Manager/Director – Transaction Tax

CLA (CliftonLarsonAllen)

Transaction Tax Manager/Director advising private equity groups, family offices, and strategic buyers for CLA, a national professional services firm. Leading tax due diligence, structuring, modeling, and acquisition or disposition engagements.

Posted 8/17/2026full-timeNew York City • Arizona, Illinois, Massachusetts, New York • 🇺🇸 United StatesLead💰 $131,000 - $258,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax due diligence, compliance, and consulting services, with a strong focus on managing client relationships and mentoring team members. Proficient in delivering tax structuring and modeling for private equity and strategic buyers.

Highest-signal resume keywords

Tax Due DiligenceFederal Tax ComplianceCPA LicenseClient Relationship ManagementTeam Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax StructuringTax ModelingFinancial Statement ReviewLegal Document ReviewBudget Monitoring

Soft Skills

CommunicationLeadership

Certifications & Qualifications

CPA LicenseJD DegreeEnrolled Agent Certification

Industry Keywords

Private EquityFamily OfficesStrategic BuyersSALTInternational Tax

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Manage and develop relationships with new business development contacts and existing clients
Mentor team members
Deliver tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions
Serve private equity investor groups, family offices, and strategic buyers
Work with SALT, International Tax, and Federal Tax Solutions specialty tax groups
Perform tax due diligence through review of tax returns, legal documents, and financial statements
Write and review tax due diligence reports
Lead engagement progress by monitoring time, budgets, and deadlines
Communicate important developments, facts, conclusions, and recommendations to the engagement principal

Requirements

What you’ll need

Bachelor's Degree in Accounting, Finance, or a related field required
Minimum 5 years of experience performing federal, state, and/or international tax compliance, planning, and consulting services
CPA license certification required
A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Flexible work and autonomy
Professional development and career growth opportunities
Choice of industry specialization, service capability, career path, and mobility
Physical, financial, social, and emotional wellness support