Assurance Manager or Director

CliftonLarsonAllen Wealth Advisors, LLC; Kansas City (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Audit Manager or Director to join our St. Louis or Kansas City offices.

You will plan, supervise, and control all phases of assurance engagements for client assignments and ensure delivery of high-quality services. The ideal candidate holds a CPA license, has 6+ years of public accounting experience with financial statement audits, and demonstrates strong leadership, client relationship skills, and the ability to mentor staff while traveling

Qualifications

• 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.
• Current CPA license required.
• Strong leadership and mentoring capabilities.

Responsibilities

• Plan, supervise, and control all phases of the Firm’s assurance engagements; manage client relationships and deliver value.
• Lead the decision-making process for engagements; keep Principals informed of progress and major decisions.
• Develop and train staff; assist in recruiting and assigning work; monitor time budgets and deadlines.
• Prepare and discuss engagement letters with clients and ensure sign-off prior to start.

Skills

Leadership

Client relationships

Communication

Analytical skills

Travel readiness

Education

Bachelor’s degree in Accounting/Finance

Job description

## Assurance Manager or DirectorApply: St Louis, MO: Kansas City, MO: Full time: Posted Today: R18284CLA is a top 10 national professional services firm where **our purpose is to** *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an Audit Manager or Director to join our St. Louis or Kansas City offices. **How you’ll** *create opportunities* **in this Audit Manager or Director role:*** Assume full responsibility for planning, supervising, and controlling all phases of the Firm’s regular services for those clients delegated by Principals.* Assume in-charge responsibility; plan the timing, staffing and execution of assurance engagements to promote the most efficient operation and deliver value to our clients.* Lead the decision-making process for assigned engagements/clients; keep the Engagement Principal fully informed of major decisions and the engagement progress.* Develop a responsible and trained team through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as an instructor or discussion leader in professional development programs.* Supervise preparation of the engagement letter for approval by the Engagement Principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement.* Evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the Engagement Principal for approval.* Follow the engagement progress through monitoring time budgets and deadlines for adherence; communicate important developments to the Engagement Principal along with facts, conclusions, and recommendations; provide ongoing attention to client management; and prepare final client meetings. **What you will need:** * Bachelor’s Degree in Accounting, Finance, or related field.* 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.* Current CPA license required.* Advanced technical knowledge of audit, accounting, and tax concepts.* Ability to travel to client sites that may also require overnight travel.* Demonstrated ability to manage client relationships.* Strong communication and analytical skills.* Ability to show strong leadership and mentoring capabilities.* Dynamic interpersonal manner with capacity to develop and train staff.* Excellent client service orientation with an ability to expand services and develop new business.