Tax Principal - Financial Services Group (FSG)
$130k - $400kCliftonLarsonAllen
CLA is currently seeking a Financial Services Tax Principal to join our Financial Services Group. The Principalcontributes 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 role: Become part of the leadership of a team of tax and industry professionals to deliver tax advisory 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 the role of industry tax leader for the financial services group with reporting responsibilities to the Managing Principal of Industry to grow the tax practice nationally. Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities. Assume full responsibility for all services for clients in a book of business. Actively develop new business and expand services to existing clients 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 tax returns prepared by staff. Review and sign client deliverables. Keep current on tax law changes. 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 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. 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 Minnesota is: $130,000.00 - $400,000.00The compensation range for this position in Illinois is: $140,000.00 - $300,000.00 #Li-CD1Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick here to learn about your hiring rights.Wellness at CLATo 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.SummaryLocation: Minneapolis, MN; St Cloud, MN; Milwaukee, WI; Chicago, IL; Des Moines, IAType: Full time
$165k - $400k
CLA is a top 10 national professional services firm where our purpose is to create... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services... ..., and each other.CLA is seeking a Financial Services Tax Principal to join our Financial Services team....PrincipalTaxFull time$149.4k - $199.2k
...ILWorkplace Type: HybridThe Sr. Principal, Finance Digital Technology... ...Finance, Integrated Global Services, Tax, Treasury and Digital... ...6.0, S/4 Central Payments, Group Reporting, SAC, PaPM. Exceptional... ...Product Costing, General Ledger, Financial Close, Accounts Payable,...PrincipalTaxFull timeWorldwideRelocation$90k - $115k
...customer engagement through our innovative financial, marketing services, and premier dining rewards programs.... ...will find a passionate and diverse group of professionals that enjoy working... ...planFlexible Spending Accounts and a pre-tax commuter benefit programAccident,...TaxFull timeWork at officeLocal area$190k - $225k
...Corporate, Infrastructure and Project Finance Group is currently seeking a Senior Director... ...familiarity with spreadsheet-based financial models.Ability to read and fully comprehend... ...global leader in financial information services with operations in more than 30...SuggestedWork at officeLocal areaImmediate start- ...CBZ) is a leading professional services advisor to middle-market... ...and expertise in accounting, tax, advisory, benefits, insurance... ...business consulting, tax and financial services. In certain jurisdictions... ...FP&A practice is an advisory group within the larger CBIZ Private...TaxPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
- Job Summary:A Tax Manager, Business Incentives Group (BIG) is responsible for helping clients identify, document... ...clients and appropriate Core Tax Services, Assurance, and Consulting... ...measures, and documents effectively financial benefit of BIG positions Strategy DevelopmentDevelops...TaxWork at office
$150k - $180k
...Director, Global Infrastructure Complex Credit Group - ChicagoAt Fitch, we have an open... ...sponsors, investment bankers and financial advisors, to produce these ratings and reports... ...global leader in financial information services with operations in more than 30 countries...Immediate startShift work$75k - $82k
...management firm serving a select group of ultra-high-net-worth families... ...seeking an intrinsically motivated, financial, and operationally minded team... ...working relationships with third-party service providers, including fund administrator, tax accountants, banking...TaxFull timeTemporary workWork at officeVisa sponsorship- ...Inc. is a leading professional services advisor to middle market... ...and expertise in accounting, tax, advisory, benefits, insurance... ...business consulting, tax and financial services. In certain jurisdictions... ...FP&A practice is an advisory group within the larger CBIZ Private...TaxPermanent employmentFull timePrivate practiceRemote workWeekend workAfternoon shift
$165k - $400k
...national professional services firm where our purpose... ...advisory, digital, audit, tax, consulting, and... ...is currently seeking a Principal or Signing Director to... ...private equity investor groups, family offices and strategic... ..., legal documents, and financial statements, and write and...PrincipalTaxFull time$92k - $165k
...top 10 national professional services firm where our purpose is to create... ...advisory, digital, audit, tax, consulting, and outsourcing services... ...—and ultimately help lead—our Financial Services Tax practice. This... ..., and client strategy of the group.How you’ll create...TaxFull time$69.8k - $132k
...leading provider of professional services to the middle market globally,... ...hospitality accounting and financial operations business issues?Are... ...National Gaming and Hospitality group is the right fit for you - we... ...pronouncements, evolving tax regulations and the acceleration...TaxFull timeWork experience placementInternshipLocal areaFlexible hours- ...Job Description Principal, Internal Auditor- Financial Services \n Chicago, IL (On-site) \n \n Brewer Morris is partnering with a global, publicly listed financial services firm on a confidential Principal, Internal Auditor search in Chicago. The role sits within...Principal
