Principal, Financial Services Assurance Leader

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

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Wellness program

Job summary

CLA (CliftonLarsonAllen) seeks a Principal or Signing Director for our Financial Services Assurance team in the Pacific Northwest. This role leads engagements, manages client relationships, and drives growth in a high-performing environment.

Ideal candidates hold a CPA, with 8+ years of public accounting experience in financial services, and willingness to travel to client sites. Washington-based position offers strong compensation and career progression.

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.

Skills

Client relationship management

Leadership

Business development

Project management

Education

Bachelor's degree in Accounting/Finance

Job description

CLA (CliftonLarsonAllen) seeks a Principal or Signing Director for our Financial Services Assurance team in the Pacific Northwest. This role leads engagements, manages client relationships, and drives growth in a high-performing environment.

Ideal candidates hold a CPA, with 8+ years of public accounting experience in financial services, and willingness to travel to client sites. Washington-based position offers strong compensation and career progression.