Tax Principal – Banking and Specialty Finance
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: Colorado Springs • Colorado • Illinois • United States
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Salary
💰 $190,000 - $300,000 per year
Job Level
About the role
- Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services
- Assume the role of industry tax leader for the financial services group
- Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities
- Develop new business and expand services to existing clients
- Keep current on tax law changes
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
- 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
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Comprehensive benefit options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax advisorytax consultingpublic accountingASC 740partnership taxationREITsfinancial instruments
Soft Skills
leadershipmanagementbusiness development
Certifications
CPAJDEA