Senior Assurance – Employee Benefit Plans
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: San Jose • California • United States
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Salary
💰 $84,400 - $143,000 per year
Job Level
About the role
- Become an EBP service professional and attend industry leading events and trainings.
- Gain knowledge of ERISA and IRS regulations.
- Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
- Develop and train team members to help them build inspired careers.
- Be given opportunities to lead client engagements.
- Benefit from the opportunity to work with many great clients and service providers.
- Learn retirement plan compliance issues and solutions to help our clients.
- Be given the opportunity to become a well-rounded EBP professional with audit, tax and consulting experiences.
- Develop strong project management skills.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- You have an active CPA license or are eligible to sit for the CPA exams and meet the 150-credit requirement to obtain a CPA license.
- 2+ years working in public accounting.
- Employee benefit plan audit experience preferred but not required.
- Knowledge of basic auditing, accounting and tax concepts.
- Proficiency and aptitude for Microsoft Excel, Word, Outlook.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
auditingaccountingtax conceptsemployee benefit plan auditproject managementMicrosoft ExcelMicrosoft WordMicrosoft Outlook
Soft Skills
leadershipteam developmentclient engagementcommunity buildingcommunication
Certifications
CPA licenseeligibility for CPA exams