Financial Services Tax Principal — Lead Advisory & Growth

CLA (CliftonLarsonAllen); Milwaukee (WI); On-site; USD 130,000 - 400,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Job summary

CLA (CliftonLarsonAllen) seeks a Financial Services Tax Principal to lead a national tax practice within the Financial Services Group. You will mentor staff, grow the tax advisory services, and oversee engagements for banks, insurers, funds, and specialty finance entities.

You will report to the Managing Principal of Industry, drive business development, and ensure timely, accurate tax deliverables while staying current on tax law changes.

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 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.
• Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services.
• Develop new business and expand services to existing clients.
• Review and sign engagement letters, work papers, and client deliverables; approve fees.

Skills

Tax leadership

Client advisory

Team mentoring

ASC 740 knowledge

Partnership taxation

REITs taxation

Financial instruments taxation

Public accounting experience

Education

Bachelor’s or Master’s in accounting, Taxation or related field

CPA licensure required (JD or EA may be accepted in lieu of CPA)

Job description

CLA (CliftonLarsonAllen) seeks a Financial Services Tax Principal to lead a national tax practice within the Financial Services Group. You will mentor staff, grow the tax advisory services, and oversee engagements for banks, insurers, funds, and specialty finance entities.

You will report to the Managing Principal of Industry, drive business development, and ensure timely, accurate tax deliverables while staying current on tax law changes.