Tax Principal - Private Industries

CliftonLarsonAllen LLP; San Antonio (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health

Dental

Vision

401k

Job summary

CLA is 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.

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

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 tax and industry team to deliver tax compliance and consulting.
• Own full responsibility for services for clients in a book of business.
• Actively develop new business and expand services.
• 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.
• Keep current on tax law changes.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Skills

Leadership

Team mentoring

Client advisory

Business development

Communication

Education

Bachelor’s or Master’s in Accounting/Taxation

Job description

About CLA

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.

Role

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.

Responsibilities

• 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.

Requirements

• 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 #LI-CD1

Benefits

• Health
• Dental
• Vision
• 401k

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.

Wellness at CLA: Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].