Education: Bachelor's degree or related field
Experience: 10+ years
License: CPA
CLA is currently seeking a Tax Principal or Signing Director to support our Wisconsin offices . This role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.
- 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.
- Actively develop new business and expand services to existing clients.
- Demonstrate commitment to the firm through a willingness to devote time to the practice.
- 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
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