Audit Manager or Director - Retail

CliftonLarsonAllen; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

CliftonLarsonAllen LLP (CLA) seeks an Audit Manager or Director to join our Central Texas team, with offices in Austin, San Antonio, Dallas and Fort Worth.

The role supports a DoD contract requiring U.S. citizenship. You will plan, supervise, and execute assurance engagements, mentor staff, manage client relationships, and deliver value through effective audit services.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 6+ years of public accounting experience with audits, reviews, and compilations.
• Current CPA license required.
• Ability to travel to client sites with potential overnight travel.
• Demonstrated ability to manage client relationships.
• Strong communication and analytical skills.
• Ability to show leadership and mentoring capabilities.

Responsibilities

• Plan, supervise, and control all phases of engagements for clients delegated by Principals.
• Plan timing, staffing and execution of assurance engagements to deliver value.
• Lead the decision-making process for engagements and keep the Engagement Principal informed.
• Develop and train staff through guidance, planning assignments, and evaluating performance.
• Supervise preparation of the engagement letter and discuss terms with the client; estimate fees and secure sign-off.
• Evaluate internal controls and audit programs; revise as necessary and present for approval.
• Monitor time budgets and deadlines; communicate progress and recommendations to the Engagement Principal.

Skills

Public accounting experience

CPA license

Client relationship management

Leadership and mentoring

Travel willingness

Communication skills

Analytical skills

Staff training

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 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 Audit Manager or Director to join our Central Texas team. Locations include: Austin, San Antonio, Dallas and Fort Worth. This position supports a Department of Defense (DoD) contract requiring U.S. citizenship.

How you'll create opportunities in this Audit Manager or 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.
• 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.
• Current CPA license required.
• Advanced technical knowledge of audit, accounting, and tax concepts.
• Ability to travel to client sites that may also require overnight travel.
• Demonstrated ability to manage client relationships.
• Strong communication and analytical skills.
• Ability to show strong leadership and mentoring capabilities.
• Dynamic interpersonal manner with capacity to develop and train staff.
• Excellent client service orientation with an ability to expand services and develop new business.

#LI - TB1

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.