Tax Principal & Client Advisory Leader

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Wellness program

Job summary

CLA is seeking a Tax Principal or Signing Director to join our New England tax practice in Massachusetts. You will lead a team of tax professionals, deliver tax compliance and advisory services, and build trusted client relationships across a book of business.

The role requires current CPA licensure and 10+ years of public accounting experience. You will mentor staff, sign engagement letters, and help expand services to existing clients while staying current on tax law changes.

Qualifications

• Bachelor’s or Master’s in accounting, taxation or related field.
• Current CPA licensure required.
• 10+ years of public accounting experience in a tax role.

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 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 and 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

Leadership

Client advisory

Team mentoring

Education

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

CPA licensure

Job description

CLA is seeking a Tax Principal or Signing Director to join our New England tax practice in Massachusetts. You will lead a team of tax professionals, deliver tax compliance and advisory services, and build trusted client relationships across a book of business.

The role requires current CPA licensure and 10+ years of public accounting experience. You will mentor staff, sign engagement letters, and help expand services to existing clients while staying current on tax law changes.