CLA (CliftonLarsonAllen)

Associate

• Perform the detail work of audits, reviews, some compilations, and other assurance services for clients.
• Support multiple client engagements of varying size and complexity on time and within budget.
• Communicate progress and audit results to supervisors.
• Complete assigned portions of engagements consistently and accurately within tight time frames.
• Proactively interact and communicate with clients to gather information and ensure timely engagement wrap-up.
• Audit complex areas and transactions.
• Prepare financial statements and related reports.
• May begin to direct small audits at the two-year level.
• Collaborate with managers and principals to ensure effective communication and service delivery.
• Develop and maintain effective client relationships.
• Work with clients in the State and Local Government practice.

Audit Associate – State and Local Government

Accountant

• Develop understanding of each client’s business and organizational operations
• Coordinate and process accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Coordinate and review account reconciliations, including prepaids, accounts receivable, fixed assets, accounts payable, accruals, investments, debt, and industry-specific accounts
• Prepare, understand, and review basic to complex financial statements
• Review general ledger, cash flow, and allocations
• Create process and procedure documentation and build backup
• Complete sales tax returns, Form 1099s, audit workpapers, tax return workpapers, and other client-requested items
• Oversee and supervise Associates’ and Analysts’ workflow and work quality
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accountant, CAAS – Real Estate Industry

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax/Audit Intern, Winter 2028

Tax/Audit Intern

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget
• Identify issues and communicate progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members regularly

Tax and Audit Intern

Accounting Manager

• Support management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions.
• Prepare account reconciliations for prepaids, accounts receivable, fixed assets, accounts payable, and accruals.
• Prepare, understand, and review basic to moderate financial statements.
• Support preparation of general ledger, cashflow, and allocations.
• Build process backup at the direction of leadership when needed.
• Aid in preparing sales tax returns and Form 1099s.
• Prepare audit workpapers, tax return workpapers, and other requested client materials.

Accounting Analyst – Nonprofit Industry

Project Manager

• Coordinate day-to-day administrative support across Enterprise Project Management Office (EPMO) projects and programs
• Coordinate project meetings, ceremonies, and working sessions, including calendar management, room/Teams logistics, and agenda distribution
• Track key dates, milestones, and deliverable due dates and flag upcoming or missed items
• Prepare, format, and maintain project artifacts including charters, plans, RAID logs, status reports, and meeting minutes
• Support project intake, prioritization, project close activities, checklist tracking, and governance documentation archiving
• Assist with executive-ready status reports, steering committee materials, and portfolio dashboards
• Maintain project records in EPMO systems including PRISM/ServiceNow, Portfolio Assignment Tracker, and MS Planner
• Support basic reporting and data quality checks
• Serve as a first point of contact for routine project inquiries
• Draft and distribute agendas, minutes, and follow-up communications
• Track action items, decisions, and owners through closure
• Support onboarding of new project team members to EPMO tools, templates, and standards
• Maintain the EPMO knowledge base and templates
• Identify opportunities to streamline coordination and reporting processes
• Collaborate with Project Managers, Program Managers, Business Analysts, and project team members to support EPMO compliance and standards

Project Coordinator

• Provide day-to-day coordination and administrative support across Enterprise Project Management Office (EPMO) projects and programs
• Coordinate project meetings, ceremonies, and working sessions, including calendar management, room/Teams logistics, and agenda distribution
• Track key dates, milestones, deliverable due dates, and missed items
• Prepare, format, maintain, store, and archive project artifacts and governance documentation
• Support project intake, prioritization, and close activities
• Assist with executive-ready status reports, steering committee materials, and portfolio dashboards
• Maintain project records in EPMO systems of record, including PRISM/ServiceNow, Portfolio Assignment Tracker, and MS Planner
• Support basic reporting and data quality checks
• Serve as a first point of contact for routine project inquiries
• Draft and distribute meeting agendas, minutes, and follow-up communications
• Track action items, decisions, and owners through closure
• Support onboarding of new project team members to EPMO tools, templates, and standards
• Maintain the EPMO knowledge base and templates
• Identify opportunities to streamline coordination and reporting processes
• Collaborate with Project Managers, Program Managers, Business Analysts, and project team members to ensure compliance with EPMO standards and methodologies

• Develop an understanding of each client’s business or organization operations
• Manage multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Coordinate and review account reconciliations
• Complete complex account reconciliations
• Prepare, understand, and review financial statements
• Review general ledger, cash flow, allocations, and related accounting activity
• Create process and procedure documentation and build backup
• Complete sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items
• Oversee workflow and quality of work of Associates and Analysts
• Supervise Associates and Analysts to ensure efficiency and quality
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accounting – CAAS, Healthcare and Life Sciences

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members regularly

Controller

• Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting
• Coordinate and direct financial planning, budgeting, procurement, and investment activities
• Prepare financial information
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, and regulatory reports
• Evaluate procurement of funds and investment of surpluses and make recommendations
• Monitor ratios and key performance indicators
• Monitor and evaluate accounting and financial staff performance and implement actions
• Advise management on short-term and long-term financial objectives, policies, and actions
• Communicate with boards, bankers, investors, and constituents
• Prepare for and/or host board presentations
• Provide customized accounting services to clients as part of CLA's CAAS practice

CAAS Controller – Professional Service Organizations

• Prepare individual, corporate, partnership, and other types of income tax returns
• Perform limited tax research with guidance
• Handle routine client tax questions
• Work with clients to collect necessary information for tax return completion and compliance
• Complete tax-related research and special projects as needed
• Help clients resolve complex issues and achieve results

Tax Associate

• Perform detail work for audits, reviews, some compilations, and other assurance services
• Collect and analyze data to detect deficient controls, duplicated effort, fraud, or non-compliance
• Build detailed reports on audit findings
• Support multiple client engagements of varying size and complexity
• Communicate progress and audit results to supervisors
• Complete assigned portions of engagements accurately and within tight time frames
• Interact with clients to gather information and ensure timely engagement wrap-up
• Audit complex areas and transactions
• Prepare financial statements and related reports

Audit Associate – State and Local Government

Senior Accountant, CAAS – Real Estate Industry

Tax/Audit Intern, Winter 2028

Tax/Audit Intern

Tax and Audit Intern

Accounting Analyst – Nonprofit Industry

Project Coordinator

Project Coordinator

Senior Accounting – CAAS, Healthcare and Life Sciences

Tax/Audit Intern

Tax and Audit Intern

CAAS Controller – Professional Service Organizations

Tax Associate

Audit Associate

Tax, Audit Intern