Nonprofit Assurance Principal - Bay Area Growth Leader

CLA (CliftonLarsonAllen); San Jose (CA); On-site; USD 165,000 - 400,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision

401k

Job summary

CLA is seeking a Principal to join our Bay Area Nonprofit Assurance team. This role is designed for a motivated leader who will build trusted-advisor relationships with nonprofit executives and boards, drive business development, and oversee nonprofit assurance engagements to ensure quality and timely delivery.

You will manage engagement scope and budgets, mentor teams, review financial statements, and ensure adherence to professional standards.

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.
• Ability to travel to client sites as needed.

Responsibilities

• Build and expand trusted-advisor relationships with nonprofit executives and boards.
• Drive business development by growing a book of business, expanding client relationships, and actively engaging in the nonprofit community.
• Lead and oversee nonprofit assurance engagements, ensuring quality, compliance, and timely delivery.
• Manage engagement scope, fees, budgets, and deadlines while maintaining strong client communication.
• Serve as the primary client relationship owner and trusted advisor.
• Review financial statements and workpapers to ensure accuracy and adherence to professional standards.
• Provide overall engagement leadership, including staffing, risk management, and quality control.
• Mentor and develop high-performing teams; provide coaching and performance feedback.

Skills

Public accounting experience

CPA license

Travel willingness

Education

Bachelor's degree in Accounting

Job description

CLA is seeking a Principal to join our Bay Area Nonprofit Assurance team. This role is designed for a motivated leader who will build trusted-advisor relationships with nonprofit executives and boards, drive business development, and oversee nonprofit assurance engagements to ensure quality and timely delivery.

You will manage engagement scope and budgets, mentor teams, review financial statements, and ensure adherence to professional standards.