CLA (CliftonLarsonAllen) Logo

CLA (CliftonLarsonAllen)

Tax Principal - Raleigh

Posted 2 Months Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Expert/Leader
In-Office
Charlotte, NC, USA
Expert/Leader
Lead tax professionals in delivering compliance and consulting services, oversee client books of business, approve engagement terms and fees, review tax returns and deliverables, stay current on tax law, mentor staff, and develop new business. The role requires senior client advisory, relationship development, service leadership, and significant public accounting tax experience.
The summary above was generated by AI

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 Raleigh office. Principals and Signing Director contribute 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 Tax Principal 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

    Our Perks:

    • Flexible PTO (designed to offer flexible time away for you!)
    • Up to 12 weeks paid parental leave
    • Paid Volunteer Time Off
    • Mental health coverage
    • Fertility benefits

    #LI-CG1


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
     
    Click here to learn about your hiring rights.


    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.

    CLA (CliftonLarsonAllen) Charlotte, North Carolina, USA Office

    Charlotte, United States

    Similar Jobs

    9 Minutes Ago
    Remote or Hybrid
    46K-84K Annually
    Senior level
    46K-84K Annually
    Senior level
    Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
    Investigates and processes commercial insurance claims, determines policy coverage, assesses damages and losses, establishes reserves, negotiates settlements, documents claim activity, and identifies potential fraud or subrogation. The role involves frequent communication with insureds, claimants, agents, and internal teams, along with coordination across appraisal, subrogation, and investigative units. It is hybrid, with office attendance twice monthly for eligible employees near designated locations.
    An Hour Ago
    Remote or Hybrid
    United States
    125K-170K Annually
    Senior level
    125K-170K Annually
    Senior level
    Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
    Leads data strategy for MetLife’s Group Benefits business by connecting business and Data & Analytics teams, establishing shared definitions, resolving ownership gaps, and improving governance and quality. The role leads Data Councils, supports Agile Release Trains, removes data-related blockers, and strengthens data foundations for decision-making, service delivery, analytics, and AI initiatives.
    Top Skills: Agile Release Trains (Arts)AIAnalyticsData GovernanceData Quality
    An Hour Ago
    Remote or Hybrid
    United States
    42K-50K Annually
    Senior level
    42K-50K Annually
    Senior level
    Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
    Performs daily accounting functions supporting incoming and outgoing funds, including wire processing, disbursements, misdirected money, suspense reconciliations, and cash reconciliations. Analyzes financial transactions, maintains general ledger accounts, investigates discrepancies, resolves reconciliation exceptions, and improves accounting processes, controls, and compliance. Partners collaboratively across teams to ensure accurate financial records and reliable customer and business fund operations.

    What you need to know about the Charlotte Tech Scene

    Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

    Key Facts About Charlotte Tech

    • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
    • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
    • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
    • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
    • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
    • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account