Senior Assurance Principal: Client Leadership & Growth

CLA (CliftonLarsonAllen); King of Prussia (PA); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

CLA (CliftonLarsonAllen) is seeking an Assurance Principal to join our Northeast offices. This role demands leadership in client advisory, service advocacy, relationship development, and team mentorship.

You will manage a portfolio, review engagements, and guide staff while maintaining high-quality audits and financial planning objectives. CPA is required and a Bachelor's in Accounting/Finance is expected.

Qualifications

• Bachelor's Degree in Accounting, Finance, or a related field.
• Minimum 8+ years of public accounting experience with emphasis in financial statement preparation and audits.
• CPA license is required.

Responsibilities

• Manage and develop relationships with clients.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss assignments with clients and staff, and approve fees.
• Review and approve work papers prepared by staff.
• Periodically review engagement progress and ensure proper execution.
• Review time budgets and deadlines, monitor engagement status with client management.
• Communicate with managers and staff regarding engagement status, findings, and recommendations.
• Assist clients in obtaining necessary funding to continue to positively impact their community.
• Assist clients with meeting their audit and financial planning objectives using a range of tools.
• Lead staff development, mentoring, and oversee engagement teams.
• Lead engagement progress by monitoring time budgets and deadlines for adherence.

Skills

Client relationship management

Engagement management

Audit

Staff mentoring

Time budgeting

Education

Bachelor's Degree in Accounting/Finance

CPA license

Job description

CLA (CliftonLarsonAllen) is seeking an Assurance Principal to join our Northeast offices. This role demands leadership in client advisory, service advocacy, relationship development, and team mentorship.

You will manage a portfolio, review engagements, and guide staff while maintaining high-quality audits and financial planning objectives. CPA is required and a Bachelor's in Accounting/Finance is expected.