Tax Principal - Banking and Specialty Finance

CliftonLarsonAllen•Colorado Springs, CO

17d•$145,000 - $350,000

About The Position

CLA is currently seeking a Financial Services Tax Principal or Signing Director to join our Financial Services team . The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. How you'll create opportunities in this role: Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs. Assume the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally. Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities. Assume full responsibility for all services for clients in a book of business. Actively develop new business and expand services to existing clients Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees. Review and approve work papers and tax returns prepared by staff. Review and sign client deliverables. Keep current on tax law changes. Demonstrate commitment to the firm through a willingness to devote time to the practice.

Requirements

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

Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services
Mentor the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
Assume the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally.
Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
Assume full responsibility for all services for clients in a book of business.
Actively develop new business and expand services to existing clients
Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
Review and approve work papers and tax returns prepared by staff.
Review and sign client deliverables.
Keep current on tax law changes.
Demonstrate commitment to the firm through a willingness to devote time to the practice.