CliftonLarsonAllen

Tax Principal or Signing Director

CliftonLarsonAllen$190K — $300K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or master's degree 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
  • Deep knowledge in individual tax compliance and consulting
  • Expertise in gift, estate, and trust taxation

Responsibilities

  • Lead a team to deliver tax compliance and consulting services
  • Assume full responsibility for a book of business
  • Review and sign engagement letters and discuss assignments with clients
  • Approve work papers and tax returns prepared by staff
  • Review and sign client deliverables
  • Stay updated on tax law changes
  • Develop new business and expand existing client services
  • Demonstrate commitment to the firm and its practice through dedicated time

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401(k) plan
  • Support for physical, financial, social, and emotional well-being
  • Career growth and collaborative compensation approach
Full Job Description
CLA is currently seeking a Tax Principal or Signing Director to join our Gift, Estate and Trust (GET) tax team in one of our Southwest/Rockies offices. This role 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.
  • 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.


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


Compensation Strategy

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in CO is $190,000 to $300,000.

#LI-CD1

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.

To view a complete list of benefits, click here.

About CliftonLarsonAllen

CliftonLarsonAllen (CLA) is a professional services firm that provides audit, tax, and advisory services to clients in a variety of industries. The firm was formed in 2012 through the merger of Clifton Gunderson and LarsonAllen, and has since grown to become one of the largest accounting firms in the United States. CLA has over 6,000 employees and serves clients in all 50 states. The firm is committed to providing exceptional service to its clients and helping them achieve their goals.
Learn more about CliftonLarsonAllen
Size
6,000 employees
Industry
Founded
1960

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