- ...Prepare consolidated and standalone financial statements in accordance with... ...across the Crypto.com group. Research and document positions... ...workflows. Support tax return preparation and related... ...Experience in a regulated financial services environment (e.g., exchange, FCM...TaxRemote work
$109.9k - $125.4k
...Principal Auditor - Risk Management Capital One’s Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization’s Audit Committee. Audit professionals... ..., in accounting, in financial analysis, in compliance,...PrincipalFull timePart timeLocal area3 days per week$100.35k - $205k
...Do you have a passion for income tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative... ...provide day-to-day management of tax accounting services to non-attest clients.Manage tax accounting...TaxWork at officeLocal area2 days per week3 days per week- ...analysis and information to team, group and clients;Advise management... ...such as resource utilization, tax strategies, and the... ...leader in corporate and management services for private equity & infrastructure... ...fund administration and financial reporting services. We mentor...TaxWork at office
$120k - $140k
...in Chicago just created a new Financial Reporting Senior Manager position... ...Coordinate with other groups with the Accounting Department, as well as Finance, Tax, Capital Markets, Investments and... ...Proficiency in using ADP - Financial Services and BlackLine • Familiarity with...TaxWork from home$100.35k - $205k
...Are you a strategic federal tax professional who enjoys solving... ...controversy? Deloitte’s Business Tax Services practice offers the... ...strategy, global operations, and financial services.Work You’ll DoAs a Tax... ...Manager in the Financial Services group, you’ll provide federal tax...TaxWork at officeVisa sponsorship- ...80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative... ...for a variety of clients within the financial services industry. In this role, you...Tax
$85k - $240k
...inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning,... ...of private wealth management, financial services, or related professional... ...Learn more: The Goldman Sachs Group, Inc., 2021. All rights reserved...Tax$95.6k - $162.4k
...innovative wealth management, asset servicing, asset management and banking... ...With more than 135 years of financial experience and over 24,000... ...the Corporate Controller's Group and serves as a subject... ...the office 60% of the month.Principal ResponsibilitiesLead enterprise...Full timeH1bWork at officeWork from homeWorldwideFlexible hours$132k - $165k
...it. Through our crypto solutions for financial institutions, businesses,... ...work closely with the CFO, Legal, and Tax teams to ensure the group's offshore entities are accurately accounted... ...accountant experienced in financial services, knowledgeable about offshore holding...TaxFull timeWork at officeLocal area$160k - $200k
...demands and complexity of their own financial lives compound. Santa Barbara... ...was founded by a small group of accomplished business builders... ...that combines investments, tax, trusts and estates, financial... ...and delivering excellent client service. Our team integrates team members...TaxFull timeLive inWork at officeFlexible hours$146.7k - $335.1k
...various technical accounting and financial reporting projects, we provide... ...Financial Accounting Advisory Services (FAAS) team is growing... ...Technical Accounting Advisory Group (TAAG) group, you will play a... ...services in assurance, consulting, tax, strategy and transactions. Fueled...TaxWork experience placementSummer holidayWork at officeFlexible hours$168.5k - $206k
General Information Job Title Principal Solution Architect, Financial Services/CBS Job ID 99604 Work Areas Management Consulting, Technology... ...capabilities practice. In this multidisciplinary group, you’ll help clients modernize their tech strategy, architecture...PrincipalPermanent employmentFull timeWork at officeLocal areaHome office3 days per week$140k - $150k
...management firm that provides investment, financial and retirement planning services to individuals, foundations and... ...with management, investments, tax, legal and compliance to take appropriate... ...efficiently and also to work well in a group setting Highly motivated self-...TaxPermanent employmentWork at officeLocal areaWork from homeMonday to Thursday$166k - $242k
...Tax Function LeaderOur Firm Sorren is a top 50 national advisory... ...advisory, and private client services.At Sorren, we believe that success... ...family offices, multi-entity groups, and cross-border... ...strategic partner in business and financial decision-makingCollaborate across...TaxFull timeLocal areaShift work$116k - $216k
...their short and long-term goals.The Institutional Real Estate Group (IREG) is affiliated with the broader KeyBank Real Estate Capital... ...Account in support of employees’ health, well-being and financial wellness, tuition reimbursement and much more. • Collaboration...Permanent employmentFull timeTemporary workWork at officeFlexible hours$50 - $60 per hour
DescriptionThe Financial Reporting group provides internal and external clients with assistance related... ...group in asset management / financial services industry oro Public Accounting in... ...Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available...TaxContract workTemporary work
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