Tax Manager/Director - Banking and Specialty Finance

CliftonLarsonAllen; Indianapolis (IN); On-site; USD 92,000 - 171,000; Full time

Job summary

CLA is seeking a Banking and Specialty Finance Tax Manager/Director to join and lead our Financial Services Tax practice. This role targets a strategic, growth-minded professional who will guide long-term direction, talent development, and client strategy for the group.

You will consult on tax planning for banks and investment funds, supervise engagements, and help develop the team within CLA. CPA is required; JD/EA may substitute in some cases, and a strong ASC 740 knowledge base is essential.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA certification required; JD/EA may be accepted in place of CPA.
• 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 tax planning and business processes for banking and specialty finance.
• Lead, schedule, supervise, and review tax engagements.
• Train and develop team members to build their careers.
• Foster opportunities for clients and communities.
• Attend industry events and trainings to stay industry-focused.
• Perform tax procedures according to engagement size and complexity.
• Review complex tax returns for individuals and corporations.

Skills

Tax expertise

Banking tax

Financial instruments ASC 740

Education

Bachelor's degree in accounting or finance

CPA certification

JD or EA in lieu of CPA

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 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, growthminded individual who will help to guide the longterm direction, talent development, and client strategy of the group.

How you'll create opportunities in this Tax role:

• 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.

What you will need:

• 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.

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 Minnesota is $92,000.00 - $165,000.00

The compensation range for this position in Illinois is $95,000.00 - $171,000.00

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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.

To view a complete list of benefits, click here.