CLA (CliftonLarsonAllen)

Manager/Director – National Exempt Tax

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: Indianapolis • Arizona • New Mexico • United States

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Job Level

Lead

About the role

  • Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization.
  • Demonstrate deep technical skills and have the above related industry knowledge.
  • Excel at engagement management and operational excellence.
  • Assist clients with meeting their tax and day to day compliance needs.
  • Research and draft technical tax memoranda on various tax issues for clients.
  • Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate.
  • Develop and mentor staff and oversee client engagement teams.

Requirements

  • Bachelor's Degree in Accounting, Finance, or a related field
  • Minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm
  • Experience specializing in tax exempt organizations preferred
  • CPA required (JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification)
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 & Tools
tax compliancetax memorandaexempt organization returnstax exempt organizationsengagement managementoperational excellence
Soft Skills
mentoringclient engagementleadership
Certifications
CPAJDEnrolled Agent (EA)