Financial Services Tax Principal - Lead Advisory & Growth

CliftonLarsonAllen LLP; Chicago (IL); On-site; USD 140,000 - 300,000; Full time

Benefits offered by this job

Wellness at CLA

Comprehensive benefits

Job summary

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to join our Financial Services Group in Chicago. The role centers on high-level client advisory, leading tax engagements, and developing the practice within the industry.

You will mentor staff, manage a book of business, and drive service delivery for banks, insurers, investment funds, and specialty finance entities while staying current on evolving tax laws and regulations.

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

• Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
• Review and sign engagement letters, discuss assignments with clients and staff, and approve fees.
• Review and approve work papers and tax returns prepared by staff.
• Review and sign client deliverables and keep current on tax law changes.
• Develop new business and expand services to existing clients.

Skills

Leadership

Client advisory

Team mentoring

Business development

Tax advisory

Education

Bachelor’s or Master’s in accounting/taxation

Job description

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to join our Financial Services Group in Chicago. The role centers on high-level client advisory, leading tax engagements, and developing the practice within the industry.

You will mentor staff, manage a book of business, and drive service delivery for banks, insurers, investment funds, and specialty finance entities while staying current on evolving tax laws and regulations.