Tax Principal - High Net Worth

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
Our Perks:
* Flexible PTO (designed to offer flexible time away for you!)
* Up to 12 weeks paid parental leave
* Paid Volunteer Time Off
* Mental health coverage
* Quarterly Wellness stipend
* Fertility benefits
* Complete list of benefits here
We currently have a fabulous opportunity to join our Private Client Tax practice as a Tax Principal - High Net Worth in one of our New England area offices!
How you'll create opportunities in this Tax Principal role:
* 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.
* 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.
What you will need:
* Bachelor's or Master's in Accounting, Taxation or related field
* Current CPA licensure required. (JD 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
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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.