Assurance Principal or Signing Director - Financial Services

CliftonLarsonAllen Wealth Advisors, LLC; Tacoma (WA); Híbrido; USD 150.000 - 400.000; Jornada completa

Descripción de la vacante

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Principal or Signing Director for our Financial Services Assurance team in the Pacific Northwest. The role focuses on leading assurance engagements for financial institutions and serving as the primary client relationship owner.

You will drive business development and manage engagement scope, budgets, and deadlines while mentoring junior staff across our regional offices. Willingness to travel to client sites is required.

Formación

• 8+ years of public accounting experience with financial statement audits and related reporting.
• Active CPA license required.
• Strong knowledge of the banking and financial services industry.

Responsabilidades

• Lead assurance engagements for financial institutions with a focus on quality, compliance, and timely delivery.
• Serve as the primary client relationship owner and trusted advisor for a portfolio of financial services clients.
• Drive business development through networking, thought leadership, and growth of a book of business.
• Manage engagement scope, fees, budgets, deadlines, and overall client satisfaction.
• Review and approve financial statements, audit workpapers, engagement letters, and deliverables.
• Provide engagement leadership, including staffing, risk management, and project oversight.
• Maintain year-round relationships with clients, identifying opportunities to expand services.
• Collaborate across the firm to bring specialized resources and solutions to clients.
• Mentor and develop assurance professionals through coaching and career development.
• Communicate progress, risks, findings, and recommendations to clients and teams.

Conocimientos

Public accounting

CPA license

Banking & financial services knowledge

Educación

Bachelor's degree in Accounting/Finance

Descripción del empleo

## Assurance Principal or Signing Director - Financial ServicesApply: Bellevue, WA: Portland, OR: Tacoma, WA: Full time: Posted Today: R18258CLA 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. As part of our continued strategic growth, CLA is seeking a **Principal** **or Signing Director** to join our **Financial Services Assurance team** in one of our **Pacific Northwest** offices. This role is designed for a motivated leader who is excited to help build and grow our presence in the market while contributing to an established, high-performing team. **How you’ll create impact in this Assurance role:** * Lead assurance engagements for financial institutions, ensuring quality, compliance, and timely delivery.* Serve as the primary client relationship owner and trusted advisor for a portfolio of financial services clients.* Drive business development through networking, thought leadership, community involvement, and growth of a book of business.* Manage engagement scope, fees, budgets, deadlines, and overall client satisfaction.* Review and approve financial statements, audit workpapers, engagement letters, and deliverables.* Provide engagement leadership, including staffing, risk management, quality control, and project oversight.* Maintain year-round relationships with clients, identifying opportunities to expand services and deepen partnerships.* Collaborate across the firm to bring specialized resources and solutions to clients.* Mentor and develop high-performing assurance professionals through coaching, feedback, and career development.* Communicate regularly with clients and engagement teams regarding progress, risks, findings, and recommendations. **What you will need:** * Bachelor’s degree in Accounting, Finance, or a related field.* 8+ years of public accounting experience, including financial statement audits and related reporting.* Active CPA license required.* **Strong knowledge of banking and financial services industry*** Ability to travel to client sites as needed. 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 role in Washington is $150,000 – $400,000