Tax Principal & Client Advisory Leader

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

Benefits offered by this job

Health benefits

401k

Wellness programs

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role contributes at the highest level, delivering client advisory, service advocacy, relationship development, and leadership.

Requirements include a CPA license, 10+ years in public accounting tax, and deep partnership tax knowledge. The California posting range is $165,000 – $400,000, with competitive benefits and a focus on career growth.

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.
• 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 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

Deep partnership tax knowledge

Education

Bachelor’s or Master’s in accounting or Taxation

Job description

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join one of our Northern California offices. This role contributes at the highest level, delivering client advisory, service advocacy, relationship development, and leadership.

Requirements include a CPA license, 10+ years in public accounting tax, and deep partnership tax knowledge. The California posting range is $165,000 – $400,000, with competitive benefits and a focus on career growth.