Tax Principal – Financial Services Group

CLA (CliftonLarsonAllen)

. Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance 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 leading and mentoring financial services tax teams, with a strong focus on client relationship management, strategic growth, and technical tax knowledge. Proven ability to balance workloads, drive accountability, and enhance practice standards in a national capacity.

Highest-signal resume keywords

CPA CertificationPublic Accounting ExperienceTax Advisory ServicesTeam LeadershipClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

TaxationASC 740Partnership TaxationREITsFinancial Instruments

Soft Skills

CoachingFeedbackStrategic PlanningCommunicationTeam Building

Certifications & Qualifications

CPAJDEA

Industry Keywords

Financial ServicesPublic AccountingCompliance ServicesAdvisory ServicesTax Issues

About the role

Key responsibilities & impact

Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services
Serve as the industry tax leader and partner with leadership to grow the financial services tax practice nationally
Align priorities, support consistent execution across markets, and advance strategic growth goals
Set expectations, provide coaching and feedback, recognize contributions, support career development, and build a high-performing team
Manage workforce deployment and capacity planning across the national practice
Balance skills, workloads, deadlines, and development needs while supporting year-round planning and advisory work
Drive accountability for client service, technical quality, staffing leverage, workload balance, portfolio health, practice standards, and practice economics
Identify client relationship risks early and support effective escalation
Strengthen client relationships, expand services, develop pipeline opportunities, activate referrals and priority markets, and increase national recognition
Lead practice improvements, communicate decisions, and maintain team stability and client confidence

Requirements

What you’ll need

Bachelor’s or master’s degree in accounting, taxation, or a related field
Current CPA required; JD or EA may be accepted in lieu of CPA
10+ years of public accounting or professional services tax experience
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
Demonstrated success leading geographically dispersed teams and translating strategy into clear priorities and accountability

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Wellness support covering physical, financial, social, and emotional well-being