National Financial Services Tax Principal

CliftonLarsonAllen Wealth Advisors, LLC; United States; Remote; USD 200,000 - 400,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Financial Services Tax Principal to lead our national tax practice, delivering advisory, consulting, and compliance services while mentoring a roughly 20-person team across markets. You will shape priorities and ensure delivery quality and client satisfaction.

The ideal candidate holds a CPA and has 10+ years of public accounting or professional services tax experience, with deep knowledge of ASC 740, partnerships, REITs, and financial

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.

Responsibilities

• Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services across markets.
• Grow the financial services tax practice nationally, align priorities, and maintain high client satisfaction.
• Manage workforce deployment and capacity planning across the national practice to balance workloads and deadlines.

Skills

Tax leadership

Team leadership

Client advisory

Strategic planning

Education

CPA certification

Bachelor’s or Master’s in accounting/related field

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Financial Services Tax Principal to lead our national tax practice, delivering advisory, consulting, and compliance services while mentoring a roughly 20-person team across markets. You will shape priorities and ensure delivery quality and client satisfaction.

The ideal candidate holds a CPA and has 10+ years of public accounting or professional services tax experience, with deep knowledge of ASC 740, partnerships, REITs, and financial