Principal or Signing Director - Transaction Tax
About The Position
CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. CLA is seeking a Principal or Signing Director to join its Transaction Tax practice. The role involves managing and developing client relationships, delivering tax due diligence, structuring, modeling, and special project engagements related to acquisitions and dispositions. The position also requires collaboration with specialty tax groups, performing tax due diligence, and leading engagement progress. CLA fosters an entrepreneurial environment with flexibility and autonomy.
Requirements
- Bachelor's Degree in Accounting, Finance, or a related field required.
- Minimum 10+ years of experience performing 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
Nice To Haves
- Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
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.
- Lead the engagement progress by monitoring time, budgets and deadlines for adherence.
Benefits
- health
- dental
- vision
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Principal
