Tax Principal - High Net Worth

Min 10 yrs required

Full-time

No

Significant experience in high net worth tax consulting and compliance.
Knowledge of tax research software and the ability to utilize the firm’s research system.
Ability to maintain client confidentiality.
Excellent verbal and written communication skills.
High degree of initiative and self-motivation.
Demonstrated ability to develop new business.

Salary:

The salary for this position is competitive and commensurate with experience.


## Tax Principal - High Net Worth

CLA is a top 10 national professional services firm dedicated to creating opportunities for their clients, people, and communities. They currently have a fantastic opportunity to join their Private Client Tax practice as a Tax Principal – High Net Worth in one of their New England area offices.

### 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 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.
* Significant experience in high net worth tax consulting and compliance.
* Knowledge of tax research software and the ability to utilize the firm’s research system.
* Ability to maintain client confidentiality.
* Excellent verbal and written communication skills.
* High degree of initiative and self-motivation.
* Demonstrated ability to develop new business.

### Salary

The salary for this position is competitive and commensurate with experience.

### Perks

CLA offers a variety of perks to their employees, including:

* 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

If you’re looking to join a top 10 national professional services firm and create opportunities for clients, people, and communities, the Tax Principal – High Net Worth role at CLA may be the perfect opportunity for you!

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

Tax Compliance, Tax Consulting, Client Service, Technical Skills

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

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