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CLA (CliftonLarsonAllen)

Assurance Principal – Healthcare & Life Sciences

CLA (CliftonLarsonAllen)

. Manage and develop relationships with great clients.

Posted 4/30/2026full-timeDallas • Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact
  • Manage and develop relationships with great clients.
  • Assume full responsibility for all services for clients in a book of business.
  • Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
  • Review and approve work papers prepared by staff.
  • Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
  • Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings.
  • Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations.
  • Assist clients in obtaining necessary funding to continue to positively impact their community.
  • Assist clients with meeting their audit and financial planning objectives by using a range of tools.
  • Be creative with staff development, mentoring, and overseeing client engagement teams.
  • Lead the engagement progress by monitoring time budgets and deadlines for adherence.

Requirements

What you’ll need
  • Bachelor's Degree in Accounting, Finance, or a related field
  • Minimum of 10 years of public accounting experience with emphasis in financial statement preparation and audits
  • CPA license required

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial statement preparationauditsengagement managementtime budgetingclient relationship management
Soft Skills
communicationmentoringleadershipcreativityproblem-solving
Certifications
CPA license