Tax Principal & Signing Director: Lead Client Advisory & Growth

CliftonLarsonAllen; Milwaukee (WI); On-site; USD 140,000 - 240,000; Full time

Job summary

CliftonLarsonAllen (CLA) is seeking a Tax Principal or Signing Director to support our Wisconsin offices. This senior role contributes at the highest level in client advisory, service advocacy, relationship development, and leadership.

You will lead a team of tax and industry professionals, deliver tax compliance and consulting services, and actively develop new business. The ideal candidate has 10+ years in public accounting tax, with CPA licensure, and a proven ability to manage client

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 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.

Skills

Team leadership

Client advisory

Tax compliance

Mentoring

Taxation expertise

Education

Bachelor's or Master's in accounting / Taxation

CPA licensure

Job description

CliftonLarsonAllen (CLA) is seeking a Tax Principal or Signing Director to support our Wisconsin offices. This senior role contributes at the highest level in client advisory, service advocacy, relationship development, and leadership.

You will lead a team of tax and industry professionals, deliver tax compliance and consulting services, and actively develop new business. The ideal candidate has 10+ years in public accounting tax, with CPA licensure, and a proven ability to manage client