CLA (CliftonLarsonAllen)

• Lead a team of tax and industry professionals delivering tax compliance and consulting services
• Mentor the team and develop deep understanding of clients' businesses
• Assume full responsibility for all services for clients in a book of business
• Review and sign engagement letters and discuss assignment nature and terms with clients and staff
• Approve fees
• Review and approve work papers and tax returns prepared by staff
• Review and sign client deliverables
• Keep current on tax law changes
• Develop new business and expand services to existing clients
• Demonstrate commitment to the firm through willingness to devote time to the practice

Tax Principal, Signing Director

Director

• Manage and develop relationships with clients
• Assist clients in obtaining necessary funding to positively impact their communities
• Assist clients with audit and financial planning objectives using a range of tools
• Develop staff, provide 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
• Serve State and Local Government agencies through CLA's audit and professional services practice

Audit Manager/Director – State and Local Government

Controller

• Perform Assistant Controller functions as part of the client’s accounting services team and manage these functions for clients
• Act as a consultant and advisor to clients on best practices for accounting and finance-related engagements
• Manage multiple clients, work, and deadlines using project management expertise
• Prepare and analyze client financial statements and make recommendations
• Foster and build opportunities for clients, communities, and people
• Become an industry professional and attend industry-leading events and training
• Maintain knowledge of clients’ organizational policies and procedures, federal and state policies and directives, and current accounting standards

Assistant Controller – Nonprofit

• Act as the Controller for designated clients
• Advise clients as a consultant on best practices for accounting and finance-related engagements
• 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 organizational policies, federal and state directives, and current accounting standards
• Advise management on short-term and long-term financial objectives, policies, and actions

CAAS Controller – Nonprofit

Financial Planning and Analysis

• Lead the growing Nonprofit Client Accounting and Advisory Services (CAAS) practice in Southern New England
• Assist in managing a team of 8–10 accounting and finance professionals
• Deliver outsourced accounting solutions to clients
• Provide CFO consulting services
• Implement strategic initiatives to grow the team and scale outsourcing operations
• Partner with client leadership on operational and strategic issues
• Provide recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis
• Monitor budgets and present operational metrics
• Develop knowledge of GAAP and financial and operational aspects of specific industries
• Ensure financial records are maintained according to appropriate principles and monitor use of funds
• Manage cash flow, forecasting, and financial accounting
• Manage capital planning and risk management
• Interact with boards of directors
• Manage multiple client engagements and build strong client relationships

Chief Financial Officer – Nonprofit

Associate

• Perform financial Quality of Earnings, due diligence, Excel financial analysis, and other consultative services for clients involved in business purchases, sales, or mergers and acquisitions
• Perform ad hoc analysis under tight deadlines
• Perform original financial statement modeling with a high degree of accuracy
• Write reports on findings for clients and their advisors
• Perform detailed financial due diligence
• Collect and analyze financial data to detect errors in financial reporting
• Summarize key accounting policies and identify issues that may impact transaction value or client risk
• Build detailed analyses and reports based on findings for client delivery
• Support multiple engagements on time and within budget
• Identify issues and communicate progress and results to supervisors
• Complete assigned portions of engagements consistently, accurately, and within tight time frames
• May begin directing small quality of earnings projects at the two-year level

Associate, Deal Services

Accounting Manager

• Develop understanding of each client’s business or nonprofit organization operations
• Manage multiple clients, software, and charts of accounts
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Coordinate and review month-end account reconciliations
• Complete complex reconciliations involving investments, debt, and industry-specific accounts
• Prepare, understand, and review financial statements
• Review general ledger, cash flow, and allocations
• Create process and procedure documentation and maintain backup
• Complete sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested items
• Oversee workflow and quality of Associates’ and Analysts’ work
• Supervise Associates and Analysts to ensure efficient, high-quality work
• Assist with internal audit, due diligence, system selection, and other consulting projects

