Tax Manager/Director - Banking and Specialty Finance

CLA (CliftonLarsonAllen)•Peoria, IL

5d•$92,000 - $171,000

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. CLA is seeking a Banking and Specialty Finance Tax Manager/Director to join and lead its Financial Services Tax practice. This role is for a strategic, growth-minded individual who will guide the long-term direction, talent development, and client strategy of the group.

Requirements

A minimum of 6 years of experience serving in a tax role with a public accounting firm.
A bachelor’s degree in accounting, Finance, or a related field.
CPA is required. JD or EA may be accepted in place of CPA certification.
Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

Responsibilities

Consult with clients on business processes such as succession and tax planning.
Lead, schedule, supervise, and review tax engagements.
Develop and train team members to help them build inspired careers.
Foster and build opportunities for our clients, communities, and people.
Become an industry professional and attend industry-leading events and trainings.
Perform a range of tax procedures in accordance with the size and complexity of the engagement.
Review complex individual and corporate tax returns.