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

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. 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.

• 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

• 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.
• 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.
• 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.

• 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

For Washington, the range for this position is $160,000 - $350,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.