What's Happening?
CliftonLarsonAllen (CLA) is seeking a Tax Principal for its Financial Services Group in Atlanta, GA. This full-time, mid-senior level position involves providing national tax leadership, supporting client advisory and relationship development, and leading
a team of approximately 20 financial services tax professionals across all career levels. The Tax Principal will be responsible for shaping practice priorities, strengthening delivery quality, and creating opportunities for clients and team members through proactive planning, sound judgment, and strong execution. Key responsibilities include leading and mentoring the national financial services tax team, driving accountability for client service and technical quality, and managing workforce deployment and capacity planning across the national practice. The role requires a deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities, along with strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.
Why It's Important?
This role is crucial for CLA's financial services tax practice, particularly in the U.S. market, where the financial sector faces complex and constantly evolving tax regulations. The Tax Principal will play a vital role in ensuring compliance, providing strategic tax advisory services to a diverse client base, and fostering the growth of the practice nationally. By leading a team of tax professionals, this individual will contribute to the development of specialized expertise within CLA, enhancing the firm's capacity to serve financial institutions effectively. The position's emphasis on client relationship management and practice growth underscores the importance of specialized knowledge and strong leadership in navigating the intricacies of financial services taxation, ultimately impacting the financial health and regulatory compliance of numerous U.S. businesses.
What's Next?
The Tax Principal will be instrumental in expanding CLA's financial services tax practice nationally. This involves strengthening client relationships, identifying and developing pipeline opportunities, and increasing national recognition of the practice. The principal will also lead change with transparency and sound judgment, partnering with leaders to implement practice improvements and communicate decisions appropriately to maintain team stability and client confidence. The role's focus on continuous improvement and strategic growth will ensure that CLA remains a leading provider of tax services to the financial sector, adapting to new regulations and market demands while fostering a high-performing, collaborative team environment.
Beyond the Headlines
The demand for highly specialized tax professionals, particularly in the financial services sector, reflects the increasing complexity of the U.S. tax code and the globalized nature of financial markets. This role highlights the critical need for expertise in areas like ASC 740 and partnership taxation, which are essential for accurate financial reporting and compliance. Beyond technical skills, the emphasis on leadership, mentorship, and client relationship management underscores the evolving nature of professional services, where soft skills are as important as technical acumen. The firm's commitment to building a culture that welcomes diverse beliefs and perspectives also suggests a broader industry trend towards fostering inclusive environments that can better serve a diverse client base and address complex challenges with varied insights.
