Overview In this role you will lead CLA's Transaction Tax practice, driving client value through tax due diligence, structuring, and modeling for M&A. You'll manage new business development, client relationships, and mentoring for the team, while coordinating with SALT, international, and federal tax specialists. You operate in an entrepreneurial culture that values autonomy and impact, guiding engagements from planning to delivery. This is a opportunity to shape tax strategy for private equity, family offices, and strategic buyers at a top national firm.
Compensation / Benefits- health, dental, vision
- 401k
- comprehensive benefit options
- wellness programs
- flexible work environments
Responsibilities- Manage and develop relationships with new business development and existing clients; mentor team members
- Deliver tax due diligence, structuring, and modeling for acquisitions and dispositions for PE, family offices, and strategic buyers
- Collaborate with CLA specialty tax groups (SALT, International Tax, Federal Tax Solutions) as needed
- Perform tax due diligence by reviewing tax returns, legal documents, and financial statements; write and review reports
- Lead engagement progress by monitoring time, budgets, and deadlines to ensure on-time delivery
Key requirements- Bachelor's degree in Accounting, Finance, or related field; CPA license required
- Minimum 10+ years of experience in federal, state, and/or international tax compliance, planning, and consulting
- JD or Enrolled Agent (EA) may be accepted in lieu of a CPA license
- Relationship management
- Mentoring and team leadership
- Entrepreneurial mindset with autonomy
- Tax due diligence
- Tax structuring and modeling
- Tax compliance and planning (federal, state, international)
