Tax Principal - Financial Services Group

CliftonLarsonAllen Wealth Advisors, LLC; United States; Remote; USD 200,000 - 400,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Financial Services Tax Principal to lead our national tax practice, delivering advisory, consulting, and compliance services while mentoring a roughly 20-person team across markets. You will shape priorities and ensure delivery quality and client satisfaction.

The ideal candidate holds a CPA and has 10+ years of public accounting or professional services tax experience, with deep knowledge of ASC 740, partnerships, REITs, and financial

Qualifications

• Bachelor’s or master’s degree in accounting, taxation, or a related field.
• Current CPA required; JD or EA may be accepted in lieu of CPA.
• 10+ years of public accounting or professional services tax experience.
• Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.

Responsibilities

• Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services across markets.
• Grow the financial services tax practice nationally, align priorities, and maintain high client satisfaction.
• Manage workforce deployment and capacity planning across the national practice to balance workloads and deadlines.

Skills

Tax leadership

Team leadership

Client advisory

Strategic planning

Education

CPA certification

Bachelor’s or Master’s in accounting/related field

Job description

## Tax Principal - Financial Services GroupApply: Connection Center-Charlotte,NC: Connection Center-Tempe,AZ: Boston, MA: Seattle, WA: Chicago, IL: Full time: Posted Today: R18242CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is seeking a **Financial Services Tax Principal** to join our **Financial Services** team. This leader will provide national tax leadership, support client advisory and relationship development, and lead an approximately 20-person financial services tax team across all career levels. The Principal will help shape practice priorities, strengthen delivery quality, and create opportunities for clients and team members through proactive planning, sound judgment, and strong execution. **How you will create opportunities in this role:** * Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services while helping professionals build a deep understanding of each client’s business and needs.* Serve as the industry tax leader and partner with leadership to grow the financial services tax practice nationally, align priorities, support consistent execution across markets, and advance the practice’s strategic growth goals.* Set clear expectations, provide timely coaching and feedback, recognize contributions, support career development, and build a high-performing, collaborative team with role clarity and accountability.* Manage workforce deployment and capacity planning across the national practice, balancing skills, workloads, deadlines, and development needs while supporting year-round planning, advisory work, and proactive client communication beyond peak filing periods.* Drive accountability for client service, technical quality, staffing leverage, workload balance, portfolio health, practice standards, and practice economics.* Protect client relationships by identifying risks early, ensuring strong communication, and supporting effective escalation.* Strengthen client relationships, expand services, develop pipeline opportunities, activate referrals and priority markets, and increase national recognition of the financial services tax practice.* Lead change with transparency and sound judgment, partnering with leaders to implement practice improvements, communicate decisions appropriately, and maintain team stability and client confidence. **What you will need:** * Bachelor’s or master’s degree in accounting, taxation, or a related field.* Current CPA required; JD or EA may be accepted in lieu of CPA.* 10+ years of public accounting or professional services tax experience.* Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.* Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.* Demonstrated success leading geographically dispersed teams and translating strategy into clear priorities and accountability. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills and knowledge may impact position of pay within the range. The compensation range for this position in California is: $165,000.00 - $400,000.00The compensation range for this position in Colorado is: $190,000.00 - $300,000.00The compensation range for this position in Illinois is: $140,000.00 - $300,000.00The compensation range for this position in Massachusetts is: $165,000.00 - $300,000.00The compensation range for this position in Minnesota is: $130,000.00 - $400,000.00The compensation range for this position in New York is: $340,000.00 - $400,000.00The compensation range for this position in Virginia is: $200,000.00 - $400,000.00The compensation range for this position in Washington is $150,000.00 - $400,000.00