Principal or Signing Director - National Exempt Tax (NExT)

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8 Locations
In-Office
165K-400K Annually
Expert/Leader
Consulting
The Role
Lead and grow the National Exempt Tax practice serving healthcare, higher education, and nonprofit clients. Provide technical tax guidance, review and sign exempt organization returns, research and draft tax memoranda, manage engagements, ensure compliance, and mentor staff.
Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is growing and seeking to hire an experienced Principal or Signing Director – National Exempt Tax (NExT) to join our talented firm. The position offers growth, opportunities for advancement, flexibility and a collaborative work environment. In this position you should have the following: excellent interpersonal skills with the ability to communicate at all levels; strong leadership skills and the ability to manage a team of controversy professionals; problem solving and creative abilities, coupled with sound judgment; ability to manage multiple matters; strategic skills to build a practice; and high level of integrity and dependability with a strong sense of urgency and results-orientation.

How you’ll create opportunities in this Principal or Signing Director – National Exempt Tax (NExT) 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.

What you will need:

·         Bachelor's Degree in Accounting, Finance, or a related field

·         Minimum of 10+ years of experience serving in a tax role with public accounting and/or professional services firm

·         CPA required (JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification)

·         Experience specializing in tax exempt organizations preferred

Our approach to compensation emphasizes collaboration and career growth.  We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.  

The compensation range for this position in Massachusetts is $165,000 - $300,000

The compensation range for this position in Maryland is $200,000 - $350,000

The compensation range for this position in New Jersey is $180,000 - $400,000

The compensation range for this position in New York is $340,000 - $400,000

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.

Skills Required

  • Bachelor's Degree in Accounting, Finance, or related field
  • Minimum of 10+ years in a tax role with public accounting or professional services firm
  • CPA (JD or Enrolled Agent may be accepted in lieu)
  • Experience specializing in tax exempt organizations
  • Excellent interpersonal and communication skills at all levels
  • Strong leadership skills and ability to manage a team of controversy professionals
  • Problem solving and creative abilities, sound judgment
  • Ability to manage multiple matters and excel at engagement management
  • Strategic skills to build a practice
  • High level of integrity, dependability, sense of urgency, and results-orientation

CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

  • Wellbeing & Lifestyle Benefits Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
  • Parental & Family Support Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
  • Retirement Support Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.

CLA (CliftonLarsonAllen) Insights

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The Company
HQ: Minneapolis, MN
6,600 Employees
Year Founded: 2012

What We Do

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. Learn more about CLA.

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