Tax Principal - Financial Services Group; FSG

CLA is currently seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How you'll create opportunities in this role:
Become part of the leadership of a team of tax and industry professionals to deliver tax advisory 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 the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally.

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. Actively develop new business and expand services to existing clients. 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. 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.

The compensation range for this position in Minnesota is: $ - $

The compensation range for this position in Illinois is: $ - $

• 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.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact myp

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through Clifton Larson Allen  Wealth Advisors, LLC, an SEC-registered investment advisor.

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