Principal or Signing Director - National Exempt Tax (NExT)
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. The position offers growth, opportunities for advancement, flexibility and a collaborative work environment. In this position you should have the following: excellent interpersonal skills with the ability to communicate at all levels; strong leadership skills and the ability to manage a team of controversy professionals; problem solving and creative abilities, coupled with sound judgment; ability to manage multiple matters; strategic skills to build a practice; and high level of integrity and dependability with a strong sense of urgency and results-orientation.
Requirements
- Bachelor's Degree in Accounting, Finance, or a related field
- Minimum of 10+ years of experience serving in a tax role with public accounting and/or professional services firm
- CPA required (JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification)
- Experience specializing in tax exempt organizations preferred
Responsibilities
- Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization.
- Demonstrate deep technical skills and have the above related industry knowledge.
- Excel at engagement management and operational excellence.
- Assist clients with meeting their tax and day to day compliance needs.
- Research and draft technical tax memoranda on various tax issues for clients.
- Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate.
- Develop and mentor staff and oversee client engagement teams.
Benefits
- Flexible PTO
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- health, dental, vision, 401k
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Number of Employees
501-1,000 employees
