Tax Principal - Private Industries

CLA (CliftonLarsonAllen)•Fort Worth, TX

5d•Onsite

About The Position

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Tax Principal or Signing Director to join our San Antonio, TX Private Industry Tax Team focusing on S-Corps, Partnerships and Individuals. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

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, 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 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.