Financial Services Tax Principal — National Lead

CLA (CliftonLarsonAllen); Atlanta (GA); On-site; USD 180,000 - 420,000; Full time

Job summary

CLA seeks a Financial Services Tax Principal to lead a national team and deliver advisory, consulting, and compliance services for financial institutions. This role requires CPA, 10+ years of experience, and deep ASC 740 knowledge.

Responsibilities include mentoring staff, shaping practice priorities, and expanding services across markets while maintaining client relationships and high-quality work.

Qualifications

• Bachelor’s or Master’s degree in accounting or taxation.
• CPA certification required; JD/EA may be accepted in lieu of CPA.
• 10+ years of public accounting or professional services tax experience.
• Deep understanding of tax issues affecting banks, insurance, investment funds, and specialty finance entities.
• Strong knowledge of ASC 740, partnership taxation, REITs, and financial instruments.
• Experience leading geographically dispersed teams and translating strategy into priorities.

Responsibilities

• Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services.
• Grow the financial services tax practice nationally and align priorities across markets.
• Set clear expectations, provide coaching and feedback, and build a high-performing, collaborative team.
• Manage workforce deployment and capacity planning across the national practice.
• Drive accountability for client service, technical quality, staffing leverage, and portfolio health.
• Protect client relationships by identifying risks early and ensuring strong communication.
• Lead change with transparency and collaborate with leaders to implement improvements.

Skills

Leadership

Tax expertise

Team leadership

Education

Bachelor’s or Master’s degree in accounting/taxation

CPA certification

Tools

ASC 740

Job description

CLA seeks a Financial Services Tax Principal to lead a national team and deliver advisory, consulting, and compliance services for financial institutions. This role requires CPA, 10+ years of experience, and deep ASC 740 knowledge.

Responsibilities include mentoring staff, shaping practice priorities, and expanding services across markets while maintaining client relationships and high-quality work.