Tax Manager/Director

CLA (CliftonLarsonAllen); Naples (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA (CliftonLarsonAllen) in Florida is seeking a Tax Director or Manager to join CLA Florida’s Business Tax team. You’ll work with clients on tax planning, compliance, and advisory services in an in-office role across multiple Florida offices, including Fort Myers, Naples, Tampa, Lakeland, and Orlando.

This position emphasizes leading tax engagements, supervising and reviewing work, developing the team, and strengthening client relationships to help businesses succeed strategically while

Qualifications

• Minimum 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.
• Strong client service and advisory mindset.
• Ability to lead and train team members.

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 planning

Leadership

Client service

Engagement management

Mentoring/training

Education

Bachelor’s Degree in Accounting, Finance, or related field

Active JD, CPA, or 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.

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.