Principal or Signing Director - National Exempt Tax (NExT)

CLA (CliftonLarsonAllen)•Boston, MA

3d•$165,000 - $400,000•Hybrid

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities through various services including wealth advisory, digital, audit, tax, consulting, and outsourcing. With over 8,500 employees and 130 U.S. locations, CLA emphasizes a culture that values diverse perspectives. The firm is seeking an experienced Principal or Signing Director – National Exempt Tax (NExT) to join their team, offering growth, advancement opportunities, flexibility, and a collaborative work environment. The ideal candidate will possess strong interpersonal and leadership skills, the ability to manage a team, problem-solving capabilities, sound judgment, and a high level of integrity.

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)
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
High level of integrity and dependability with a strong sense of urgency and results-orientation

Nice To Haves

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.