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CLA (CliftonLarsonAllen)

Principal or Signing Director - Transaction Tax

Posted One Month Ago
Be an Early Applicant
In-Office
San Francisco, CA, USA
140K-400K Annually
Expert/Leader
In-Office
San Francisco, CA, USA
140K-400K Annually
Expert/Leader
Leads transaction tax engagements for private equity investors, family offices, and strategic buyers, including tax due diligence, structuring, modeling, and special projects related to acquisitions and dispositions. Builds client relationships, develops new business, mentors team members, collaborates with specialty tax groups, reviews financial and legal records, prepares due diligence reports, and manages engagement budgets, timelines, and progress.
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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.

CLA is currently seeking a Principal or Signing Director to join our Transaction Tax practice.

How you’ll create opportunities in this role:

  • Manage and develop relationships with new business development, existing clients and mentoring team members.
  • Develop client relationships by delivering a full range of tax due diligence, structuring, modeling and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices and strategic buyers.
  • Work with CLA specialty tax groups as needed (SALT, International Tax, and Federal Tax Solutions).
  • Perform tax due diligence projects through a review of tax returns, legal documents, and financial statements, and write and review tax due diligence reports.
  • Thrive in an entrepreneurial environment that offers a ton of flexibility, autonomy, and the encouragement to make things happen.
  • Lead the engagement progress by monitoring time, budgets and deadlines for adherence.

What you will need:

  • Bachelor's Degree in Accounting, Finance, or a related field required.
  • Minimum 10+ years of experience performing federal, state, and/or international tax compliance, planning, and consulting services
  • CPA license certification required. A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in California is: $165,000.00 - $400,000.00

The compensation range for this position in Colorado is: $190,000.00 - $300,000.00

The compensation range for this position in Illinois is: $140,000.00 - 300,000.00

The compensation range for this position in Massachusetts is: $165,000.00 - $300,000.00

The compensation range for this position in Minnesota is: $130,000.00 - $400,000.00

The compensation range for this position in New York is: $340,000.00 - $400,000.00

The compensation range for this position in Viginia is: $165,000.00 - $249,000.00

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Equal Opportunity Employer/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.

CLA (CliftonLarsonAllen) Danville, California, USA Office

Danville, United States

CLA (CliftonLarsonAllen) San Jose, California, USA Office

San Jose, United States

CLA (CliftonLarsonAllen) Walnut Creek, California, USA Office

Walnut Creek, United States

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