Tax Principal or Signing Director

CLA (CliftonLarsonAllen); Albuquerque (NM); On-site; USD 190,000 - 300,000; Full time

Job summary

CLA is seeking a Tax Principal or Signing Director to lead our Gift, Estate and Trust tax team in the Southwest/Rockies offices. You will drive client advisory, service advocacy, and leadership across a book of business. Ideal candidate has CPA, 10+ years in public accounting tax, and deep knowledge of individual tax compliance including gift, estate, and trust tax.

JD or EA may be accepted in lieu of CPA. This role emphasizes collaboration, business development, and mentoring the team to

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 knowledge in individual tax compliance and consulting, including gift, estate, and trust tax.

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 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

Public accounting

Tax advisory

Client relationship

Leadership

Education

Bachelor's or Master's in Accounting/Taxation

CPA licensure

Job description

CLA 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 currently seeking a Tax Principal or Signing Director to join our Gift, Estate and Trust (GET) tax team in one of our Southwest/Rockies offices. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How You’ll Create Opportunities In This Role

• 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.

What You Will Need

• 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 knowledge in individual tax compliance and consulting, including gift, estate, and trust tax

Compensation Strategy

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 CO is $190,000 to $300,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.