Tax Manager/Director - Financial Services
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. CLA is currently seeking a Tax Director or Manager to join our Minneapolis or one of our other Midwest Financial Services Tax practice offices. How you’ll create opportunities in this Tax role: 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.
Requirements
- You have a minimum of 6 years of experience serving in a tax role with a public accounting firm.
- You have 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.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
