Tax Principal, Financial Services - Lead & Grow Practice

CliftonLarsonAllen LLP; Des Moines (IA); On-site; USD 130,000 - 400,000; Full time

Benefits offered by this job

Wellness program

Comprehensive benefits (health, dental

401(k) matching

Job summary

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to lead the tax advisory and services for banks, insurance companies, funds, and specialty finance entities in Des Moines and beyond. You will mentor staff, manage engagements, review deliverables, and help grow the practice.

The role requires CPA licensure (JD or EA acceptable), 10+ years of public accounting tax experience, and deep knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

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.
• 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.

Responsibilities

• Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
• Assume full responsibility for all services for clients in a book of business.
• Actively develop new business and expand services to existing clients.
• Review and sign engagement letters, discuss terms 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.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Skills

Leadership

Tax advisory

Relationship building

Mentoring

Engagement management

Client relations

Business development

Communication

Tax law updates

Education

Bachelor's or Master's in accounting/taxation

CPA licensure required (JD/EA may be accepted)

Job description

CliftonLarsonAllen LLP is seeking a Financial Services Tax Principal to lead the tax advisory and services for banks, insurance companies, funds, and specialty finance entities in Des Moines and beyond. You will mentor staff, manage engagements, review deliverables, and help grow the practice.

The role requires CPA licensure (JD or EA acceptable), 10+ years of public accounting tax experience, and deep knowledge of ASC 740, partnership taxation, REITs, and financial instruments.