Tax Principal - Austin/San Antonio
About The Position
CLA is seeking a Tax Principal or Signing Director to join its San Antonio, Texas Private Industry Tax Team, focusing on S-Corps, Partnerships, and Individuals. The Principal or Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. The role leads tax and industry professionals in delivering compliance and consulting services, takes full responsibility for services to a client book of business, and develops new business and existing client relationships. It also involves reviewing and approving engagement terms, fees, work papers, tax returns, and client deliverables, while keeping current on tax law changes.
Requirements
- Bachelor’s or Master’s degree in Accounting, Taxation, or a related field.
- Current CPA license 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 in delivering tax compliance and consulting services, mentoring the team to understand clients’ businesses and meet their needs.
- Assume full responsibility for all services for clients in a book of business.
- Develop new business and expand services to existing clients.
- Review and sign engagement letters; discuss assignment nature and terms with clients and staff; 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 willingness to devote time to the practice.
Benefits
- Comprehensive benefit options including health, dental, vision, and 401(k).
- Additional benefits are referenced but not specified.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
