Senior Assurance Auditor – Financial Services

CliftonLarsonAllen Wealth Advisors, LLC; Dallas (TX); Hybrid; USD 95,000 - 120,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Assurance Senior to join our Financial Services Group in Dallas, TX. You will work on audit, review, and compilation engagements for financial institution clients, while mentoring junior staff and contributing to a positive team culture.

The role emphasizes engagement planning, data analysis, and development of team members through coaching and training opportunities. CPA eligibility is preferred; a Bachelor’s in Accounting is required.

Qualifications

• 2 years of relevant experience required.
• Bachelor’s degree in Accounting or related field is required.
• Eligible to sit for CPA exam preferred.

Responsibilities

• Participate in audit, review, and compilation engagements serving financial institution clients.
• Assist with engagement planning and all aspects of financial statement preparation.
• Coordinate, delegate, and review the work of Associates to ensure quality and timely client service.
• Support the development of team members through coaching, mentoring, and training opportunities.

Skills

Audit engagements

Mentoring

Client service

Leadership

Education

Bachelor's degree in Accounting

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Assurance Senior to join our Financial Services Group in Dallas, TX. You will work on audit, review, and compilation engagements for financial institution clients, while mentoring junior staff and contributing to a positive team culture.

The role emphasizes engagement planning, data analysis, and development of team members through coaching and training opportunities. CPA eligibility is preferred; a Bachelor’s in Accounting is required.