Tax Principal & Signing Director — Gift & Estate Leader

CLA (CliftonLarsonAllen); Tucson (AZ); On-site; USD 190,000 - 300,000; Full time

Job summary

CLA is seeking a Tax Principal or Signing Director to join the Gift, Estate and Trust tax team in our Southwest/Rockies offices. You will lead a team delivering tax compliance and consulting, mentoring staff, and delivering value to clients.

The role requires a Bachelor’s or Master’s in accounting or taxation, CPA licensure, 10+ years in public accounting tax, and deep knowledge of gift, estate, and trust tax. You will drive new business and maintain current knowledge of tax law.

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.
• Deep knowledge in individual tax compliance and consulting, including gift, estate, and trust tax.

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.
• 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.

Skills

Leadership

Client advisory

Tax planning

Mentoring

Business development

Education

Bachelor’s or Master’s in accounting or taxation

CPA licensure

Job description

CLA is seeking a Tax Principal or Signing Director to join the Gift, Estate and Trust tax team in our Southwest/Rockies offices. You will lead a team delivering tax compliance and consulting, mentoring staff, and delivering value to clients.

The role requires a Bachelor’s or Master’s in accounting or taxation, CPA licensure, 10+ years in public accounting tax, and deep knowledge of gift, estate, and trust tax. You will drive new business and maintain current knowledge of tax law.