Financial Services Tax Principal — Lead Industry Expert

CLA (CliftonLarsonAllen); Minneapolis (MN); On-site; USD 130,000 - 400,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Wellness program

Job summary

CLA is seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

You will lead tax engagements for banks, insurance companies, investment funds, and specialty finance entities, mentor staff, and help drive cross‑functional service delivery across the firm.

Qualifications

• Must have CPA licensure or equivalent (JD/EA may be accepted).
• 10+ years of public accounting tax experience.
• Deep understanding of tax issues for banks, insurance companies, investment funds and specialty finance entities.

Responsibilities

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

Skills

Leadership experience

Tax advisory expertise

Public accounting tax experience

Education

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

Tools

ASC 740 knowledge

Job description

CLA is seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

You will lead tax engagements for banks, insurance companies, investment funds, and specialty finance entities, mentor staff, and help drive cross‑functional service delivery across the firm.