Tax Principal & Client Advisory Leader

CLA (CliftonLarsonAllen); West Hartford (CT); On-site; USD 180,000 - 240,000; Full time

Job summary

CLA is seeking a Tax Principal or Signing Director to join our Connecticut office. You will lead a team of tax and industry professionals to deliver tax compliance and consulting services, mentor staff, and develop deep client relationships to fully meet their needs.

You will assume full responsibility for services for a defined book of business, review engagement letters and tax returns, stay current on tax law changes, and actively develop new business while contributing to the firm’s growth

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

Leadership

Client advisory

Relationship development

Mentoring

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 Connecticut office. You will lead a team of tax and industry professionals to deliver tax compliance and consulting services, mentor staff, and develop deep client relationships to fully meet their needs.

You will assume full responsibility for services for a defined book of business, review engagement letters and tax returns, stay current on tax law changes, and actively develop new business while contributing to the firm’s growth