Tax Manager/Director - Banking and Specialty Finance

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

Job summary

CliftonLarsonAllen (CLA) seeks a Banking and Specialty Finance Tax Manager/Director in Illinois. This strategic role guides long-term direction, talent development, and client strategy within our Financial Services Tax practice.

The incumbent will lead tax engagements, mentor staff, and engage with clients across banks, insurers, funds, and specialty finance entities. With 6+ years in tax at a public accounting firm and a CPA, JD, or EA, you will navigate ASC 740, partnership taxation, REITs,

Qualifications

• 6+ years of tax experience in a public accounting firm.
• Bachelor's degree in accounting, finance, or related field.
• CPA required (JD or EA may be accepted in place).
• Deep understanding of tax issues affecting banks, insurance, investment funds, and specialty finance entities.

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

Public accounting experience

Tax planning

ASC 740 knowledge

Financial instruments knowledge

Education

Bachelor's degree in accounting, Finance, or related field

CPA required

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.