
Tax Principal Financial Services Group
MILWAUKEE, WIJob$140–300K/yrSeen todaySeen in employer's feed today
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Job overview
CLA is seeking a Financial Services Tax Principal to lead tax advisory and consulting services for financial services clients and grow the tax practice nationally. The role includes leadership, client relationship development, engagement oversight, and responsibility for a book of business. The Principal will mentor team members and provide tax services to banks, insurance companies, investment funds, and specialty finance entities.
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Full job description
JOB REQUIREMENTS: CLA is currently seeking a Financial Services Tax Principal to join our Financial Services Group. The Principalcontributes 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: Become part of the leadership of a team of tax and industry professionals to deliver tax advisory 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 the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally. Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities. 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). 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities. Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments. 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 Minnesota is: $130,000.00 - $400,000.00 The compensation range for this position in Illinois is: $140,000.00 - $300,000.00 #Li-CD1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical,... For full info follow application link. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/41181030D3DF490F
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