Tax Principal - Private Client Tax

Min 10 yrs required

Full-time

No

Experience with high net worth individuals and closely held businesses.
Ability to travel as needed

Why work at CLA?

We are 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.
We are committed to providing an environment that helps our people grow and thrive. We provide opportunities for training, development, and advancement to help our people achieve their career goals.
Our people are our most important asset. We strive to create a supportive and enjoyable work environment that encourages collaboration and innovation.
We are proud to offer competitive compensation and benefits.


# Tax Principal - Private Client Tax

CLA is a top 10 national professional services firm, dedicated to creating opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. We are currently seeking a Tax Principal to join our Private Client Tax practice.

## Job Responsibilities

The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. Specific responsibilities include:

* Develop 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
* Review trust, estate, gift and high net worth individual income tax returns
* Collaborate with CLA’s wealth advisory practice and other client professionals
* Strengthen existing client relationships, new business development and mentoring team members

## Qualifications

* 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.
* Experience with high net worth individuals and closely held businesses.
* Ability to travel as needed

## Benefits

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. We are committed to providing an environment that helps our people grow and thrive. We are proud to offer competitive compensation and benefits, which include:

* Flexible PTO
* 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 and Location

The salary for the Tax Principal position will be competitive and commensurate with experience. The position is located in Woodcliff Lake, NJ.

If you are interested in this position, please apply.

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

Client Advisory, Service Advocacy, Relationship Development, Leadership

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

Apply through the website

Qualification and Experience 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).

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