Tax Principal, Financial Services Advisory Leader

CliftonLarsonAllen Wealth Advisors, LLC; Minneapolis (MN); On-site; USD 130,000 - 400,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Principal to lead the Financial Services Group. The role focuses on delivering tax advisory services, mentoring staff, and expanding the client base across banks, insurance companies, and funds.

The candidate will oversee engagements, review returns and papers, and ensure compliance with ASC 740 and related tax issues while building national reach for the firm.

Qualifications

• Minimum 10+ years of public accounting experience in a tax role.

Responsibilities

• Lead and manage tax engagements for financial services clients (banks, insurers, funds).
• Mentor staff and review work papers and tax returns.
• Develop new business and expand services to existing clients.
• Keep current on tax law changes and sign engagement letters.

Skills

Leadership

Tax advisory

Client relations

Engagement management

Education

Bachelor’s or Master’s in accounting or Taxation

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Principal to lead the Financial Services Group. The role focuses on delivering tax advisory services, mentoring staff, and expanding the client base across banks, insurance companies, and funds.

The candidate will oversee engagements, review returns and papers, and ensure compliance with ASC 740 and related tax issues while building national reach for the firm.