Tax Principal - Pennsylvania

Posted Yesterday
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3 Locations
In-Office
Senior level
Consulting
The Role
Leads tax compliance and consulting services for S-Corps, partnerships, and individuals. Oversees client books of business, develops client relationships and new business, reviews and signs engagement letters, approves fees, reviews tax returns and work papers, signs deliverables, mentors tax professionals, and stays current on tax law changes.
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 currently seeking a Tax Principal or Signing Director to join our Pennsylvania Tax Team focusing on S-Corps, Partnerships and Individuals. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. 


How you'll create opportunities in this 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.
  • Actively develop new business and expand services to existing clients.
  • 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.
  • Demonstrate commitment to the firm through a willingness to devote time to the practice.

What you will need:

  • 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).
  • 8+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

#LI-CG1


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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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 or Master's degree in Accounting, Taxation, or a related field
  • Current CPA license; JD or EA may be accepted instead
  • At least 8 years of public accounting experience in a tax role

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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