Tax Principal - Pennsylvania

CliftonLarsonAllen Wealth Advisors, LLC; Pennsylvania; On-site; USD 180,000 - 280,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Tax Principal or Signing Director in Pennsylvania to lead a tax team serving S-Corps, partnerships and individuals. You will mentor staff, review returns, and drive client advisory services within the Pennsylvania Tax Team.

The role emphasizes strong leadership, business development, and adherence to current tax law changes while delivering high-quality client service. CPA licensure is required, with JD or EA accepted in lieu.

Qualifications

• Bachelor’s or Master’s in Accounting, Taxation or related field.
• Current CPA licensure is required (JD or EA may be accepted in lieu).
• 8+ years of public accounting experience in a tax role at a public accounting or professional services firm.

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.
• Actively develop new business and expand services to existing clients.
• 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 keep current on tax law changes.

Skills

Tax advisory

Client relations

Team leadership

Mentoring staff

Education

Bachelor’s or Master’s in Accounting, Taxation or related field

Job description

Tax Principal - Pennsylvania### Tax Principal - PennsylvaniaApply: King of Prussia, PA: Bethlehem, PA: Pittsburgh, PA: Full time: Posted Today: R18336CLA 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 our **Pennsylvania Tax Team** focusing on S-Corps, Partnerships and Individuals. The Principal/Signing Director 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.* Actively develop new business and expand services to existing clients.* 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.* 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).* 8+ years of public accounting experience in a tax role with a public accounting and/or professional services firm