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Tax Principal - Private Industries

Tax Principal - Private Industries

CliftonLarsonAllenDallas, TX, US
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Tax Principal Or Signing Director

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 or Signing Director to join our San Antonio, TX Private Industry Tax Team focusing on S-Corps, Partnerships and Individuals. The Principal / Signing Director 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 firms services to fully meet clients needs.
  • Assume full responsibility for all services for clients in a book of business.
  • Actively develop new business and expand services to existing clients.
  • 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.
  • Demonstrate commitment to the firm through a willingness to devote time to the practice.

    • What you will need :

  • Bachelors or Masters 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

    • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    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.

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