Assurance Principal - Non Profit

CLA (CliftonLarsonAllen); King of Prussia (PA); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

CLA (CliftonLarsonAllen) is seeking an Assurance Principal to join our Northeast offices. This role demands leadership in client advisory, service advocacy, relationship development, and team mentorship.

You will manage a portfolio, review engagements, and guide staff while maintaining high-quality audits and financial planning objectives. CPA is required and a Bachelor's in Accounting/Finance is expected.

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 clients.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss assignments with clients and staff, and approve fees.
• Review and approve work papers prepared by staff.
• Periodically review engagement progress and ensure proper execution.
• Review time budgets and deadlines, monitor engagement status with client management.
• Communicate with managers and staff regarding engagement status, 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 using a range of tools.
• Lead staff development, mentoring, and oversee engagement teams.
• Lead engagement progress by monitoring time budgets and deadlines for adherence.

Skills

Client relationship management

Engagement management

Audit

Staff mentoring

Time budgeting

Education

Bachelor's Degree in Accounting/Finance

CPA license

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 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 Assurance Principal to join one of our Northeast offices. The role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How You’ll Create Opportunities In This Role

• 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.

What You Will Need

• You have a Bachelor's Degree in Accounting, Finance, or a related field.
• You have a minimum of 8+ years of public accounting experience with emphasis in financial statement preparation and audits.
• CPA license is 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 the position of pay within the range.

The compensation range for this position in Maryland is: $200,000-$350,000.

The compensation range for this position in Virginia is: $200,000-$400,000.

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.