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CLA (CliftonLarsonAllen)

Tax Principal

Reposted 22 Days Ago
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In-Office
Charlotte, NC, USA
Expert/Leader
In-Office
Charlotte, NC, USA
Expert/Leader
The Tax Principal leads tax compliance and consulting services, manages client relationships, reviews work, and develops new business opportunities.
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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 or Charlotte office. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. 

    Relocating?   This is an onsite position in any one of our North Carolina offices. Comprehensive relocation package to candidates willing to relocate to North Carolina full-time.  Birmingham, AL, Huntsville, AL, Montgomery, AL, Louisville, KY, Lexington, KY, Bowling Green, KY, Greenville, SC, Charleston, SC, Columbia, SC, Richmond, VA, Charleston, WV, Savannah, GA, Knoxville, TN, Chattanooga, TN, Kingsport, TN.

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

    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.

    Top Skills

    Accounting
    Cpa
    Taxation

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