Tax Principal or Signing Director

CLA (CliftonLarsonAllen) • Irvine, CA

20h • $165,000 - $400,000

About The Position

CLA is seeking a Tax Principal or Signing Director to support its Southern California offices. This role contributes at the highest level in its industry and focuses on client advisory, service advocacy, relationship development, and leadership. The position leads tax and industry professionals in delivering tax compliance and consulting services, assumes responsibility for services provided to a book of business, and develops new business and expands services for existing clients.

Requirements

• Bachelor’s or master’s degree in accounting, taxation, or a related field.
• Current CPA licensure required; a JD or EA may be accepted in lieu of a CPA.
• 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm.
• Deep healthcare or individual tax knowledge.

Responsibilities

• Lead tax and industry professionals in delivering tax compliance and consulting services, mentoring the team and developing a deep understanding of clients’ businesses and needs.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters; discuss assignment scope and terms with clients and staff; and approve fees.
• Review and approve staff-prepared work papers and tax returns.
• 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

• Comprehensive benefits options including health, dental, vision, and 401(k).
• Well-being support focused on physical, financial, social, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal