Tax Principal - Private Client Services - Bellevue, Lacey, Tacoma, WA or Portland, OR offices

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 currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington & Portland, Oregon - Private Client Services Practice. The P/SD 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 Tax Principal - Private Client Services role:

• 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 clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection.
• 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 trust, estate, gift and high net worth individual income 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.
• Collaborate with CLA’s Wealth Advisory practice and other client professionals.
• 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

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 Washington is: $160,000 - $350,000

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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.