Tax Principal - Private Client Tax
Tax Principal - Private Client Tax
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 currently seeking a Tax Principal to join our Private Client 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
CLA is an equal opportunity employer. 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.
For more information about CLA and our benefits, visit CLAconnect.com.
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