Tax Principal or Signing Director

CliftonLarsonAllen•Irvine, CA

15d

About The Position

CLA is seeking a Tax Principal or Signing Director to support its Southern California offices. The role contributes at the highest level in the industry through client advisory, service advocacy, relationship development, and leadership. The position leads tax and industry professionals in delivering tax compliance and consulting services, takes full responsibility for services provided to clients in a book of business, and actively develops new business and expands services to 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 a team of tax and industry professionals in delivering tax compliance and consulting services.
Mentor team members to understand clients’ businesses and deliver services that meet their 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.
Develop new business and expand services to existing clients.
Demonstrate commitment to the firm by devoting time to the practice.