Senior Assurance Director, Financial Services

CliftonLarsonAllen Wealth Advisors, LLC; Seattle (WA); Hybride; USD 105 000 - 181 000; Plein temps

Résumé du poste

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Assurance Manager or Director to lead audit engagements for financial services clients in the Pacific Northwest. You will manage planning, execution, and delivery while building strong client relationships.

The role requires 6+ years of experience in a large firm, a CPA, and a Bachelor's in accounting. You will mentor staff, oversee budgets, and contribute to business development and talent retention.

Qualifications

• 6 years of relevant experience required.
• Experience in a large professional services or public accounting firm, driving strategic management preferred.
• Bachelor’s degree in accounting or related field is required.
• CPA is required.

Responsabilités

• Lead and manage audit and assurance engagements from planning through completion.
• Serve as a primary client contact, providing proactive guidance and maintaining strong client relationships.
• Oversee engagement budgets, timelines, and quality standards.
• Review audit plans, internal control assessments, and engagement deliverables.
• Mentor, coach, and develop team members through ongoing feedback and professional development.
• Support recruiting, onboarding, and retention of top talent.
• Contribute to business development efforts by strengthening existing client relationships and identifying growth opportunities.

Connaissances

Engagement leadership

Client relationships

Budget management

Audit planning

Deliverables review

Mentoring

Recruiting

Business development

Client service

Formation

Bachelor's degree in accounting

CPA

Description du poste

CliftonLarsonAllen Wealth Advisors, LLC is seeking an Assurance Manager or Director to lead audit engagements for financial services clients in the Pacific Northwest. You will manage planning, execution, and delivery while building strong client relationships.

The role requires 6+ years of experience in a large firm, a CPA, and a Bachelor's in accounting. You will mentor staff, oversee budgets, and contribute to business development and talent retention.