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Tax Principal
CliftonLarsonAllen
Boston, MA, United States
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Description CLA, THE Career-Building Firm, is recruiting a Tax Principal to lead and develop our Private Sector tax practice in Quincy, MA!
About CLA, THE Career - Building Firm:
CLA exists for one reason: to create opportunities for our clients, our people, and our communities.
As a premier professional services provider to privately held businesses and their owners, CLA provides a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Audit, Tax & Consulting, 2) Wealth Advisory and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value, including unmatched career choice, flexibility and mobility.
Why this is THE Career - Building opportunity for you!
The Tax Principal is a newly created key leadership position in CLA’s Northeast Region, providing you a GREAT opportunity to accelerate your career and make an impact at a Top 10 firm! As an entrepreneurial tax leader in our NE Region, you will be supported by a firm that is leading by tax, investing significant focus and resources to nationwide tax initiatives. Your career will include:
• The opportunity to develop and expand the Boston market’s Private Sector tax practice, including strengthening existing client relationships and developing new client relationships, with privately held businesses and their owners. The current Quincy practice has deep specialization in the healthcare industry, but the sky is the limit! You will have the autonomy and the support by our New Bedford office and nationally to expand and deepen our regional tax practice in various industries (Manufacturing & Distribution, Construction, Real Estate, Commercial Services, Life Sciences, Technology and International).
• 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.
• Make a significant impact at both a local and regional level, by having a key role in the integration of the NE Region’s tax practices (Quincy, Lexington and New Bedford). This includes best practices, standardization and merging workflow systems.
• Future opportunities to expand your career to a larger regional tax leadership role.
• Be part of a talented team and a firm that is committed to knowing you and helping you create opportunities for your career and your clients. We Promise to Know You and to Help You – this is the CLA Promise. Learn more about CLA and the CLA Promise https://www.claconnect.com/-/media/files/white-papers/2017clapromisereport.pdf?la=en
Requirements
Your experience includes:
• Bachelor’s or Master’s degree in Accounting or related field required
• 12 + years of experience serving in a tax role with a public accounting and/or professional services firm
• Significant demonstrated experience managing business tax engagements with a deep understanding of partnership, S corporation and C corporation concepts
• Proven ability to strengthen existing client relationships, new business development and mentoring team members
• Experience providing complex tax planning strategies to high net worth clients
• Current CPA licensure required
Skills/Knowledge
• Ability to provide seamless, integrated services to clients
• Excellent written and verbal communication skills
• Demonstrated ability to manage and build client relationships
• Ability to coach and mentor members of the team
• Must be detail-oriented and be able to manage multiple projects and deadlines
• Desire to be an intricate part of business development and marketing strategies
• Ability to work independently yet be part of a strong tax team
ABOUT THE FIRM
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
EOE/AA Employer/M/W/Vets/Disability