Signing Director - Owner Tax Team (HNW, Trusts, Partnerships) jobs in United States
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CLA (CliftonLarsonAllen) · 3 months ago

Signing Director - Owner Tax Team (HNW, Trusts, Partnerships)

CLA (CliftonLarsonAllen) is seeking a Signing Director to join the CLA Owner Tax Team, which provides tax and consulting services to CLA Owners. The role involves managing tax and Private Client Services needs, reviewing tax returns, and staying updated on tax law changes while fostering strong client relationships.

AccountingConsultingOutsourcing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assume full responsibility for tax and Private Client Services (PCS) needs of Owners
Review and sign individual and trust tax returns
Keep current on federal and state tax law changes, identifying opportunities and risk areas
Actively participate in PCS meetings, providing tax insights and collaborating with Wealth
Manage a smaller number of client relationships, allowing for deep connections
Opportunity to expand client service by assisting with non-Owner PCS review and consulting
Engage in development of group learning for Owners, including Think Tank creative ideas
This role will be in office to engage with the team

Qualification

CPA licensureTaxation expertiseAccounting experiencePublic accounting experienceClient service skills

Required

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)
8+ years of accounting experience in a tax role with a public accounting and/or professional services firm

Benefits

Health
Dental
Vision
401k
And much more

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

H1B Sponsorship

CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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T
Todd A. Steiner
Outsourcing CFO
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Company data provided by crunchbase