Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

5+ years of experience managing people and/or projects.
Experience with high net worth individuals and their tax and financial planning needs.
Ability to maintain effective client relationships and build client loyalty.
Proven track record of developing new business and expanding services to existing clients.
Ability to lead and manage staff and projects.
Ability to identify and resolve complex tax and financial planning issues.
Ability to prioritize and manage multiple projects simultaneously.
Ability to travel to meet with clients, as needed.


# Tax Principal - High Net Worth
## Job Summary
CLA is a top 10 national professional services firm that creates opportunities for their clients, people, and communities through wealth advisory, digital, audit, tax, consulting, and outsourcing services. They are looking for a Tax Principal – High Net Worth to join their Private Client Tax practice in one of their New England area offices. The Tax Principal will lead a team of tax and industry professionals to deliver tax compliance and consulting services, and will be responsible for a book of business, developing new business, and expanding services to existing clients.

## Job Responsibilities
- 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
- Assume full responsibility for all services for clients in a book of business
- 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
- Actively develop new business and expand services to existing clients
- Demonstrate commitment to the firm through a willingness to devote time to the practice

## Job Qualifications
- 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
- 5+ years of experience managing people and/or projects
- Experience with high net worth individuals and their tax and financial planning needs
- Ability to maintain effective client relationships and build client loyalty
- Proven track record of developing new business and expanding services to existing clients
- Ability to lead and manage staff and projects
- Ability to identify and resolve complex tax and financial planning issues
- Ability to prioritize and manage multiple projects simultaneously
- Ability to travel to meet with clients, as needed

## Benefits
CLA offers a competitive salary and an excellent benefits package, including:
- 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

## Salary
Competitive salary offered.

Flexible PTO, Up to 12 weeks paid parental leave, Paid Volunteer Time Off, Mental health coverage, Quarterly Wellness stipend, Fertility benefits

Mentoring, Tax Accounting, Tax Compliance, Tax Consulting, Leadership, Client Relationship Management, Technical and Analytical Skills, Fast-paced Team Environment

Bachelor’s or Master’s in Accounting, Taxation or related field

review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees

Qualification and Experience Bachelor’s or Master’s in Accounting, Taxation or related field, Current CPA licensure required. (JD may be accepted in lieu of CPA).

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