Tax Principal - Private Client Services - Bellevue, Lacey or Tacoma, WA offices

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 include flexible PTO (designed to offer flexible time away for you!), up to 12 weeks paid parental leave, paid volunteer time off, mental health coverage, and a quarterly wellness stipend. Fertility benefits are also available. A complete list of benefits can be found here. CLA is currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington - Private Client Services Practice. The P / SD contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. In this Tax Principal - Private Client Services role, you will 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. You will assume full responsibility for clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection. You will review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees. You will also review and approve work papers and trust, estate, gift and high net worth individual income tax returns prepared by staff. You will review and sign client deliverables. You will keep current on tax law changes. You will actively develop new business and expand services to existing clients. You will collaborate with CLA's Wealth Advisory practice and other client professionals. You will demonstrate commitment to the firm through a willingness to devote time to the practice.

What you will need includes a 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), and 10+ years of public accounting experience in a tax role with a public accounting and / or professional services firm. 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. These same factors may cause starting pay to be below or above the posted range. For Washington, the range for this position is $160,000 - $350,000. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE / AA Employer / Vets / Disability.