Signing Director - Owner Tax Team (HNW, Trusts, Partnerships)

CliftonLarsonAllen•Minneapolis, MN

1d•$160,000 - $220,000•Onsite

About The Position

CLA is currently seeking a Signing Director to join the CLA Owner Tax Team . The CLA Owner Tax Team provides tax, Private Client Services (PCS) and consulting services to active and retired CLA Owners. The Owner Program has grown significantly allowing us to expand the number of dedicated Signers to serve our Owners . The Sign ers contribute at the highest level, delivering impeccable client service, in a timely and proactive manner. How you'll create opportunities in this Tax Sign er role: Assume full responsibility for tax and Private Client Services (PCS) needs of Owners. Review and sign individual and trust tax returns. Keep current on federal and state tax law changes, identifying opportunities and risk areas. Actively participate in PCS meetings , providing tax insights and collaborating with Wealth. What makes this role unique: Manage a smaller number of client relationships, allowing for deep connections. Opportunity to expand client service by assisting with non-Owner PCS review and consulting. Engage in development of group learning for Owners, including Think Tank creative ideas. This role will be in office to engage with the team What you will need: Bachelor’s or Master’s in Accounting , Taxation or related field Current CPA licensure (JD or EA may be accepted in lieu of CPA) 8+ years of accounting experience in a tax role with a public accounting and/or professional services firm 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 Minnesota is : $160,000 - $220,000 #LI-CD1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. 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 .

Requirements

Bachelor’s or Master’s in Accounting , Taxation or related field
Current CPA licensure (JD or EA may be accepted in lieu of CPA)
8+ years of accounting experience in a tax role with a public accounting and/or professional services firm

Responsibilities

Assume full responsibility for tax and Private Client Services (PCS) needs of Owners.
Review and sign individual and trust tax returns.
Keep current on federal and state tax law changes, identifying opportunities and risk areas.
Actively participate in PCS meetings , providing tax insights and collaborating with Wealth.
Manage a smaller number of client relationships, allowing for deep connections.
Opportunity to expand client service by assisting with non-Owner PCS review and consulting.
Engage in development of group learning for Owners, including Think Tank creative ideas.