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

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. 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 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.

How you will create opportunities in this Tax Principal - Private Client Services role:

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, mentoring the team to understand clients’ businesses and deliver the firm’s services to fully meet client needs.
• Assume full responsibility for clients in a book of business, including gift, estate, and trust tax planning and consulting services with planning strategies to minimize estate taxes, business succession, and asset protection.
• 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 trust, estate, gift and high net worth individual income 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.
• Collaborate with CLA’s Wealth Advisory practice and other client professionals.
• 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 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To view a complete list of benefits, .

Wellness at CLA

We focus on the physical, financial, social, and emotional well-being of our CLA family members and offer comprehensive benefit options including health, dental, vision, 401k, and more.

To view a complete list of benefits, .