Tax Director, Banking & Specialty Finance

CLA (CliftonLarsonAllen); Chicago (IL); On-site; USD 95,000 - 171,000; Full time

Benefits offered by this job

Wellness at CLA

Comprehensive benefits (health, dental

Vision, 401k and more

Job summary

CLA (CliftonLarsonAllen) is seeking a Banking and Specialty Finance Tax Manager/Director to help lead our Financial Services Tax practice. The role focuses on strategic direction, talent development, and client strategy for the group.

You will consult with clients on tax planning, lead engagements, and mentor staff while advancing opportunities for clients and communities. CPA is required; JD or EA may be accepted. Compensation ranges reflect Illinois and Minnesota markets.

Qualifications

• Minimum of 6 years of experience in tax at a public accounting firm.
• Bachelor's degree in accounting, finance, or 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 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.
• Attend industry-leading events and trainings as an industry professional.
• Perform a range of tax procedures in accordance with engagement size and complexity.
• Review complex individual and corporate tax returns.

Skills

Tax expertise

Technical tax knowledge

Education

Bachelor's degree in accounting or finance

CPA

Job description

CLA (CliftonLarsonAllen) is seeking a Banking and Specialty Finance Tax Manager/Director to help lead our Financial Services Tax practice. The role focuses on strategic direction, talent development, and client strategy for the group.

You will consult with clients on tax planning, lead engagements, and mentor staff while advancing opportunities for clients and communities. CPA is required; JD or EA may be accepted. Compensation ranges reflect Illinois and Minnesota markets.