CLA (CliftonLarsonAllen)

Tax Principal – Real Estate

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: Sacramento • California • United States

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Salary

💰 $165,000 - $305,000 per year

Job Level

Lead

About the role

  • 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 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.

Requirements

  • 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 partnership tax knowledge
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
  • Complete list of benefits here
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax compliancetax consultingtax lawpublic accountingtax returnsengagement letterswork papersbusiness developmentclient deliverablespartnership tax
Soft Skills
leadershipmentoringclient relationship managementcommunicationcommitmentteam collaborationorganizational skillsproblem-solvingtime managementadaptability
Certifications
CPAJDEA