Assurance Manager or Director - Retail

CliftonLarsonAllen LLP; New York (NY); On-site; USD 128,000 - 194,000; Full time

Job summary

CLA is a top 10 national professional services firm providing wealth advisory, digital, audit, tax, consulting and outsourcing services. The firm seeks an Audit Manager/Director to join the Retail Team in the Greater New York region, with opportunities in NYC, Garden City, NJ and CT.

Responsibilities include planning, supervising, and delivering engagements, guiding staff, evaluating controls, and managing client relationships to provide value and growth for the firm.

Qualifications

• Bachelor's degree in accounting, Finance, or related field required.
• 6+ years of public accounting experience with emphasis in financial statement prep, audits, reviews, and compilations.
• Current CPA license required.

Responsibilities

• 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 timing, staffing and execution of assurance engagements to promote efficiency and deliver value to clients.
• Lead decision-making for assigned engagements/clients; keep the Engagement Principal informed of major decisions and progress.
• Develop a responsible and trained team through recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and mentoring.
• Supervise preparation of the engagement letter for approval by the Engagement Principal; discuss nature and terms with client; estimate fees and obtain signatures.
• Evaluate internal controls and audit programs prepared by staff; revise as necessary and present to Engagement Principal for approval.
• Monitor engagement progress through timelines and deadlines; communicate developments to the Engagement Principal and prepare final client meetings.

Skills

Public accounting

CPA license

Leadership

Education

Bachelor’s degree in accounting, Finance, or related field

Job description

CLA 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 9,000 people, 120 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/Director to join our Retail Team in the Greater New York region. Opportunities are available in our NYC, Garden City, New Jersey and Connecticut locations.

How you’ll create opportunities in this Audit Manager/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 required
• 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.
• Current CPA license required.
• Experience in Retail Industry occurred.
• Ability to travel to client sites may also require overnight travel.
• Demonstrated ability to manage client relationships.
• Ability to show strong leadership and mentoring capabilities.

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 New York is: $128,000.00 to $194,000.00

The compensation range for this position in New Jersey is: $124,000.00 to $187,000.00

The compensation range for this position in Connecticut is: $110,000.00 to $181,000.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA To 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.

About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles, but the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].