Tax Principal & Advisory Leader - Texas M&D/AFB

CliftonLarsonAllen; Dallas (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

CliftonLarsonAllen (CLA) is seeking a Tax Principal or Signing Director to support M&D/AFB clients in Texas offices. You will lead a team, advise clients, and help grow the firm’s tax practice.

The role requires CPA licensure and 10+ years in public accounting, with a proven ability to manage client relationships, review engagements, and stay current on tax law changes.

Qualifications

• 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
• Experience leading teams and managing client relationships in a tax practice

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.
• Actively develop new business and expand services to existing clients.
• 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.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Skills

Leadership

Mentoring

Client advisory

Business development

Education

Bachelor’s or Master’s in Accounting/Taxation

Job description

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 support our M&D/AFB clients in one of our Texas offices. This role 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 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.
• Actively develop new business and expand services to existing clients.
• 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.
• 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

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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.