Tax Principal or Signing Director

CLA (CliftonLarsonAllen); Stevens Point (WI); On-site; USD 160,000 - 260,000; Full time

Job summary

CLA is seeking a Tax Principal or Signing Director to support our Central Wisconsin offices. You will lead a team of tax professionals, delivering tax compliance and consulting services to a diverse client base.

You will review engagements, manage client relationships, and drive new business while keeping current on tax law changes. A CPA is required with 10+ years of public accounting experience.

Qualifications

• CPA licensure required; JD or EA may be accepted in lieu of CPA.
• 10+ years of public accounting experience in tax at a firm
• Bachelor’s or Master’s in accounting, taxation, or related field

Responsibilities

• Lead a team of tax professionals to deliver tax compliance and consulting services for a diverse client base.
• Assume full responsibility for all services for clients in your book of business.
• Review and sign engagement letters, discuss assignments with clients and staff, and approve fees.

Skills

Leadership

Mentoring

Client relationship management

Strategic thinking

Education

Bachelor’s or Master’s in accounting/Taxation

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 Central 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.