Tax Principal or Signing Director

CLA (CliftonLarsonAllen); Sheboygan (WI); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

401k

Job summary

CLA (CliftonLarsonAllen) is seeking a Tax Principal or Signing Director to support our Wisconsin offices. Lead a team of tax professionals delivering compliance and consulting services, mentor staff, manage client relationships, review engagements and fees, and stay current on tax law changes.

Candidates will have a Bachelor’s or Master’s in Accounting, CPA licensure, and 10+ years of public accounting tax experience within a firm. Equal opportunity employer.

Qualifications

• CPA licensure required; JD or EA may be accepted in lieu of CPA.
• 10+ years of public accounting experience in a tax role.
• Experience leading tax engagements for a portfolio of clients.

Responsibilities

• Lead a team to deliver tax compliance and consulting services.
• Assume full responsibility for services for clients in a book of business.
• Review and sign engagement letters, discuss terms with clients and staff, and approve fees.
• Review and sign client deliverables and tax returns.
• Keep current on tax law changes and industry developments.
• Actively develop new business and expand services to existing clients.

Skills

Tax leadership

Tax compliance

Client advisory

Business development

Education

Bachelor's or Master's in Accounting

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 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.

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

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.