Become a Tax Principal with CLA's Gift, Estate, and Trust tax team in the Southwest/Rockies. Leverage your expertise in tax consulting and client advisory to expand our services. CLA, a leading national professional services firm, seeks a Tax Principal to act at the highest level in client service and relationship development.

This role demands a robust background in individual tax compliance, mentorship, and leadership within a team of professionals. You will assume full responsibility for your client book, facilitating deep understanding and delivering tailored tax solutions. Key Responsibilities:

- Lead tax compliance and consulting services delivery
- Mentor team members to enhance client relationships
- Review and sign engagement letters and client deliverables
- Stay updated on tax law changes
- Develop new business while expanding existing client services

Requirements:

- Bachelor's or master's in accounting or related field
- Current CPA licensure (JD or EA accepted)
- 10+ years of public accounting experience
- Deep knowledge in gift, estate, and trust tax

Elevate your career and impact clients as a Tax Principal at CLA.

📌 Tax Principal for Gift and Estate at CLA (Quinte West)
🏢 CLA (CliftonLarsonAllen)
📍 Quinte West