Business Relationship Manager | Assurance

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Job summary

CliftonLarsonAllen LLP in Charlotte, NC is seeking a Business Relationship Manager to align strategic technology initiatives with Assurance, Tax, Outsourcing, and other service groups. You will build trusted relationships with stakeholders and translate business priorities into actionable IT programs.

You will monitor emerging technologies, recommend digital transformations, and collaborate with IT portfolio, infrastructure, security, and enterprise architecture teams to ensure solutions support

Qualifications

• Bachelor's degree required; combination of education, training, and experience considered.
• Experience with Assurance, Tax, Outsourcing software applications is preferred.
• Strong ability to translate business needs into IT initiatives and projects.

Responsibilities

• Engage stakeholders to understand business priorities and align technology initiatives.
• Monitor emerging technologies and identify opportunities for digital transformation.
• Collaborate with IT portfolio, infrastructure, security, and enterprise architecture teams on solutions.
• Oversee vendor relationships and participate in renewals and negotiations.
• Establish partnerships with external firms to expand capabilities.

Skills

Tech strategy

Emerging tech

Business applications

Analytics

Process improvement

Collaboration

7+ years experience

Assurance/Tax/Outsourcing apps

Education

Bachelor's degree

Tools

Audit workflow tools

Tax compliance systems

Client portal technologies

Practice management

Client-facing applications

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 seeking a Business Relationship Manager; This role is responsible for maintaining consultative and collaborative relationships with Assurance, Tax, Outsourcing and/or other designated service leadership to understand and manage their strategic technology needs.

How You'll Make an Impact

Stakeholder Engagement & Alignment

Build and maintain trusted relationships with stakeholders. Services may include Assurance, Tax, Outsourcing, and/or other designated service groups. Facilitate ongoing dialogue to understand business priorities, pain points, and strategic goals. Translate business needs into actionable IT initiatives and ensure alignment with enterprise technology strategy.

Technology Strategy & Innovation

Monitor emerging technology trends and assess their relevance to service line operations. Proactively identify opportunities for innovation, automation, and digital transformation. Present strategic recommendations to leadership for adoption and integration of new technologies.

Cross-Functional Collaboration

Represent the business perspective throughout the technology initiative lifecycle, from pre-intake and discovery through prioritization, implementation, and closeout. Collaborate with IT portfolio, infrastructure, security, and enterprise architecture teams on Solutions initiatives. Ensure Solutions initiatives support service line objectives and timelines. Serve as a conduit for feedback between business units and Solutions teams to optimize execution

Vendor & External Partner Management

Oversee relationships with existing technology vendors supporting Assurance, Tax, Outsourcing and/or other designated service group functions. Evaluate vendor performance against SLAs, compliance standards, and strategic fit. Participate in contract renewals, negotiations, and vendor selection processes.

External Partnerships

Continuously scan the marketplace for emerging technologies and competitive capabilities. Provide strategic insights and recommendations for adoption of external solutions. Establish and nurture relationships with external firms, consultants, and technology providers to expand organizational capacity.

What You'll Bring

Technical Capabilities

• Strong understanding of business technology strategy and technology enablement.
• Ability to evaluate emerging technologies and identify opportunities to create business value.
• Experience implementing and supporting business applications and digital platforms.
• Strong analytical and problem-solving skills with the ability to navigate complex business and technology challenges.
• Ability to assess business processes and identify opportunities for improvement through technology.
• Experience collaborating across technical and business teams to deliver successful outcomes.
• Experience 7 (Seven) years of relevant experience required.
• Accounting and/or IT experience working with Assurance, Tax, and/or Outsourcing software applications.
• Experience supporting professional services, assurance, tax, outsourcing, or similar business functions preferred.

Leadership Skills

• Exceptional relationship-building and stakeholder management abilities.
• Strong executive presence and consultative approach.
• Excellent communication, facilitation, and presentation skills.
• Ability to influence decision-making and drive alignment across diverse stakeholder groups.
• Proven ability to manage competing priorities in a fast-paced environment.

Bachelor's degree required. A combination of relevant education, training, and experience may be considered in lieu of a degree.

Our Ideal Candidate

Demonstrated ability to monitor, evaluate, and interpret emerging technology trends and assess their strategic impact on business operations. Working knowledge of software applications and digital platforms supporting assurance, tax, and outsourcing functions (e.g., audit workflow tools, tax compliance systems, client portal technologies, practice management, client-facing applications). Advanced capability to analyze complex business-technology challenges, identify root causes, and design scalable, data-informed solutions. Proven experience in coordinating across IT and business units to implement technology solutions that align with multi-departmental goals and constraints. Ability to assess existing workflows and recommend technology-driven improvements that enhance efficiency, compliance, and user experience. Ability to effectively negotiate with and/or foster engagement of key stakeholders.

Travel Less than 10% travel required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here to learn about your hiring rights.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

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. To view a complete list of benefits, click here.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website. Click here to see the full policy.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.