Find your dream job faster with JobLogr
AI-powered job search, resume help, and more.
Try for Free
CLA (CliftonLarsonAllen)

CLA (CliftonLarsonAllen)

via LinkedIn

All our jobs are verified from trusted employers and sources. We connect to legitimate platforms only.

Tax Principal - Financial Services

Indianapolis, IN
Full-time
Posted 12/5/2025
Verified Source
Key Skills:
Tax compliance
Client advisory
Leadership
Financial services tax
AML Compliance
KYC Compliance
Accounting
Budgeting
Payroll
Bookkeeping

Compensation

Salary Range

$145K - 350K a year

Responsibilities

Lead and manage tax engagements for financial services clients, mentor team members, oversee client deliverables, and develop new business.

Requirements

Bachelor's or master's in accounting or related field, CPA licensure (or JD/EA), 10+ years public accounting tax experience, and deep knowledge of financial services tax issues.

Full Description

CLA is currently seeking a Financial Services Tax Principal or Signing Director to join our Minneapolis or on of our other Midwest offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. How You'll Create Opportunities In This Role • 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. What You Will Need • 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. 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 Minnesota is: $145,000 - $350,00 The compensation range for this position in Illinois is: $145,000 - $300,000 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. 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.

This job posting was last updated on 12/9/2025

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt