CLA (CliftonLarsonAllen)

• Manage research and development (R&D) tax credit studies, including client interviews, client data review, development of client- and industry-specific tools and templates, and preparation of technical reports
• Assist R&D Project Managers with engagement delivery, including research and writing on technical and compliance issues
• Manage and implement multiple projects simultaneously
• Conduct client consultations, analysis, and data gathering
• Coordinate Federal Tax Strategies R&D tax personnel and client resources
• Network and build strong internal and external relationships with clients and the community

Manager/Director – R&D Tax Credits

Medical Director

• Coordinate and prepare Medicare and Medicaid cost reports
• Coordinate and review Medicare and Medicaid cost reports
• Coordinate and prepare reimbursement-related consulting projects
• Train and develop staff
• Maintain working knowledge of Medicare program and State Medicaid program rules and regulations
• Research Medicare and Medicaid topics for clients and CliftonLarsonAllen personnel
• Develop services for clients and potential clients to positively impact revenue
• Participate in practice management, professional organizations, and associations to build relationships with clients, potential clients, and industry leaders
• Research Medicare and Medicaid reimbursement and develop a reimbursement library
• Work with Healthcare team members and clients
• Report to Healthcare Principals and Signing Directors

Reimbursement Director, Healthcare

• 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 corporate tax returns

Tax Manager/Director

Program Manager

• Collaborate with teams to deliver firmwide solutions aligned with business goals and objectives
• Develop and manage program plans, including scope, objectives, and deliverables
• Ensure successful delivery across project and product teams within the Enterprise program
• Provide direction and overall program leadership to project teams
• Partner with business and product managers to align programs with firm strategy
• Own program governance and controls, including steering committees and advisory boards
• Coach project leads and teams in project methodology, Scrum, and Lean-Agile practices
• Align the program’s five-year vision and roadmap with business leadership
• Optimize delivery flow and process improvement
• Assist with reporting, tracking, and execution of project milestones, value streams, epics, and features
• Coordinate project and program interdependencies and escalate risks, issues, and impediments
• Oversee program and product budgets and third-party vendors
• Ensure seamless transitions from projects to appropriate team structures
• Manage internal and external stakeholder relationships throughout the program lifecycle
• Allocate resources, monitor utilization, and adjust resources as necessary
• Lead portfolio and program management activities to align investments with strategic objectives and business value
• Partner with business leaders to validate priorities, provide demand visibility, and support enterprise-wide prioritization
• Coordinate dependencies and delivery plans with technical teams, architects, project managers, and business stakeholders
• Remove obstacles and drive execution of complex initiatives
• Mentor, coach, and lead project managers while promoting consistent management practices

Network Engineer

• Lead the design, implementation, optimization, and support of CLA's enterprise network infrastructure across office, datacenter, and cloud environments
• Provide technical leadership for routing, switching, wireless, SD-WAN, and network security initiatives
• Administer and support Cisco networking technologies including Catalyst, Nexus, Meraki, and related platforms
• Design and manage enterprise WAN, LAN, WLAN, VPN, and internet connectivity solutions
• Support and optimize Microsoft Azure networking services, including ExpressRoute, Virtual Networks, Virtual WAN, DNS, and hybrid cloud connectivity
• Configure and troubleshoot BGP, OSPF, VLANs, STP, HSRP, and QoS
• Partner with cybersecurity teams on secure network architectures, firewalls, segmentation, and Zero Trust initiatives
• Lead network modernization, cloud transformation, office integration, and infrastructure lifecycle management projects
• Develop and maintain network automation solutions using PowerShell, Python, Ansible, Terraform, or similar technologies
• Utilize network monitoring and performance management tools such as SolarWinds, ThousandEyes, and LogicMonitor
• Serve as a technical escalation point for complex network incidents, performance issues, and critical outages
• Mentor network engineers and contribute to architectural standards, operational procedures, and network roadmaps
• Ensure high availability, resiliency, disaster recovery, and business continuity requirements are met
• Participate in the on-call rotation

