Tax Transactions Manager/Director — Flexible and Autonomous

CLA (CliftonLarsonAllen); Chicago (IL); On-site; USD 131,000 - 232,000; Full time

Job summary

CLA is seeking a Manager/Director – Transaction Tax to join our Transaction Tax practice in the United States. The role emphasizes managing client relationships, leading tax due diligence, and coordinating cross-functional teams on acquisitions and dispositions for private equity, family offices, and strategic buyers.

The ideal candidate has a CPA license with 5+ years of federal/state/international tax experience, and may be considered with a JD or EA in lieu of a CPA.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• Minimum 5 years of federal, state, and/or international tax compliance, planning, and consulting services.
• CPA license certification required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.

Responsibilities

• Manage and develop relationships with new business development, existing clients and mentoring team members.
• Develop client relationships by delivering a full range of tax due diligence, structuring, modeling and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices and strategic buyers.
• Work with CLA specialty tax groups as needed (SALT, International Tax, and Federal Tax Solutions).
• Perform tax due diligence projects through a review of tax returns, legal documents, and financial statements, and write and review tax due diligence reports.
• Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
• Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
• Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

Education

Bachelor's Degree in Accounting, Finance, or related field

CPA license

JD or Enrolled Agent (EA) accepted in lieu of CPA

Job description

CLA is seeking a Manager/Director – Transaction Tax to join our Transaction Tax practice in the United States. The role emphasizes managing client relationships, leading tax due diligence, and coordinating cross-functional teams on acquisitions and dispositions for private equity, family offices, and strategic buyers.

The ideal candidate has a CPA license with 5+ years of federal/state/international tax experience, and may be considered with a JD or EA in lieu of a CPA.