Tax Principal or Signing Director

CLA (CliftonLarsonAllen); San Francisco (CA); On-site; USD 165,000 - 400,000; Full time

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to join one of our Northern California offices. The role leads a tax and industry professionals team to deliver tax compliance and consulting for a client book, with responsibility for engagement terms, fees, and deliverables.

The position requires CPA licensure (JD or EA may be accepted) and 10+ years in public accounting tax, with deep partnership tax knowledge.

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 at a firm.
• Deep partnership tax knowledge.

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 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.

Skills

Leadership

Client advisory

Mentoring team

Business development

Education

Bachelor's or Master’s in accounting

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 one of our Northern California 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 partnership tax knowledge

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 California posting range for this role is $165,000 – $400,000.

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.