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Assurance Manager/Director
CLA (CliftonLarsonAllen). Assume full responsibility for planning, supervising, and controlling all phases of the Firm’s regular services for delegated clients .
About the role
Key responsibilities & impact- Assume full responsibility for planning, supervising, and controlling all phases of the Firm’s regular services for delegated clients
- Plan timing, staffing, and execution of assurance engagements
- Lead decision-making for assigned engagements and clients
- Keep the Engagement Principal informed of major decisions and engagement progress
- Develop and train teams through recruiting, assignment planning, problem resolution, staff consultation, performance evaluation, and professional development instruction
- Supervise preparation of engagement letters, discuss assignment terms with clients, estimate fees, and ensure signed letters are returned before engagements begin
- Evaluate and revise internal controls and audit programs prepared by staff
- Monitor engagement budgets and deadlines
- Communicate developments, facts, conclusions, and recommendations to the Engagement Principal
- Maintain client management attention and prepare final client meetings
Requirements
What you’ll need- Bachelor’s Degree in Accounting, Finance, or related field
- 6+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations
- Current CPA license required
- Advanced technical knowledge of audit, accounting, and tax concepts
- Ability to travel to client sites that may also require overnight travel
- Demonstrated ability to manage client relationships
- Strong communication and analytical skills
- Ability to show strong leadership and mentoring capabilities
- Dynamic interpersonal manner with capacity to develop and train staff
- Excellent client service orientation with an ability to expand services and develop new business
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being