Tax Principal or Signing Director

CliftonLarsonAllen Wealth Advisors, LLC; Walnut Creek (CA); Vor Ort; USD 165.000 - 400.000; Vollzeit

Zusammenfassung

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Principal or Signing Director to lead a team of tax and industry professionals in Northern California. The role focuses on delivering tax compliance and consulting services, mentoring staff, and expanding client service offerings in a fast-paced environment.

The ideal candidate has a CPA license, 10+ years in public accounting tax roles, and deep partnership tax knowledge.

Qualifikationen

• 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.

Aufgaben

• Lead a team of tax professionals to deliver tax compliance and consulting services.
• Review and sign engagement letters and client deliverables; discuss assignments with clients and staff.
• Develop new business and expand services to existing clients; mentor team members.

Kenntnisse

CPA licensure

Public accounting

Partnership tax

Leadership

Ausbildung

Accounting/Tax degree

Jobbeschreibung

## Tax Principal or Signing DirectorApplylocations: Sacramento, CA: San Jose, CA: Walnut Creek, CA: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition id: R17745CLA 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 knowledgeOur 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.