Assurance Manager or Director - Financial Services Group

CliftonLarsonAllen Wealth Advisors, LLC; Seattle (WA); Hybrid; USD 105,000 - 181,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Assurance Manager or Director to lead audit engagements for financial services clients in the Pacific Northwest. You will manage planning, execution, and delivery while building strong client relationships.

The role requires 6+ years of experience in a large firm, a CPA, and a Bachelor's in accounting. You will mentor staff, oversee budgets, and contribute to business development and talent retention.

Qualifications

• 6 years of relevant experience required.
• Experience in a large professional services or public accounting firm, driving strategic management preferred.
• Bachelor’s degree in accounting or related field is required.
• CPA is required.

Responsibilities

• Lead and manage audit and assurance engagements from planning through completion.
• Serve as a primary client contact, providing proactive guidance and maintaining strong client relationships.
• Oversee engagement budgets, timelines, and quality standards.
• Review audit plans, internal control assessments, and engagement deliverables.
• Mentor, coach, and develop team members through ongoing feedback and professional development.
• Support recruiting, onboarding, and retention of top talent.
• Contribute to business development efforts by strengthening existing client relationships and identifying growth opportunities.

Skills

Engagement leadership

Client relationships

Budget management

Audit planning

Deliverables review

Mentoring

Recruiting

Business development

Client service

Education

Bachelor's degree in accounting

CPA

Job description

CLA is seeking an **Assurance Manager or Director** to join our growing **Financial Services Group**. In this role, you will lead assurance and audit engagements for financial institution clients, delivering high-quality audit, review, and compilation services while serving as a trusted advisor to clients while driving engagement quality, team development, and exceptional client service. This role can be based in one of our strategic growth markets, in our Pacific Northwest offices. **How you'll** ***create opportunities*** **in this Assurance Manager or Director role:*** Lead and manage audit and assurance engagements from planning through completion.* Serve as a primary client contact, providing proactive guidance and maintaining strong client relationships.* Oversee engagement budgets, timelines, and quality standards.* Review audit plans, internal control assessments, and engagement deliverables.* Mentor, coach, and develop team members through ongoing feedback and professional development.* Support recruiting, onboarding, and retention of top talent.* Contribute to business development efforts by strengthening existing client relationships and identifying growth opportunities.* Deliver operational excellence while ensuring profitable engagement execution and an exceptional client experience. **What you will need:*** 6 years of relevant experience required* Experience in a large professional services or public accounting firm, driving strategic management preferred* Bachelor’s degree in accounting or related field is required.* CPA required 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 Washington is: $105,000.00 – $181,000.00