Tax Principal & Advisory Leader — Flexible PTO

CliftonLarsonAllen Wealth Advisors, LLC; Raleigh, Northern (NC, KY); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CLA is seeking a Tax Principal or Signing Director to join our Raleigh office. You will lead a team of tax professionals, deliver tax compliance and consulting services, and drive client relationships with a focus on understanding client needs and expanding services.

The role requires CPA licensure and 10+ years in public accounting tax, with responsibilities including engagement oversight, fee discussions, and staying current on tax law changes.

Qualifications

• 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

Responsibilities

• 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.

Skills

Tax planning

Client relationship management

Team leadership

Mentoring

Cross-functional collaboration

Education

Bachelor's or Master's in Accounting/Taxation

CPA licensure

Job description

CLA is seeking a Tax Principal or Signing Director to join our Raleigh office. You will lead a team of tax professionals, deliver tax compliance and consulting services, and drive client relationships with a focus on understanding client needs and expanding services.

The role requires CPA licensure and 10+ years in public accounting tax, with responsibilities including engagement oversight, fee discussions, and staying current on tax law changes.