Financial Services Tax Leader

CliftonLarsonAllen LLP; Saint Cloud (MN); On-site; USD 130,000 - 400,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal will lead tax engagements and develop the practice nationwide, mentoring staff and delivering advisory services to banks, insurers, investment funds and specialty finance entities.

The role requires 10+ years in public accounting tax, CPA licensure, and deep ASC 740 expertise. You will review engagements, sign letters, and maintain up-to-date tax knowledge while driving growth

Qualifications

• Bachelor's or master's in accounting, Taxation or related field.
• Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm.
• Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
• Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

Responsibilities

• Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services.
• Assume the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally.
• Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
• Assume full responsibility for all services for clients in a book of business.
• Actively develop new business and expand services to existing clients.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers and tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Skills

Client advisory

Relationship building

Leadership

Mentoring

Education

Bachelor's or Master's in accounting/taxation

CPA licensure

Job description

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal will lead tax engagements and develop the practice nationwide, mentoring staff and delivering advisory services to banks, insurers, investment funds and specialty finance entities.

The role requires 10+ years in public accounting tax, CPA licensure, and deep ASC 740 expertise. You will review engagements, sign letters, and maintain up-to-date tax knowledge while driving growth