Assurance Manager or Director - Retail

CliftonLarsonAllen Wealth Advisors, LLC; United States; Remote; USD 110,000 - 194,000; Full time

Job summary

CLA Wealth Advisors seeks an experienced Assurance Manager/Director for the Retail team in the Greater New York region, with locations in NYC, Garden City, Shelton, Livingston, and West Hartford. Lead planning and execution of audit engagements for diverse clients, delivering value and quality.

The role requires a CPA, 6+ years in public accounting with retail experience, and willingness to travel to client sites. Mentoring and team leadership are key components of the position.

Qualifications

• 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.
• Experience in Retail Industry.
• Ability to travel to client sites.
• Demonstrated ability to manage client relationships.
• Strong leadership and mentoring capabilities.

Responsibilities

• Plan, supervise, and control all phases of assurance engagements for assigned clients.
• Lead engagement decisions and inform Engagement Principal of progress.
• Develop and train staff, recruit and assign tasks, evaluate performance.
• Prepare engagement letter, discuss terms with client, estimate fees, obtain signatures.
• Evaluate internal controls and audit programs.
• Monitor budgets and deadlines, communicate developments to Engagement Principal, and manage client relations.

Skills

Client relationships

Leadership

Mentoring

Staff supervision

Education

Bachelor’s degree in accounting or finance

Job description

Assurance Manager or Director - Retail### Assurance Manager or Director - RetailApply: New York City, NY: Garden City, NY: Shelton, CT: Livingston, NJ: West Hartford, CT: Full time: Posted Today: R18434CLA 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 $194,000.00The compensation range for this position in New Jersey is: $124,000.00 to $187,000.00The compensation range for this position in Connecticut is: $110,000.00 to $181,000.00