Tax Principal & Client Advisory Lead

CLA (CliftonLarsonAllen); San Francisco (CA); On-site; USD 165,000 - 400,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join one of our Northern California offices. The role leads a tax and industry professionals team to deliver tax compliance and consulting for a client book, with responsibility for engagement terms, fees, and deliverables.

The position requires CPA licensure (JD or EA may be accepted) and 10+ years in public accounting tax, with deep partnership tax knowledge.

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 at a firm.
• Deep partnership tax knowledge.

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 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.

Skills

Leadership

Client advisory

Mentoring team

Business development

Education

Bachelor's or Master’s in accounting

CPA licensure

Job description

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join one of our Northern California offices. The role leads a tax and industry professionals team to deliver tax compliance and consulting for a client book, with responsibility for engagement terms, fees, and deliverables.

The position requires CPA licensure (JD or EA may be accepted) and 10+ years in public accounting tax, with deep partnership tax knowledge.