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Tax Principal - Financial Services

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2025-11-25
Job specializations:
  • Finance & Banking
    Financial Compliance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 145000 - 300000 USD Yearly USD 145000.00 300000.00 YEAR
Job Description & How to Apply Below
** How you'll
* create opportunities
* in this role:
*** 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’s 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.
*
* 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
* Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
* Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.

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. The compensation range for this position in Minnesota is**:** $145,000 - $350,00

The compensation range for this position in Illinois is: $145,000 - $300,000#LI-CD1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities     Click  to learn about your hiring rights.
** Wellness at CLA
** 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.

To view a complete list of benefits click .CLA is currently seeking a
** Financial Services*
* ** Tax Principal or Signing Director
** to join our
** Minneapolis
* * or on 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.
** Start your inspired career
** When you join CLA, you’ll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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