CLA (CliftonLarsonAllen)

• 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

Tax / Audit Associate

• Prepare, supervise, and review individual, trust, gift, and related owner pass-through entity engagements
• Partner with clients to provide customized tax advisory services
• Work closely with tax team members to identify and research complex tax issues
• Focus on engagement management and operational excellence
• Develop and train team members
• Expand technical and professional knowledge through client interactions, self-study, and training opportunities
• Work with a diverse range of clients

Senior Tax Associate

Director

• Lead digital M&A, integration, and carve-out initiatives
• Provide strategic advisory, program leadership, and IT due diligence support throughout the transaction lifecycle
• Engage with clients on M&A integration and carve-out program challenges
• Lead IT diligence activities, including data room reviews, diligence calls, request lists, and integration and separation strategies
• Develop diligence reports, transition services recommendations, and deal-related deliverables
• Provide manufacturing and distribution industry expertise for integration and separation planning
• Lead end-to-end digital initiative delivery, managing scope, timelines, resources, and budgets
• Establish project governance, integrated plans, schedules, resource strategies, and risk management frameworks
• Apply Agile, Waterfall, or hybrid project delivery methodologies
• Monitor project health and manage risks, issues, dependencies, and escalations
• Manage and develop project managers through coaching, performance management, and professional development
• Lead cross-functional teams and governance forums
• Build trusted relationships with clients, leadership, vendors, advisors, and stakeholders
• Facilitate governance meetings and deliver status reporting and executive updates
• Manage engagement budgets, forecasts, margins, resource utilization, and project economics
• Support organizational readiness, adoption, and business outcomes through change management
• Improve delivery methodologies, tools, standards, collaboration practices, consistency, quality, scalability, and operational excellence

Digital M&A Director

• Consult with clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members to help them build inspired careers
• Foster and build opportunities for clients, communities, and people
• Become an industry professional and attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex individual and corporate tax returns

Tax Manager/Director

General

• Expand existing client relationships and build a network to develop new community relationships
• Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings
• Recognize opportunities, solve problems, and close business, especially at strategically targeted accounts
• Implement sales strategies for new account prospects
• Prepare client presentations
• Attend local and regional networking events representing CLA
• Project manage ongoing engagements to meet client needs
• Maintain business development targets and sales activities in CRM

Client Relationship Leader

Controller

• Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting
• Coordinate and direct financial planning, budgeting, procurement, or 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 (KPIs)
• Monitor and evaluate accounting and financial staff performance, recommending and implementing actions
• Advise management on short- and long-term financial objectives, policies, and actions
• Communicate regularly with boards, bankers, investors, and constituents
• Prepare for and/or host board presentations
• Provide customized accounting services directly to clients as part of CLA's CAAS practice

CAAS Controller – Casual, Healthcare

• Develop internal control policies, guidelines, and procedures for budgeting, 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 forecasts, budgets, and regulatory reports
• Evaluate procurement-of-funds needs and investment of surpluses
• Monitor financial ratios and key performance indicators
• Monitor and evaluate accounting and financial staff performance, recommending and implementing actions
• Advise management on short- and long-term financial objectives, policies, and actions
• Communicate regularly with boards, bankers, investors, and constituents
• Prepare for and/or host board presentations
• Work directly with clients as part of CLA's CAAS practice to provide customized accounting services supporting business growth and management

Controller – Manufacturing Industry

• Develop full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of the technology industry
• Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting
• Coordinate and direct financial planning, budgeting, procurements, or 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 (KPI)
• Monitor and evaluate accounting and other financial staff performance, recommending and implementing actions
• Advise management on short-term and long-term financial objectives, policies, and actions
• Communicate regularly with boards, bankers, investors, and constituents; prepare for and/or host board presentations
• Help healthcare clients transform their businesses through collaborative Client Accounting & Advisory Services

Controller, Healthcare Industry

• Act as the Controller for designated nonprofit clients
• Serve as consultant and advisor on accounting and finance-related best practices
• Manage multiple clients, projects, workstreams, and deadlines
• Prepare and analyze client financial statements and make recommendations
• Foster and build opportunities and attend industry-leading events and trainings
• Maintain knowledge of client policies, federal and state directives, and current accounting standards
• Advise management on short- and long-term financial objectives, policies, and actions

Controller – Nonprofit

• 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

Tax Manager – Director

Learning and Development

• Partner with clients to understand strategic objectives, business needs, stakeholders, and risks associated with large-scale process, data, and technology transformations
• Assess change scope, complexity, organizational readiness, and employee impacts to determine the appropriate change management approach
• Develop and implement employee-focused change strategies that increase adoption, utilization, and proficiency with new processes, systems, and ways of working
• Create integrated change management plans covering stakeholder engagement, communications, training, sponsorship, coaching, resistance management, and reinforcement
• Facilitate change readiness, strategic planning, stakeholder alignment, and team effectiveness workshops
• Develop and manage change roadmaps, timelines, project plans, impact assessments, readiness assessments, and adoption measures
• Collaborate with client leaders and CLA project teams to integrate change management activities into broader project and implementation plans
• Monitor change progress, adoption, resistance, and organizational risks, adjusting strategies to help clients achieve sustainable business outcomes

Senior Organizational Change Manager

• Prepare individual, corporate, partnership, and other types of tax returns
• 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 on a regular basis

Tax Intern

Accounting Manager

• Serve clients in a high-impact manner, demonstrating command of a major area of specialization
• Demonstrate deep technical skills and general industry knowledge
• Manage engagements and drive operational excellence
• Drive the global tax provision process and coordinate with specialists
• Lead engagement teams and provide technical instruction
• Manage client relationships and engagement metrics
• Coordinate staffing with peers
• Assist with business development opportunities

Director – National Accounting for Income Taxes

• Consult with clients on succession and tax planning and other business processes
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members
• Foster and build opportunities for clients, communities, and people
• Attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex individual and corporate tax returns