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CLA (CliftonLarsonAllen)Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in planning and executing assurance engagements, managing client relationships, and leading staff development in a public accounting environment. Proficient in financial statement preparation, audits, and compliance with accounting standards.
Highest-signal resume keywords
CPA LicensePublic Accounting ExperienceFinancial Statement PreparationAudit and Tax ConceptsClient Relationship Management
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
- Recruit, plan assignments, resolve problems, consult with staff, evaluate staff performance, and lead professional development programs
- Supervise preparation of engagement letters and discuss assignment terms with clients
- Estimate fees and ensure clients sign and return engagement letters before engagements begin
- Evaluate and revise internal controls and audit programs prepared by staff
- Monitor time budgets and deadlines
- Communicate developments, facts, conclusions, and recommendations to the Engagement Principal
- Provide ongoing attention to client management 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, including overnight travel
- Demonstrated ability to manage client relationships
- Strong communication and analytical skills
- Strong leadership and mentoring capabilities
- Capacity to develop and train staff
- Excellent client service orientation with ability to expand services and develop new business
Benefits
Comp & perks- Comprehensive benefit options including health, dental, vision, and 401k
- Wellness support focused on physical, financial, social, and emotional well-being
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationAuditReviewsCompilationsInternal ControlsAccounting ConceptsTax ConceptsEngagement PlanningFee EstimationAnalytical Skills
Soft Skills
LeadershipMentoringCommunicationClient Service OrientationProblem Solving
Certifications & Qualifications
CPA License
Industry Keywords
Public AccountingAssurance EngagementsClient ManagementProfessional DevelopmentEngagement Letters