CLA (CliftonLarsonAllen) Logo

CLA (CliftonLarsonAllen)

Tax Principal

Posted 17 Days Ago
Be an Early Applicant
3 Locations
Senior level
3 Locations
Senior level
Lead a team of tax professionals in compliance and consulting services, manage client relationships, and develop new business opportunities.
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.

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
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA is currently seeking a Tax Principal to join our Charlotte or Raleigh office. The Principal 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 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

#LI-CD1

Equal Opportunity Employer /AA Employer/Minorities/Women/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.

Top Skills

Cpa
Ea
Jd

Similar Jobs

6 Days Ago
Charlotte, NC, USA
Senior level
Senior level
Other
The Passthrough Tax Principal will oversee tax return preparation, provide consulting expertise, develop tax strategies, and mentor staff while managing client relationships.
Top Skills: Accounting SoftwareTax Compliance Software
Senior level
Fintech • Consulting
This role involves overseeing international tax projects for clients, developing tax-planning solutions, and managing project teams. Requires strong knowledge of U.S. tax rules and excellent communication skills.
Top Skills: ExcelMicrosoft WordOutlookPowerPointSalesforceWorkday
Junior
AdTech • eCommerce • Food • Marketing Tech • Retail
Responsible for administrative oversight of Accounts Payable/Receivable and ensuring timely execution and accuracy in compliance with regulations.
Top Skills: ExcelMicrosoft SuiteSap S4/Hanna

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