Lead Network Engineer

Accountant

• Develop an understanding of each client’s business and organizational 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 month-end account reconciliations
• Complete complex reconciliations involving investments, debt, and industry-specific accounts
• Prepare, understand, and review basic to complex financial statements
• Review general ledger, cash flow, allocations, and related items
• Create process and procedure documentation and build backup processes
• 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 produced by Associates and Analysts
• Supervise Associates and Analysts and ensure efficiency and quality
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accountant – CAAS, Technology Industry

Accounting Manager

• 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 bank, credit card, prepaids, accounts receivable, fixed assets, accounts payable, and accrual reconciliations
• Complete complex account reconciliations previously set up and supported by senior accounting staff
• Complete sales tax returns, Form 1099s, and other client-requested forms or items

Accounting Associate – Technology Industry

Director

• Manage and develop relationships with clients
• Assume full responsibility for all services for clients in a book of business
• Review and sign engagement letters and discuss assignment terms with clients and staff
• Approve fees
• Review and approve work papers prepared by staff
• Review engagement progress to ensure all phases are carried out properly
• Review time budgets and deadlines
• Provide ongoing attention to client management
• Attend final client meetings
• Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations
• Assist clients in obtaining necessary funding
• Assist clients with audit and financial planning objectives using a range of tools
• Develop, mentor, and oversee client engagement teams
• Lead engagement progress by monitoring time budgets and deadlines

Signing Director – Assurance, State & Local Government

• 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 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

• Lead a team of tax and industry professionals delivering tax compliance and consulting services
• Mentor team members 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
• 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 by devoting time to the practice

Tax Principal, Signing Director

• Lead a team of tax and industry professionals delivering tax compliance and consulting services
• Mentor team members 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
• Devote time to the practice and demonstrate commitment to the firm

Tax Principal

• Drive business development by growing a book of business, expanding client relationships, and actively engaging in the community
• Lead and oversee 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 high-performing teams through coaching and performance feedback

Assurance Principal – Signing Director

• Develop client relationships by delivering tax planning and consulting services
• Understand clients’ businesses and deliver firm services to meet their needs
• Assume full responsibility for all services for clients in a book of business
• Review and sign engagement letters
• 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
• Provide consultation services and technical expertise to clients and CLA professionals
• Strengthen existing client relationships
• Develop new business
• Mentor team members

Tax Principal – Signing Director

• Work closely with leadership to drive SALT growth internally and externally, focusing on income/franchise consulting and compliance projects
• Manage SALT income/franchise projects, including nexus studies, restructuring opportunities, voluntary disclosure agreements, income/franchise tax compliance, pass-through entity tax projects, PL 86-282 studies, and return reviews for refund opportunities
• Represent clients in negotiations with taxing authorities regarding income/franchise tax audits, state tax notices, amnesty programs, and voluntary disclosure agreements
• Identify clients and targets for SALT’s income/franchise tax compliance center and provide review support for income/franchise tax return filings
• Develop, recruit, and grow regional associates and senior associates; assist with growing and training the SALT team
• Partner with industry leaders and NTO to develop income/franchise tax thought leadership
• Serve as a SALT resource to the national Transaction Tax Services team on M&A deals
• Build relationships with CRLs and industry leads to drive SALT growth and strengthen the SALT brand
• Contribute to SALT growth plans and national growth network initiatives, including recruiting and integration of acquired firms
• Ensure CLA risk management policies and procedures are followed, including engagement setup, client billing and collections, and document retention; train SALT staff on these policies

Manager/Director – Income Franchise Tax

• Prepare, supervise, and review individual, C corporation, S corporation, and partnership 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
• Work with a diverse range of clients

Manager/Director – R&D Tax Credits

Reimbursement Director, Healthcare

Tax Manager/Director

Program Manager

Lead Network Engineer

Senior Accountant – CAAS, Technology Industry

Accounting Associate – Technology Industry

Signing Director – Assurance, State & Local Government

Tax Manager/Director

Tax Principal, Signing Director

Tax Principal

Assurance Principal – Signing Director

Tax Principal – Signing Director

Manager/Director – Income Franchise Tax

Senior Tax