Director Tax Transformation

CliftonLarsonAllen•Irvine, CA

8d•$136,600 - $230,000

About The Position

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. CLA is growing and seeking to hire an experienced Director Tax Transformation to join our talented National Tax Services Team. This role is responsible for overseeing transformation projects at the firm by reviewing current and future state business processes, identifying improvements, integrating technology, communicating impacts, and monitoring metrics of success. How You'll Create Opportunities In This Role Communication & Training: Oversees development of process documentation, standardization, and training of transformation processes across the firm. Delivers training to practitioners and champions as needed. Develops communication and implementation plans that encourage adoption of initiatives and foster change management. Project Management: Oversees and leads project management teams, assigning tasks to team members as needed. Leads annual transformation projects. Identifies and consults with subject matter experts (SMEs) for project initiatives. Collaboration: Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership. Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions. Success Metrics: Leads measurement of key performance metrics (KPI’s), reporting, and analysis. Coordinates with other areas of the firm to monitor success metrics as needed. Mentorship: Provides training to junior members of the Transformation team and acts as point of escalation for complex transformation questions. May act as Peer Advisor and/or Career Coach to assist other family members in growing their inspired careers.

Requirements

7 years of public accounting or professional services experience required.
Bachelor's degree is required.
Combination of relevant experience, education, and training may be accepted in lieu of degree.
Proficiency with Microsoft Outlook and Office products (Word, Excel, PowerPoint, etc.) required.
Strong project management skills required (attention to accuracy, timeliness, conflict resolution, and alignment to priorities and commitments).

Nice To Haves

Basic knowledge of one or more applications used by CLA’s practitioners preferred (CCH Axcess Tax suite, CCH Pfx Engagement, FloQast, QuickBooks, etc.).

Responsibilities

Oversees development of process documentation, standardization, and training of transformation processes across the firm.
Delivers training to practitioners and champions as needed.
Develops communication and implementation plans that encourage adoption of initiatives and foster change management.
Oversees and leads project management teams, assigning tasks to team members as needed.
Leads annual transformation projects.
Identifies and consults with subject matter experts (SMEs) for project initiatives.
Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership.
Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.
Leads measurement of key performance metrics (KPI’s), reporting, and analysis.
Coordinates with other areas of the firm to monitor success metrics as needed.
Provides training to junior members of the Transformation team and acts as point of escalation for complex transformation questions.
May act as Peer Advisor and/or Career Coach to assist other family members in growing their inspired careers.