Tax Principal - Private Industries

CLA (CliftonLarsonAllen); Austin (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health benefits

401k plan

Wellness programs

Job summary

CLA, a top national professional services firm, is seeking a Tax Principal or Signing Director to join the San Antonio Private Industry Tax Team focusing on S-Corps, Partnerships and Individuals. You will lead a tax and industry team, mentor staff, and own client engagements from start to finish.

The role requires 10+ years in public accounting tax, CPA licensure, and a track record of relationship development. You will drive service excellence and growth within a dynamic, collaborative culture.

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 with a public accounting and/or professional services firm.

Responsibilities

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to understand clients’ businesses and deliver the firm’s services to meet client 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 assignments with clients and staff, and approve fees.
• Review and sign client deliverables and keep current on tax law changes.
• Demonstrate commitment to the firm through time and practice leadership.

Skills

Team leadership

Client advisory

Relationship development

Mentoring staff

Education

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

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 our San Antonio, TX Private Industry 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).
• 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.