National Financial Services Tax Principal — Leadership

CLA (CliftonLarsonAllen); Tempe (AZ); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) retirement plan

Job summary

CLA (CliftonLarsonAllen) is seeking a Financial Services Tax Principal to lead and grow a national financial services tax practice from Tempe, AZ. The role focuses on advisory, consulting, and compliance services, with responsibility for developing client relationships and leadership across markets.

The ideal candidate has CPA credentials, 10+ years in tax within public accounting, and deep knowledge of banks, insurance, and investment funds.

Qualifications

• Bachelor’s or master’s degree in accounting, taxation, or 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 knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

Responsibilities

• Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services.
• Serve as the industry tax leader and partner with leadership to grow the practice nationally.
• Set clear expectations, provide coaching and feedback, and build a high-performing team.
• Manage workforce deployment and capacity planning across the national practice.
• Drive client service accountability, technical quality, and practice economics.
• Protect client relationships by identifying risks and ensuring effective escalation.

Skills

Leadership

Tax expertise

Client advisory

Education

CPA

Master's degree in accounting

Job description

CLA (CliftonLarsonAllen) is seeking a Financial Services Tax Principal to lead and grow a national financial services tax practice from Tempe, AZ. The role focuses on advisory, consulting, and compliance services, with responsibility for developing client relationships and leadership across markets.

The ideal candidate has CPA credentials, 10+ years in tax within public accounting, and deep knowledge of banks, insurance, and investment funds.