Engagement Director — Senior Accounting & Advisory Lead

CliftonLarsonAllen Wealth Advisors, LLC; Milwaukee (WI); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Consultant - Engagement Director in Milwaukee, Wisconsin. You will provide customized accounting support for larger clients, taking on roles such as interim CFO or Controller. Enjoy flexible work arrangements and a comprehensive benefits package.

This role requires ten years of public accounting experience and a bachelor's degree in accounting or finance. Candidates with Big Four experience are preferred. The firm values diverse perspectives and is dedicated to supporting both clients and employees.

Qualifications

• Ten years of relative work experience including public accounting.
• Bachelor's degree in accounting, finance, business, or related field.
• Experience as a CFO, Controller, or SEC Reporting Manager preferred.

Responsibilities

• Serve as an accounting resource for clients in various industries.
• Design and improve accounting processes such as monthly close and reporting.
• Execute client engagements with a hands-on approach.

Skills

Public accounting experience

Client service management

Microsoft Excel mastery

Accounting software experience

Project management

Education

Bachelor’s degree in accounting, finance, business or related field

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Accounting Consultant - Engagement Director in Milwaukee, Wisconsin. You will provide customized accounting support for larger clients, taking on roles such as interim CFO or Controller. Enjoy flexible work arrangements and a comprehensive benefits package.

This role requires ten years of public accounting experience and a bachelor's degree in accounting or finance. Candidates with Big Four experience are preferred. The firm values diverse perspectives and is dedicated to supporting both clients and employees.