Tax Principal - Financial Services Group (FSG)
$130k - $400kCliftonLarsonAllen LLP
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
$130k - $400k
## Tax Principal - Financial Services Group (FSG)Apply: Minneapolis, MN: St Cloud, MN: Milwaukee, WI: Chicago, IL: Des Moines, IA: Full time: Posted Today: R18223CLA is currently seeking a Financial Services Tax Principal to join our Financial Services Group. The Principal...PrincipalTaxFull 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$180k - $200k
ECMC Group is a nonprofit corporation focused on helping students... ...of companies provide financial tools and services, as well as funding for innovative... ....Job SummaryThe Developer Principal provides enterprise‑level... ...disability insurance, pre-tax flexible spending accounts...PrincipalTaxFull timeFlexible hours- ...reach your goals. We are seeking a Tax Director for our Employee Benefits Group who will participate in technical,... ...Benefits tax practice, including service delivery, practice development, and... ...as diverse as sophisticated financial institutions and start-ups, global...TaxFull timeLocal area
$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$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$300k
...them consisting of a client service, Tax, Legacy Wealth Strategies, Trading... ...goals, concerns and current financial information. Analyze... ...mindAbout Cetera Cetera Financial Group (Cetera) is a leading... ...Investment Advisers LLC. Cetera's principal office is located at 655 W....TaxFull timeFlexible hours$68k - $80k
...AccountantECMC Group is a nonprofit corporation focused on helping students succeed... ...and its family of companies provide financial tools and services, as well as funding for innovative programs... ...for filings and provisions, preparing tax schedules, and partnering with...TaxWork at officeFlexible hours$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...PrincipalTax$27 - $41 per hour
...team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax... ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...empowering customers to achieve positive financial outcomes while supporting Intuit’s...TaxWork at officeLocal areaMonday to Friday$87.4k - $120.2k
...About Our Company**We’re a diversified financial services leader with more than $1.5 trillion in... ...Ameriprise Financial is looking to add a Principal Accountant- Financial Reporting to the... ...*Exempt/Non-Exempt**Exempt**Job Family Group**Finance**Line of Business**FIN Finance...PrincipalFull timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week$65k - $85k
...ECMC Group Financial Analyst ECMC Group is a nonprofit corporation focused on helping students... ...companies provide financial tools and services, as well as funding for innovative programs... ...paid life & disability insurance, pre-tax flexible spending accounts and robust wellness...TaxWork at officeFlexible hours$206.72k - $243.2k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ....S. Bank’s Institutional Client Group (ICG) is accelerating growth in the Middle... ...by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The...Full timeLocal area$115k - $225k
...STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of... ...Project Management Office (SPMO) is a varied group of Program and Project Managers at multiple... ...business needs.ABOUT THE ROLEThe Principal Program Manager will be a key member of...PrincipalTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$75k - $250k
The Financial Advisor will serve as a trusted advisor to clients, providing expertise... ...Spending Accounts FREE Financial Planning & Tax Preparation Services Continuing Education Funding... ...Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry...Tax$111.2k - $189.2k
...Tilly is a leading advisory, tax and assurance firm, providing... ...in many of the world’s leading financial centers - New York, London, San... ...Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker... ...Tilly) provide professional services through an alternative...TaxFull timeLocal areaWorldwide- ...Analyst Waycrosse is a full-service multi-generational family... ...comprehensive wealth management and financial services to individual family... ...heavily on alternative asset groups including private equity, venture... ...including operations, tax and legal review as needed....TaxWork at office
- ...Consultant, Project Management About Our Firm:Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver.... ...for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax...TaxImmediate start
$185k - $250k
...Attorney for Banking Practice Group: Lateral or Senior Associate... ...reasoned and comprehensive legal services. With an emphasis on building... ...and ideally affordable housing tax credit lending experience.... ...experience to advise on complex financial transactions, oversee and manage...TaxWork at officeRemote work$147k - $270k
...build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...and consultant with respective client group on all compensation matters (day-to-... ...experience in a business or financial services consulting environment or other...TaxH1bLocal areaImmediate start$100k - $125k
...Business Overview: North Star Resource Group is an independent financial services firm helping our clients start and... ...ledger accounts Assist with tax preparation and filings Assist... ...description covers the primary and principal duties of the job. It is not intended...TaxTemporary workFor contractorsWork experience placementWork at office$130k - $165k
...range of advisory, audit, accounting, and tax services to meet business and personal needs.... ...seeking an experienced Audit Manager or Principal to lead our Employee Benefit Plan (EBP) audit practice while managing financial statement audits and complex technical audit...PrincipalTaxSeasonal workWork at officeLocal areaWork from homeFlexible hours- ...Consultant, Business Analysis About Our Firm:Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver.... ...for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax contributions...TaxWork experience placementWork at officeImmediate start
- ...Consultant, Product Management About Our Firm:Granite Solutions Groupe provides financial services decision makers with people and solutions that deliver.... ...for work-related public transit and parking with pre-tax dollars. Save for your retirement with pre-tax...TaxImmediate startRemote work
$141.9k - $284.9k
...leading provider of professional services to the middle market globally, our... ..., Incentives and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services... ...communicating with clientsUnderstand financial accounting (GAAP; IFRS) and...TaxFull timeWork experience placementInternshipWork at officeLocal area$113k - $225k
CLA is a top 10 national professional services firm where our purpose is to create opportunities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...strategies that protect legacy and align financial decisions with life goals.We’re...TaxFull timeWork at officeShift work$150k - $200k
...projects through the issuance of tax-exempt and taxable bonds. We... ...repositioning, and long-term financial strategy.Transaction Execution... ...transactions, including calculating debt service and sizing bond issues.... ...culture consistent with the group's mentorship-driven approach....TaxFull timeLocal area$150k - $250k
...Manager to join our State and Local Tax (SALT) practice. We are... ...provides clients with exceptional services. What it Means to Work for... ...within the firm, EisnerAmper’s Tax Group does not only provide trusted... ...as diverse as sophisticated financial institutions and start-ups,...TaxFull timeLocal area$105.4k - $124k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...Includes business knowledge of products, services, and delivery systems; company policies... ...(e.g., Accounting, Financial Reporting, Tax, SOX, M&A, Lending, Regulatory Compliance...TaxFull timeLocal area3 days per week
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