Manager/Director - Transaction Tax

CLA (CliftonLarsonAllen); Quincy (MA); On-site; USD 154,000 - 249,000; Full time

Job summary

CLA is seeking a Manager/Director – Transaction Tax to join our Transaction Tax practice in Massachusetts. You will manage client relationships, lead tax due diligence and structuring engagements for acquisitions and dispositions, and collaborate with SALT, International Tax and Federal Tax Solutions groups.

You will mentor team members, monitor engagement time and budgets, and communicate findings and recommendations to the engagement principal.

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.
• CPA license required; JD or EA may be accepted in lieu of CPA.

Responsibilities

• Manage and develop relationships with new business development, existing clients and mentoring team members.
• Lead tax due diligence, structuring, modeling and other engagements for acquisitions and dispositions.
• Collaborate with SALT, International Tax, and Federal Tax Solutions groups as needed.
• Perform tax due diligence by reviewing tax returns, legal documents, and financial statements; write reports.
• Lead engagement progress by monitoring time, budgets and deadlines; ensure adherence.
• Communicate developments to the engagement principal with facts, conclusions, and recommendations.

Skills

Client relationship management

Mentoring

Time management

Business development

Education

Bachelor's Degree in Accounting or Finance

CPA license

JD or EA accepted 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

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.