Tax Principal

Posted 11 Days Ago
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San Antonio, TX
Expert/Leader
Fintech
The Role
The Tax Principal role involves managing client relationships, providing proactive consultation, delivering services seamlessly, and leading client service management. This position requires exceptional technical skills, integrity, and a focus on relationship development to enhance CLA's tax advisory capabilities.
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:

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 Signing Director to join our Private Client Tax practice in our Atlanta office. The 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 Tax Principal role:

  • Client Advisory: Anticipates client needs and looks for opportunities to provide proactive consultation. Manages a book of business for their clients. The Signing Director has 100% accountability for the client relationship and deliverables. 
  • Service Advocacy: Leads the seamless delivery of services with clients. Knows, understands, and delivers seamlessly the firm’s full breadth and depth of industry and service capabilities across the businesses of Outsourcing, CLA Wealth Advisory and the Accounting, Tax and Advisory practice. Grows CLA revenues by bringing new services to our existing client relationships.
  • Relationship Development: Possesses a high degree of integrity, delivers high quality and demonstrates the desire to be held to the highest of ethical and quality standards. Owns the client relationships. Builds and deepens the client relationship. 
  • Leadership: Excels at providing leadership in client service management and operational excellence.
  • Technical Competencies: Demonstrates excellent technical skills to support the specific business(es) served.

What you will need:

  • Bachelor’s or Master’s in Accounting, Taxation or related field
  • Current CPA licensure required. (JD 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.

Top Skills

Accounting
Taxation
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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