Principal or Signing Director - Transaction Tax

CliftonLarsonAllen; San Francisco (CA); On-site; USD 165,000 - 400,000; Full time

Job summary

CLA, a national professional services firm, seeks a Principal or Signing Director to join our Transaction Tax practice in California. You will lead complex tax diligence and structuring projects for PE, family offices, and strategic buyers while mentoring teams and expanding business with new clients.

The role demands 10+ years of federal/state/international tax work, CPA required (JD/EA acceptable). Compensation varies by state, reflecting market ranges, with strong growth and flexible

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• Minimum 10+ years of federal, state, and/or international tax compliance, planning, and consulting.
• CPA license required; a JD or Enrolled Agent (EA) may be accepted in lieu of CPA.

Responsibilities

• Manage and develop relationships with new business development, existing clients and mentoring team members.
• Deliver tax due diligence, structuring, modeling and other engagements related to acquisitions and dispositions by private equity groups, family offices, and strategic buyers.
• Collaborate with SALT, International, and Federal Tax Solutions groups as needed.
• Lead tax due diligence reviews and prepare reports with supporting documents.
• Drive engagement progress by monitoring budgets, timelines, and milestones.
• Foster an entrepreneurial, flexible environment encouraging ownership and initiative.

Skills

Federal tax

State tax

International tax

Client relationship management

Education

Bachelor's degree in Accounting/Finance

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 Principal or Signing Director to join our Transaction Tax practice.

How you'll create opportunities in this 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.

What you will need:

• Bachelor's Degree in Accounting, Finance, or a related field required.
• Minimum 10+ 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: $165,000.00 - $400,000.00

The compensation range for this position in Colorado is: $190,000.00 - $300,000.00

The compensation range for this position in Illinois is: $140,000.00 - 300,000.00

The compensation range for this position in Massachusetts is: $165,000.00 - $300,000.00

The compensation range for this position in Minnesota is: $130,000.00 - $400,000.00

The compensation range for this position in New York is: $340,000.00 - $400,000.00

The compensation range for this position in Viginia is: $165,000.00 - $249,000.00

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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.