Senior Accounting – CAAS Nonprofit

• Handle multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Coordinate and process accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll
• Complete financial statements during month-end processing
• Coordinate and complete account reconciliations, including bank and credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, and accruals
• Complete complex account reconciliations previously set up and supported by Senior Associate, Assistant Controller, Controller, or CFO
• Complete sales tax returns, Form 1099s, and other forms or items requested by clients

Accounting Associate

Operations

• Lead specific initiatives supporting the strategic goals of CLA and CAAS
• Work with firm-wide senior leadership and CAAS leadership to develop and implement transformation strategies
• Prioritize centralization, standardization, and automation to support CAAS growth and increase CLA’s market share
• Improve client service delivery and satisfaction and enhance the CLA family experience
• Monitor and evaluate transformation outcomes and provide feedback and recommendations for improvement
• Lead development of standardized processes, process documentation, and transformation-process training across the firm
• Deliver training to practitioners and champions as needed
• Develop implementation plans that encourage initiative adoption and foster change management
• Collaborate with SMEs and business stakeholders across the Matrix and CLA family
• Enforce existing process standards, identify problematic areas, and recommend solutions
• Oversee and lead project management teams, assigning tasks as needed
• Lead annual transformation projects
• Identify and consult with subject matter experts for project initiatives
• Own and regularly assess CAAS Transformation adoption
• Communicate changes, impact, expectations, and feedback to senior leadership
• Lead measurement, reporting, and analysis of key performance metrics (KPIs)
• Coordinate with other firm areas to monitor success metrics

Director, Operations

Insurance

• Build and expand trusted-advisor relationships with nonprofit executives and boards
• Drive business development by growing a book of business, expanding client relationships, and engaging in the nonprofit community
• Lead and oversee nonprofit assurance engagements, ensuring quality, compliance, and timely delivery
• Manage engagement scope, fees, budgets, and deadlines while maintaining strong client communication
• Serve as the primary client relationship owner and trusted advisor
• Review financial statements and workpapers for accuracy and adherence to professional standards
• Provide engagement leadership, including staffing, risk management, and quality control
• Mentor and develop teams through coaching and performance feedback

Assurance Principal – Nonprofit

• Maintain and expand existing client relationships
• Build a network to develop new relationships in the community, including Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others
• Project manage ongoing engagements to meet client needs
• Recognize opportunities, solve problems, and close business, especially at strategically targeted accounts
• Demonstrate exceptional client service and genuine interest in making a difference for clients while growing CAST revenue
• Maintain business development targets and sales activities in CRM
• Represent CLA at networking events and public forums

Client Relationship Director

• Manage and develop relationships with new business development contacts and existing clients
• Mentor team members
• Deliver tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions
• Serve private equity investor groups, family offices, and strategic buyers
• Work with SALT, International Tax, and Federal Tax Solutions specialty tax groups
• Perform tax due diligence through review of tax returns, legal documents, and financial statements
• Write and review tax due diligence reports
• Lead engagement progress by monitoring time, budgets, and deadlines
• Communicate important developments, facts, conclusions, and recommendations to the engagement principal

Manager/Director – Transaction Tax

• 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
• Mentor and develop associates and seniors from a technical and career perspective

National Accounting Manager/Director for Income Taxes

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

Tax and Audit Associate

Project Manager

• Develop project proposals addressing goals, timeframes, methodology, and staffing requirements for information-technology-impact projects
• Lead projects involving infrastructure, acquisitions, lifecycle management, and software installation and upgrades
• Bring together cross-functional project teams and promote a one-team environment
• Establish communication channels for stakeholders, internal and external teams, and third parties
• Address concerns with internal and external teams and provide timely stakeholder communication
• Collaborate with project leads and individuals to develop project plans, policies, and procedures
• Define technical project scope and objectives
• Manage project deliverables, milestones, required tasks, schedules, and budgets in accordance with EPMO standards and IT leadership
• Coordinate and track project issues and risks
• Manage budgets, vendors, and resources as project responsibilities increase
• Ensure satisfaction and collaboration with Managing Principals, Executive Leaders, and vendors