Tax Principal

CLA (CliftonLarsonAllen); Worcester (MA); On-site; USD 165,000 - 300,000; Full time

Benefits offered by this job

Health insurance

401k plan

Wellness programs

Job summary

CLA is seeking a Tax Principal or Signing Director to join one of our New England offices (Massachusetts, Rhode Island, Connecticut). The role demands high-level client advisory, service advocacy, relationship development, and leadership in tax.

You will lead a team of tax professionals and own services for a book of business, review engagement letters and tax returns, and develop new business with clients. The compensation range for this position in Massachusetts is $165,000-$300,000.

Qualifications

• Bachelor’s or Master’s in accounting, Taxation or related field.
• CPA licensure required.

Responsibilities

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss assignments with clients and staff, and approve fees.
• Review and sign client deliverables and stay current on tax law changes.
• Actively develop new business and expand services to existing clients.

Skills

Tax expertise

Client advisory

Leadership

Business development

Education

Bachelor’s or Master’s in accounting, Taxation or related field

CPA licensure

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 Tax Principal or Signing Director to join one of our New England offices (Massachusetts, Rhode Island, Connecticut). The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How You'll Create Opportunities In This Tax Principal Role

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers and tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

What You Will Need

• Bachelor’s or master’s in accounting, Taxation or related field
• Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

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 the position of pay within the range.

The compensation range for this position in Massachusetts is: $165,000-$300,000.

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.