Assurance Principal: Lead Audit & Client Advisory

CliftonLarsonAllen LLP; Colonial Village (PA); On-site; USD 200,000 - 400,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking an Assurance Principal to join one of our Northeast offices. The role focuses on client advisory, service advocacy, relationship development, and leadership across a portfolio of audit and assurance services.

You will manage and develop client relationships, review engagements, and lead engagement teams while ensuring deadlines and budgets are met. CPA is required for this senior role in a professional services setting.

Qualifications

• Bachelor's Degree in Accounting, Finance, or a related field.
• Minimum 8+ years of public accounting experience with emphasis in financial statement preparation and audits.
• CPA license is required.

Responsibilities

• Manage and develop relationships with great clients.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers prepared by staff.
• Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
• Review time budgets and deadlines, provide ongoing attention to client's management, and attend final client meetings.
• Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations.
• Assist clients in obtaining necessary funding to continue to positively impact their community.
• Assist clients with meeting their audit and financial planning objectives by using a range of tools.
• Be creative with staff development, mentoring, and overseeing client engagement teams.
• Lead the engagement progress by monitoring time budgets and deadlines for adherence.

Skills

Client relations

Engagement leadership

Relationship management

Staff development

Education

Bachelor's degree in Accounting, Finance, or related field

CPA license

Job description

CLA is seeking an Assurance Principal to join one of our Northeast offices. The role focuses on client advisory, service advocacy, relationship development, and leadership across a portfolio of audit and assurance services.

You will manage and develop client relationships, review engagements, and lead engagement teams while ensuring deadlines and budgets are met. CPA is required for this senior role in a professional services setting.