Director, Tax Transformation
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: Racine • Texas, Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Oversees development of process documentation, standardization, and training of transformation processes across the firm.
- Delivers training to practitioners and champions as needed.
- Develops communication and implementation plans that encourage adoption of initiatives and foster change management.
- Oversees and leads project management teams, assigning tasks to team members as needed.
- Leads annual transformation projects.
- Identifies and consults with subject matter experts (SMEs) for project initiatives.
- Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership.
- Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.
- Leads measurement of key performance metrics (KPI’s), reporting, and analysis.
- Coordinates with other areas of the firm to monitor success metrics as needed.
- Provides training to junior members of the Transformation team and acts as point of escalation for complex transformation questions. May act as Peer Advisor and/or Career Coach to assist other family members in growing their inspired careers.
Requirements
- 7 years of public accounting or professional services experience required.
- Bachelor's degree is required.
- Combination of relevant experience, education, and training may be accepted in lieu of degree.
- Proficiency with Microsoft Outlook and Office products (Word, Excel, PowerPoint, etc.) required.
- Strong project management skills required (attention to accuracy, timeliness, conflict resolution, and alignment to priorities and commitments).
- Basic knowledge of one or more applications used by CLA’s practitioners preferred (CCH Axcess Tax suite, CCH Pfx Engagement, FloQast, QuickBooks, etc.).
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementprocess documentationchange managementkey performance metricstraining developmentconflict resolutionaccuracytimeliness
Soft skills
leadershipcollaborationcommunicationcoachingproblem-solving