Senior Financial Services Assurance Lead Principal/Director

CliftonLarsonAllen Wealth Advisors, LLC; Tacoma (WA); Hybrid; USD 150,000 - 400,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Principal or Signing Director for our Financial Services Assurance team in the Pacific Northwest. The role focuses on leading assurance engagements for financial institutions and serving as the primary client relationship owner.

You will drive business development and manage engagement scope, budgets, and deadlines while mentoring junior staff across our regional offices. Willingness to travel to client sites is required.

Qualifications

• 8+ years of public accounting experience with financial statement audits and related reporting.
• Active CPA license required.
• Strong knowledge of the banking and financial services industry.

Responsibilities

• Lead assurance engagements for financial institutions with a focus on 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, 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, and project oversight.
• Maintain year-round relationships with clients, identifying opportunities to expand services.
• Collaborate across the firm to bring specialized resources and solutions to clients.
• Mentor and develop assurance professionals through coaching and career development.
• Communicate progress, risks, findings, and recommendations to clients and teams.

Skills

Public accounting

CPA license

Banking & financial services knowledge

Education

Bachelor's degree in Accounting/Finance

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Principal or Signing Director for our Financial Services Assurance team in the Pacific Northwest. The role focuses on leading assurance engagements for financial institutions and serving as the primary client relationship owner.

You will drive business development and manage engagement scope, budgets, and deadlines while mentoring junior staff across our regional offices. Willingness to travel to client sites is required.