Tax Manager/Director

CliftonLarsonAllen Wealth Advisors, LLC; Lakeland (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA Florida is seeking a Tax Director or Manager to join CLA Florida’s Business Tax team. In this in-office role, you’ll advise franchise ownership on tax planning, lead engagements, and develop the next generation of tax professionals.

The ideal candidate has 6+ years of tax experience in public accounting, a Bachelor’s Degree in Accounting or Finance, and an active JD, CPA, or EA certification. You’re driven to help clients’ businesses succeed and grow within a high-performing team.

Qualifications

• 6+ years of tax experience in public accounting or professional services.
• Bachelor’s Degree in Accounting, Finance, or related field.
• Active JD, CPA, or EA certification.
• Desire to grow with a firm that supports aspiring careers.
• Team player with strong problem-solving skills.
• Able to help clients’ businesses succeed strategically.

Responsibilities

• Consult with franchise ownership 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 partnership, S-corp, pass-thru, and HNW personal tax returns.

Skills

Tax experience

Leadership/mentorship

Client engagement

Problem solving

Education

Bachelor’s Degree in Accounting/Finance

JD/CPA/EA certification

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 looking to hire a Tax Director or Manager to join CLA Florida’s Business Tax team. You’ll have the opportunity in this role to work with our clients as you progress in your inspired career. This is an in office position based out of any of our Florida offices: Fort Myers, Naples, Tampa, Lakeland, or Orlando.

How you’ll create opportunities in this Tax Manager/Director role

• Consult with franchise ownership 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 partnership, S-corp, pass-thru, and HNW personal tax returns.

What you will need

• You have a minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm.
• You have a Bachelor’s Degree in Accounting, Finance, or a related field.
• You have an active JD, CPA, or EA certification.
• You are looking for a firm that will support and foster your aspiring career goals.
• You jump at the chance to help others, and you’re ready to join a team of high-performing people.
• You have a knack for solving issues and confidently bring solutions to the table.
• You love to work with clients’ to help their businesses succeed strategically.

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.

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]