CLA (CliftonLarsonAllen) · 2 months ago
Tax Principal - Financial Services
St Cloud, MN
Full-time
Onsite
Lead/Staff, Director/Executive
10+ years expCLA (CliftonLarsonAllen) is seeking a Financial Services Tax Principal or Signing Director to join their Minneapolis office. The role involves leading tax engagements for financial services clients, managing a team, and ensuring high-quality client service and compliance.
AccountingConsultingOutsourcing
Responsibilities
Become part of the leadership of 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
Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities
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
Qualification
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)
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
Health
Dental
Vision
401k
And much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
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 StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Company data provided by crunchbase