Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

Experience supervising, coaching, and developing staff.
Business and client service development experience.
Ability to travel to client sites, as needed.
Experience in the high net worth area preferred.

At CLA, we are committed to helping our people lead fulfilling lives and reach their highest potential. We offer our professionals the opportunity to work with a variety of clients, develop their skills, and advance their careers in a culture that values collaboration, innovation, and inclusion.

Salary:

At CLA, we offer competitive salaries commensurate with experience.

Company is seeking an experienced Tax Principal – High Net Worth to join our Private Client Tax practice. In this role, the successful candidate will 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.

The ideal candidate should possess a Bachelor’s or Master’s in Accounting, Taxation or related field and have a current CPA licensure (JD may be accepted in lieu of CPA). They should have 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm. They should also have experience supervising, coaching, and developing staff, business and client service development experience, and the ability to travel to client sites, as needed. Experience in the high net worth area is preferred.

At CLA, we offer competitive salaries commensurate with experience and provide our professionals with the opportunity to work with a variety of clients, develop their skills, and advance their careers in a culture that values collaboration, innovation, and inclusion. Our perks include flexible PTO, up to 12 weeks paid parental leave, paid volunteer time off, mental health coverage, and quarterly wellness stipend.

Job Summary:

Company is looking for an experienced Tax Principal – High Net Worth to join our Private Client Tax practice. The successful candidate will 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.

Job Responsibilities:

Lead a team of tax and industry professionals to deliver tax compliance and consulting services.
Mentor 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 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.

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.
Experience supervising, coaching, and developing staff.
Business and client service development experience.
Ability to travel to client sites, as needed.
Experience in the high net worth area preferred.

Salary:

At CLA, we offer competitive salaries commensurate with experience.

Benefits:

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

Company is looking for an experienced Tax Principal – High Net Worth to join our Private Client Tax practice. The successful candidate will 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.

The ideal candidate should possess a Bachelor’s or Master’s in Accounting, Taxation or related field and have a current CPA licensure (JD may be accepted in lieu of CPA). They should have 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm. They should also have experience supervising, coaching, and developing staff, business and client service development experience, and the ability to travel to client sites, as needed. Experience in the high net worth area is preferred.

At CLA, we offer competitive salaries commensurate with experience and provide our professionals with the opportunity to work with a variety of clients, develop their skills, and advance their careers in a culture that values collaboration, innovation, and inclusion. Our perks include flexible PTO, up to 12 weeks paid parental leave, paid volunteer time off, mental health coverage, and quarterly wellness stipend.

## Tax Principal - High Net Worth

Company is looking for an experienced Tax Principal – High Net Worth to join its Private Client Tax practice. The successful candidate will be responsible for leading 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.

The ideal candidate should possess a Bachelor’s or Master’s in Accounting, Taxation or related field and have a current CPA licensure

Not Specified

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

Not Specified

Tax Law Changes, Client Relationships, Team Leadership, Business Development

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, CPA License

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