Tax Principal

Posted 8 Days Ago
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Livingston, NJ
7+ Years Experience
Fintech
The Role
Seeking a Tax Principal to join the New Jersey tax practice at CLA, responsible for client advisory, service advocacy, relationship development, and leadership in gift, estate & trust tax planning and consulting services. Must have 10+ years of public accounting experience and a Bachelor's or Master's degree in Accounting, Taxation, or related field.
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 9,500 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.

Our Perks:

  • 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
  • Complete list of benefits here

CLA is currently seeking a Tax Principal to join our New Jersey tax practice. The Principal 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 Tax Principal role:

  • Develop phenomenal client relationships by delivering a full range of gift, estate & trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns and collaborating with CLA’s wealth advisory practice and other client professionals.
  • Enjoy work that is meaningful and creates the opportunity to continually increase your marketplace value by providing consultation services and technical expertise to clients and CLA professionals.
  • Help build CLA’s Private Client tax practice by strengthening existing client relationships, new business development and mentoring team members.

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

#LI-CD1

Equal Opportunity Employer /AA Employer/Minorities/Women/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.

The Company
Century City, California
6,732 Employees
On-site Workplace
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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