CLA (CliftonLarsonAllen)
Tax Principal - Individuals &Trusts
CLA (CliftonLarsonAllen), Houston, Texas, United States, 77246
Join to apply for the
Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) 15 hours ago Be among the first 25 applicants Join to apply for the
Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) 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
CLA
is looking to hire a
Principal
or Signing Director
to join CLA Texas’s Private Client Services Team. You’ll have the opportunity in this role to work with private High Net Worth clients and the entities that serve as a part of their wealth portfolio, including their real estate holdings, small S-corps and partnerships, as well as their investment portfolio and trusts, providing tax advice to help them as they build generational wealth.
How you’ll
create opportunities
in this Principal or Signing Director role:
Consult clients by delivering a full range of gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns. Collaborate with CLA’s Wealth Advisory practice and other client professionals. Lead, schedule, supervise, and review tax engagements. Develop and train team members to help them build inspired careers. Foster and build opportunities for our clients, communities, and people. Become an industry professional and attend industry-leading events and trainings. Perform a range of tax procedures in accordance with the size and complexity of the engagement. Review complex individual, pass-through entity, and partnership tax returns.
What You Will Need
You have a minimum of 10+ years of experience serving in a tax role with a public accounting firm working with (HNW) clients with an emphasis in gift, estate and trust and individual tax planning and compliance. You have a Bachelor’s Degree in Accounting, Finance, or a related field. You have an active CPA. JD or EA certification may in accepted in lieu of CPA You love to work with clients to help them succeed strategically.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Sign in to set job alerts for “Tax Principal” roles.
Houston, TX $200,000.00-$215,000.00 1 day ago Senior Business Director - Tax & Treasury
Senior Business Director - Tax & Treasury
Houston, TX $105,000.00-$130,000.00 5 days ago Houston, TX $150,000.00-$438,000.00 2 months ago Tax Principal - Health Care and Life Sciences
Tax Director, Transaction Advisory Services
Houston, TX $141,100.00-$235,300.00 1 hour ago Houston, TX $100,000.00-$190,000.00 1 week ago Fully Remote/ Hybrid Senior Tax Manager - 170k-210k
Houston, TX $170,000.00-$210,000.00 1 day ago REMOTE Senior Tax Manager -Partnership/Pass-Through - $170k-230k
Houston, TX $170,000.00-$230,000.00 1 week ago Senior Tax Manager (Full or Part-Time) | Exploration & Production
Tax Senior Associate or Supervisor - Not for Profit
Houston, TX $175,000.00-$225,000.00 1 week ago Senior Tax Manager - Flow Throughs (REMOTE)
Houston, TX $140,000.00-$200,000.00 2 weeks ago Houston, TX $106,500.00-$267,500.00 1 week ago Tax Manager / Senior Manager, BTS, Family Office
Senior Tax Manager - Flow Throughs (REMOTE)
Senior Manager, Tax - Energy and Natural Resources
Tax Principal - Flow-Through/Partnership Tax Compliance
Houston, TX $160,000.00-$180,000.00 5 days ago Houston, TX $150,000.00-$190,000.00 3 weeks ago Greater Houston $150,000.00-$215,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) 15 hours ago Be among the first 25 applicants Join to apply for the
Tax Principal - Individuals &Trusts
role at
CLA (CliftonLarsonAllen) 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
CLA
is looking to hire a
Principal
or Signing Director
to join CLA Texas’s Private Client Services Team. You’ll have the opportunity in this role to work with private High Net Worth clients and the entities that serve as a part of their wealth portfolio, including their real estate holdings, small S-corps and partnerships, as well as their investment portfolio and trusts, providing tax advice to help them as they build generational wealth.
How you’ll
create opportunities
in this Principal or Signing Director role:
Consult clients by delivering a full range of gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, reviewing trust, estate, gift and high net worth individual income tax returns. Collaborate with CLA’s Wealth Advisory practice and other client professionals. Lead, schedule, supervise, and review tax engagements. Develop and train team members to help them build inspired careers. Foster and build opportunities for our clients, communities, and people. Become an industry professional and attend industry-leading events and trainings. Perform a range of tax procedures in accordance with the size and complexity of the engagement. Review complex individual, pass-through entity, and partnership tax returns.
What You Will Need
You have a minimum of 10+ years of experience serving in a tax role with a public accounting firm working with (HNW) clients with an emphasis in gift, estate and trust and individual tax planning and compliance. You have a Bachelor’s Degree in Accounting, Finance, or a related field. You have an active CPA. JD or EA certification may in accepted in lieu of CPA You love to work with clients to help them succeed strategically.
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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at CLA (CliftonLarsonAllen) by 2x Sign in to set job alerts for “Tax Principal” roles.
Houston, TX $200,000.00-$215,000.00 1 day ago Senior Business Director - Tax & Treasury
Senior Business Director - Tax & Treasury
Houston, TX $105,000.00-$130,000.00 5 days ago Houston, TX $150,000.00-$438,000.00 2 months ago Tax Principal - Health Care and Life Sciences
Tax Director, Transaction Advisory Services
Houston, TX $141,100.00-$235,300.00 1 hour ago Houston, TX $100,000.00-$190,000.00 1 week ago Fully Remote/ Hybrid Senior Tax Manager - 170k-210k
Houston, TX $170,000.00-$210,000.00 1 day ago REMOTE Senior Tax Manager -Partnership/Pass-Through - $170k-230k
Houston, TX $170,000.00-$230,000.00 1 week ago Senior Tax Manager (Full or Part-Time) | Exploration & Production
Tax Senior Associate or Supervisor - Not for Profit
Houston, TX $175,000.00-$225,000.00 1 week ago Senior Tax Manager - Flow Throughs (REMOTE)
Houston, TX $140,000.00-$200,000.00 2 weeks ago Houston, TX $106,500.00-$267,500.00 1 week ago Tax Manager / Senior Manager, BTS, Family Office
Senior Tax Manager - Flow Throughs (REMOTE)
Senior Manager, Tax - Energy and Natural Resources
Tax Principal - Flow-Through/Partnership Tax Compliance
Houston, TX $160,000.00-$180,000.00 5 days ago Houston, TX $150,000.00-$190,000.00 3 weeks ago Greater Houston $150,000.00-$215,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr