CLA (CliftonLarsonAllen)

Accountant

• Develop an understanding of each client’s business/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 information
• 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 Accountant, CAAS – Technology Industry

Insurance

• 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 regularly with clients and CLA family members
• Potentially prepare tax returns

Assurance Intern

• 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, 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

Director

• Plan, supervise, and control all phases of the Firm’s nonprofit and other regulated industry assurance engagements
• Plan engagement timing, staffing, and execution to promote efficient operations and deliver client value
• Lead decision-making for assigned engagements and keep the Engagement Principal informed of major decisions and progress
• Develop and train team members 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 engagement start
• Evaluate and revise internal controls and audit programs prepared by staff, presenting them to the Engagement Principal for approval
• Monitor engagement time budgets and deadlines, communicate developments and recommendations to the Engagement Principal, manage client relationships, and prepare final client meetings

Assurance Manager / Director

Medical Director

• Manage and develop relationships with clients
• Assist clients in obtaining necessary funding to continue positively impacting their communities
• Assist clients with audit and financial planning objectives using a range of tools
• Develop staff through mentoring and oversee client engagement teams
• Lead engagement progress by monitoring time budgets and deadlines
• Communicate important developments, facts, conclusions, and recommendations to the engagement principal

Assurance Manager/Director – Healthcare Focused

• Plan, lead, and execute Assurance engagements
• Work closely with clients and decision makers while performing assurance procedures
• Prepare financial statements, related disclosures, and reportable condition correspondence letters
• Assess the design and implementation of internal controls
• Schedule, delegate, and train team members
• Collaborate with managers and principals to ensure effective communication and service delivery
• Develop and maintain effective client relationships
• Serve nonprofit clients within CLA's growing Nonprofit practice

Senior Associate – Assurance, Nonprofit Focused

Associate

• Plan, lead, and execute Assurance engagements
• Provide excellent client service
• Work closely with clients and decision makers while performing a wide range of assurance procedures
• Prepare financial statements, related disclosures, and reportable condition correspondence letters
• Assess the design and implementation of internal controls
• Schedule, delegate, and train team members
• Collaborate with managers/principals to ensure effective communication and service delivery
• Develop and maintain effective client relationships
• Work with a variety of clients

Senior Associate – Healthcare Focused

• Consult with clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members
• 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 business tax returns

Tax Manager – Director

• Serve as the primary day-to-day accounting contact for state and local government clients
• Manage multiple client engagements simultaneously, ensuring timely and accurate client deliverables
• Coordinate and review complex account reconciliations, including cash, receivables, and grant activity
• Provide advisory support related to budgeting, forecasting, financial management, internal controls, and process improvement initiatives
• Assist clients with annual audits by preparing workpapers, schedules, and supporting documentation, and serving as a liaison with external auditors
• Support grant compliance, federal and state reporting requirements, and other regulatory obligations
• Identify opportunities to improve accounting processes through technology, automation, and best practices
• Mentor, coach, and review the work of associates and analysts while promoting professional development
• Build strong client relationships through proactive communication, responsiveness, and trusted business advisory services

Senior Accountant – State & Local Government

• Perform a wide range of audit and accounting procedures impacting industry-specific issues
• Audit complex areas or transactions
• Prepare financial statements and related reports
• Schedule, delegate, and review the work of staff
• Supervise, train, and mentor staff
• Keep Manager or Principal informed of engagement status and issues
• Proactively interact and communicate with clients to gather information and ensure timely engagement wrap-up
• Service Higher Education clients in New England
• Build client relationships and provide continued close personal attention to client needs

Audit Associate

• Perform detail work for audits, reviews, compilations, and other assurance services
• Support multiple client engagements of varying size and complexity on time and within budget
• Communicate progress and audit results to supervisors
• Complete assigned engagement portions consistently, 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
• Collaborate with managers and principals to ensure effective communication and service delivery
• Develop and maintain effective client relationships
• May begin directing small audits at the two-year level