Tax Principal – Financial Services Group

CLA (CliftonLarsonAllen)

. Lead a team of tax and industry professionals delivering tax advisory and consulting services .

Posted 10/6/2026full-timeUnited StatesLead💰 $130,000 - $400,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax advisory and consulting services, with a strong focus on financial services. Proven ability to lead teams, manage client engagements, and stay current on tax law changes.

Highest-signal resume keywords

CPA LicensurePublic Accounting ExperienceTax Advisory ServicesTax Law KnowledgeClient Engagement Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

TaxationASC 740Partnership TaxationREITsFinancial Instruments

Soft Skills

MentoringClient Relationship ManagementTeam Leadership

Certifications & Qualifications

CPAJDEA

Industry Keywords

Financial ServicesBanksInsurance CompaniesInvestment FundsSpecialty Finance Entities

About the role

Key responsibilities & impact

Lead a team of tax and industry professionals delivering tax advisory and consulting services
Mentor the team and develop deep understanding of clients’ businesses
Serve as industry tax leader for the financial services group and report to the Managing Principal of Industry
Grow the tax practice nationally
Lead and manage tax engagements for banks, insurance companies, investment funds, and specialty finance entities
Assume full responsibility for all services for clients in a book of business
Develop new business and expand services to existing clients
Review and sign engagement letters, discuss assignments with clients and staff, and approve fees
Review and approve work papers and tax returns
Review and sign client deliverables
Keep current on tax law changes
Demonstrate commitment to the firm through willingness to devote time to the practice

Requirements

What you’ll 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
Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities
Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Comprehensive benefit options supporting physical, financial, social, and emotional well-being