Tax Principal
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: Albuquerque • Arizona, New Mexico • 🇺🇸 United States
Visit company websiteJob 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
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
tax compliancetax consultingtax lawpublic accountingwork papers reviewtax returns preparationbusiness developmentclient deliverables review
Soft skills
leadershipmentoringclient relationship managementcommitmentcommunication
Certifications
CPAJDEA