Strategic Tax Director - Banking & Specialty Finance

CLA (CliftonLarsonAllen); Madison (WI); On-site; USD 92,000 - 171,000; Full time

Job summary

CLA, a top 10 national professional services firm, is seeking a Banking and Specialty Finance Tax Manager/Director to join—and ultimately help lead—our Financial Services Tax practice. This role is designed for a strategic, growth-minded individual who will help to guide the long-term direction, talent development, and client strategy of the group.

You will consult with clients on business processes, lead and review tax engagements, and develop team members while expanding opportunities for

Qualifications

• You have a minimum of 6 years of experience serving in a tax role with a public accounting firm.
• You have a bachelor’s degree in accounting, Finance, or a related field.
• CPA is required. JD or EA may be accepted in place of CPA certification.
• 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.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with the size and complexity of the engagement.
• Review complex individual and corporate tax returns.

Skills

Tax experience 6+ years

Public accounting

CPA required

Banking & finance tax knowledge

ASC 740 knowledge

Partnership taxation

REITs & financial instruments

Education

Bachelor's degree in accounting/Finance or related field

Job description

CLA, a top 10 national professional services firm, is seeking a Banking and Specialty Finance Tax Manager/Director to join—and ultimately help lead—our Financial Services Tax practice. This role is designed for a strategic, growth-minded individual who will help to guide the long-term direction, talent development, and client strategy of the group.

You will consult with clients on business processes, lead and review tax engagements, and develop team members while expanding opportunities for