Tax Principal – Signing Director

• Develop client relationships by delivering tax planning and consulting services
• Understand clients' businesses and deliver firm services to meet their needs
• Assume full responsibility for all services for clients in a book of business
• Review and sign engagement letters
• Discuss assignment nature and terms with clients and staff
• Approve fees
• Review and approve work papers and tax returns prepared by staff
• Review and sign client deliverables
• Keep current on tax law changes
• Provide consultation services and technical expertise to clients and CLA professionals
• Strengthen existing client relationships
• Develop new business
• Mentor team members

• 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

Demonstrates expertise in tax planning and consulting, with a strong focus on client relationship management and business development. Holds a CPA license and possesses extensive public accounting experience, ensuring compliance with current tax laws and regulations.

• Tax Planning
• Client Relationship Management
• Public Accounting Experience
• CPA Licensure
• Business Development

• Tax Consulting
• Tax Law Knowledge
• Engagement Letter Review
• Work Paper Review
• Tax Return Approval

• Mentoring
• Communication
• Client Engagement

• CPA
• JD
• EA

• Public Accounting
• Professional Services
• Taxation
• Client Deliverables
• Business Development