CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) | Tax Principal - Financial Services Group
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Job Highlights
Responsibilities
- CLA is seeking a Financial Services Tax Principal to join our Financial Services team.
- Lead and mentor a national financial services tax team delivering advisory, consulting, and compliance services while helping professionals build a deep understanding of each client’s business and needs.
- Serve as the industry tax leader and partner with leadership to grow the financial services tax practice nationally, align priorities, support consistent execution across markets, and advance the practice’s strategic growth goals.
- Drive accountability for client service, technical quality, staffing leverage, workload balance, portfolio health, practice standards, and practice economics.
- Lead change with transparency and sound judgment, partnering with leaders to implement practice improvements, communicate decisions appropriately, and maintain team stability and client confidence.
- Set clear expectations, provide timely coaching and feedback, recognize contributions, support career development, and build a high-performing, collaborative team with role clarity and accountability.
- Manage workforce deployment and capacity planning across the national practice, balancing skills, workloads, deadlines, and development needs while supporting year-round planning, advisory work, and proactive client communication beyond peak filing periods.
Requirements
- 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.
- Demonstrated success leading geographically dispersed teams and translating strategy into clear priorities and accountability.
About the company
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "CLA is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services."
Its finance, accounts, audit and tax openings in India are mostly in New York City, Minneapolis, Baltimore and Denver.
