Manager/Director - Transaction Tax

CliftonLarsonAllen Wealth Advisors, LLC; New York (NY); On-site; USD 171,000 - 258,000; Full time

Benefits offered by this job

Health, dental, vision, 401(k) options

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Manager/Director – Transaction Tax to lead tax due diligence engagements for acquisitions and dispositions. You will build strong client relationships, mentor teams, and coordinate with SALT, International, and Federal tax specialists to deliver high-quality advisory work.

You will oversee engagement progress, review tax returns and supporting documents, and communicate conclusions and recommendations to engagement principals.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required.
• Minimum 5 years of experience in federal, state, and/or international tax compliance, planning, and consulting services.
• CPA license required; a JD or Enrolled Agent (EA) may be accepted in lieu of a CPA license.

Responsibilities

• Manage and develop relationships with new business development and existing clients.
• Lead and review tax due diligence engagements and related reports.
• Coordinate with SALT, International, and Federal tax groups as needed.
• Monitor engagement progress, budgets, and deadlines and communicate updates to the principal.

Skills

Relationship building

Mentoring

Engagement management

Education

Bachelor's Degree in Accounting/Finance

CPA license

JD or EA considered in lieu of CPA

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Manager/Director – Transaction Tax to join our Transaction Tax practice. How you’ll create opportunities in this Manager/Director – Transaction Tax role: Manage and develop relationships with new business development, existing clients and mentoring team members. Develop client relationships by delivering a full range of tax due diligence, structuring, modeling and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices and strategic buyers. Work with CLA specialty tax groups as needed (SALT, International Tax, and Federal Tax Solutions). Perform tax due diligence projects through a review of tax returns, legal documents, and financial statements, and write and review tax due diligence reports. Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen. Lead the engagement progress by monitoring time, budgets and deadlines for adherence. Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

What you will need: Bachelor's Degree in Accounting, Finance, or a related field required. Minimum 5 years of experience performing federal, state, and/or international tax compliance, planning, and consulting services CPA license certification required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in California is: $133,000.00 - $258,000.00. The compensation range for this position in Colorado is: $143,000.00 - $232,000.00. The compensation range for this position in Illinois is: $131,000.00 - $232,000.00. The compensation range for this position in Massachusetts is: $154,000.00 - $249,000.00. The compensation range for this position in Minnesota is: $131,000.00 - $224,000.00. The compensation range for this position in New York is: $171,000.00 - $258,000.00. The compensation range for this position in Viginia is: $165,000.00 - $249,000.00.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities to learn about your hiring rights.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits,

• health, dental, vision, 401k and much more.

Start your inspired career. When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

to learn more about CLA’s benefit offerings.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]