Financial Services Assurance Lead & Growth Director

CliftonLarsonAllen LLP; Tacoma (WA); On-site; USD 150,000 - 400,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA is seeking a Principal or Signing Director to join our Financial Services Assurance team in the Pacific Northwest. This role leads assurance engagements for financial institutions, manages client relationships, and drives growth by expanding service offerings.

You will mentor staff, oversee risk and quality controls, and collaborate with firm resources to deliver timely, compliant outcomes. The ideal candidate has 8+ years in public accounting with banking/financial services experience and

Qualifications

• 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.

Responsibilities

• 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.

Skills

Leadership

Client relationships

Business development

Project oversight

Education

Bachelor's degree in Accounting/Finance

CPA license

Job description

CLA is seeking a Principal or Signing Director to join our Financial Services Assurance team in the Pacific Northwest. This role leads assurance engagements for financial institutions, manages client relationships, and drives growth by expanding service offerings.

You will mentor staff, oversee risk and quality controls, and collaborate with firm resources to deliver timely, compliant outcomes. The ideal candidate has 8+ years in public accounting with banking/financial services experience and