Tax Principal - Financial Services

Join to apply for the Tax Principal - Financial Services role at CLA (CliftonLarsonAllen) .

We are seeking a Financial Services Tax Principal or Signing Director to join our Minneapolis or one of our other Midwest offices. The Principal / Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

Responsibilities

• Become part of the leadership of 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 needs.
• Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.
• 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.

Qualifications

Compensation

Compensation range for this position in Minnesota : $145,000 - $350,000. For Illinois : $145,000 - $300,000.

Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.

Location(s)

Seniority Level

Mid-Senior level

Employment type

Full-time

Job Function

Finance and Sales

Industries

Accounting

Benefits

We focus on the physical, financial, social, and emotional well‑being of our CLA family members and offer comprehensive benefit options that include health, dental, vision, 401(k), and much more.

EEO Statement

Equal Opportunity Employer. Protected Veterans. Individuals with Disabilities.

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