Tax Principal - Financial Services

CliftonLarsonAllen • Minneapolis, MN

5d

About The Position

CLA is currently seeking a Financial Services Tax Principal or Signing Director to join our Minneapolis or on of our other Midwest offices. 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 compliance 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. 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. 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. Actively develop new business and expand services to existing clients. 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 compliance 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.
• 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.
• 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.
• Actively develop new business and expand services to existing clients.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Benefits

• 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 .

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Number of Employees: 5,001-10,000 employees