Tax Principal - Private Client Services - Bellevue, Lacey or Tacoma, WA offices

CLA (CliftonLarsonAllen) • Lacey, WA

82d • $160,000 - $350,000

About The Position

CLA is currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington - Private Client Services Practice. The P/SD contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. In this role, you will lead 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. You will assume full responsibility for clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection. You will review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees. Additionally, you will review and approve work papers and trust, estate, gift and high net worth individual income 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, and collaborate with CLA’s Wealth Advisory practice and other client professionals. Demonstrating commitment to the firm through a willingness to devote time to the practice is essential.

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.

Responsibilities

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services.
• Mentor the team to develop a deep understanding of clients' businesses.
• Assume full responsibility for clients in a book of business.
• Provide a full range of services including gift, estate, and trust tax planning.
• Review and sign engagement letters and discuss terms with clients and staff.
• Approve fees and review work papers and tax returns prepared by staff.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Collaborate with CLA’s Wealth Advisory practice and other client professionals.

Benefits

• Flexible PTO
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Health, dental, vision insurance
• 401k and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Master's degree