Tax Principal or Signing Director
At a glance
Director-level Tax role at Cliftonlarsonallen. Connection Center-Tempe · full-time · $190,000–$300,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Lead tax professionals delivering compliance and advisory work, while coaching them to understand client needs and businesses
- Take full ownership of client services across your book, from agreeing engagement terms and fees to signing final deliverables
- Approve staff-prepared workpapers and tax returns, and stay up to date as tax rules change
- Bring in new clients and grow the services provided to existing relationships
What you bring
- A bachelor’s or master’s degree in accounting, taxation or a related area
- An active CPA license; a JD or EA may qualify instead
- At least ten years in tax within public accounting or professional services
- Strong command of individual tax compliance and advisory work, including gift, estate and trust matters
Who this fits
This senior role suits an experienced tax leader who can manage client relationships, develop business and guide a team. You’ll join the Gift, Estate and Trust tax group in a Southwest or Rockies office.
From the employer
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 Gift, Estate and Trust (GET) tax team in one of our Southwest/Rockies offices. This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.
How you'll create opportunities in this role:
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.
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.
Actively develop new business and expand services to existing clients.
Demonstrate commitment to the firm through a willingness to devote time to the practice.
What you will need:
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
Deep knowledge in individual tax compliance and consulting, including gift, estate, and trust tax
Compensation Strategy
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in CO is $190,000 to $300,000.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.