Tax Principal or Signing Director

CliftonLarsonAllen LLP; Eau Claire (WI); On-site; USD 150,000 - 230,000; Full time

Job summary

CliftonLarsonAllen LLP in Wisconsin is seeking a Tax Principal or Signing Director to lead a team delivering tax compliance and consulting services for a book of business.

This role requires extensive public accounting experience, CPA licensure, and the ability to develop client relationships and expand services. You will review engagements, stay current on tax laws, and contribute to firm growth.

Qualifications

• Bachelor's or master's degree in accounting, taxation or related field.
• CPA licensure required; JD or EA may be accepted in lieu of CPA.

Responsibilities

• Lead a team of tax professionals to deliver tax compliance and consulting services for clients.
• 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 and stay current on tax law changes.
• Actively develop new business and expand services to existing clients.

Education

Bachelor's or master's in accounting, Taxation or related field

CPA licensure

JD or EA may be accepted in lieu of CPA

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.

About the Role

CLA is currently seeking a Tax Principal or Signing Director to support our Wisconsin offices. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

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.

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 #LI-CD1

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.

• Health
• Dental
• Vision
• 401k

To view a complete list of benefits, click here.

Career Growth

When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA's benefit offerings.

Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Accommodation Statement

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].