National Financial Services Tax Principal

CliftonLarsonAllen LLP; Boston (MA); On-site; USD 165,000 - 300,000; Full time

Job summary

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to lead a national team and drive advisory, consulting, and compliance services for banks, insurers, funds, and specialty finance entities. You will shape practice priorities, ensure high-quality delivery, and foster client relationships across markets.

The role requires a CPA with 10+ years in public accounting or professional services tax, and strong ASC 740 and tax expertise.

Qualifications

• Bachelor's or master's degree in accounting, taxation, or a related field.
• Current CPA required; JD or 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 companies, investment funds, and specialty finance entities.
• Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.
• Demonstrated success leading geographically dispersed teams and translating strategy into clear priorities and accountability.

Responsibilities

• Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services while helping professionals build a deep understanding of each client's business and needs.
• Serve as the industry tax leader and partner with leadership to grow the financial services tax practice nationally, align priorities, support consistent execution across markets, and advance the practice's strategic growth goals.
• Set clear expectations, provide timely coaching and feedback, recognize contributions, support career development, and build a high-performing, collaborative team with role clarity and accountability.
• Manage workforce deployment and capacity planning across the national practice, balancing skills, workloads, deadlines, and development needs while supporting year-round planning, advisory work, and proactive client communication beyond peak filing periods.
• Drive accountability for client service, technical quality, staffing leverage, workload balance, portfolio health, practice standards, and practice economics.
• Protect client relationships by identifying risks early, ensuring strong communication, and supporting effective escalation.
• Strengthen client relationships, expand services, develop pipeline opportunities, activate referrals and priority markets, and increase national recognition of the financial services tax practice.
• Lead change with transparency and sound judgment, partnering with leaders to implement practice improvements, communicate decisions appropriately, and maintain team stability and client confidence.

Education

Bachelor's or master's degree in accounting, taxation, or a related field

Current CPA

Job description

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to lead a national team and drive advisory, consulting, and compliance services for banks, insurers, funds, and specialty finance entities. You will shape practice priorities, ensure high-quality delivery, and foster client relationships across markets.

The role requires a CPA with 10+ years in public accounting or professional services tax, and strong ASC 740 and tax expertise.