CLA (CliftonLarsonAllen)

• Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization.
• Demonstrate deep technical skills and have the above related industry knowledge.
• Excel at engagement management and operational excellence.
• Assist clients with meeting their tax and day to day compliance needs.
• Research and draft technical tax memoranda on various tax issues for clients.
• Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate.
• Develop and mentor staff and oversee client engagement teams.

Manager/Director – National Exempt Tax

Product Manager

• Evaluate cross-portfolio product and service initiatives to identify opportunities for improved differentiation, scalability, and economic impact.
• Apply first-principles thinking to challenge legacy assumptions and redesign workflows where necessary.
• Identify modernization opportunities that strengthen platform coherence and long-term scalability.
• Support enhancement of both internal practitioner platforms and external Digital Service Line offerings.
• Personally lead high-impact experiments and modernization pilots.
• Define measurable outcome criteria and decision thresholds prior to scaling innovation efforts.
• Partner directly with Product Managers, Engineers, Architects, and Data teams to execute pilots.
• Produce executive-ready analyses outlining tradeoffs, risks, economic implications, and measurable results.
• Recommend scale, iterate, or sunset decisions based on validated outcomes.
• Ensure experimentation efforts result in observable improvements across product performance, client value, or operational effectiveness.
• Identify systemic improvement opportunities across the product development lifecycle.
• Evaluate automation, intelligent tooling, and AI capabilities that enhance workforce productivity and quality across analysts, designers, developers, and QA professionals.
• Monitor product and delivery metrics to detect portfolio-level improvement opportunities.
• Reinforce alignment between Product, Engineering, Architecture, and Support to reduce operational friction and rework.
• Evaluate strategic platforms and modernization initiatives for alignment to measurable outcomes and platform-first principles.
• Ensure technology investments strengthen product capability and firm economics.
• Guide responsible integration of automation and AI across both internal and client-facing product offerings.
• Prioritize client value and product outcomes over technology novelty.

Director of Product Innovation

• Prepares individual, corporate, partnership, and other types of tax returns.
• Performs audit, review, compilation, and other assurance services.
• Gains experience, exposure, and knowledge of procedures, workpapers and systems.
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress.
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.
• Completes research and special projects as needed.
• Communicates effectively with clients and CLA family members on a regular basis.

Tax/Audit Associate

AI Engineer

• Lead the implementation of production-ready AI systems across predictive modeling, optimization, and LLM-powered applications
• Design end-to-end architectures including data pipelines, APIs, model services, orchestration layers, and monitoring systems
• Build and deploy AI workflows within Azure and Databricks environments
• Develop robust evaluation frameworks for both ML models and LLM-based systems
• Design and implement AI applications with strong grounding, safety, evaluation, and cost controls
• Build AI workflows including tool integration, memory systems, and orchestration logic
• Implement model routing, fallback strategies, and guardrails
• Develop context and memory systems (retrieval, summarization, session continuity)

Senior AI Engineer

Financial Planning and Analysis

• Perform CFO functions as part of the client’s accounting services team.
• Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
• Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
• Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Lead financial administration, planning, and budgeting.
• Oversee longer-term budget planning and cost management.
• Monitor progress of budgets and presents operational metrics.

Chief Financial Officer – Nonprofit

Accounting Manager

• Develops an understanding of each client’s business/organization operations.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations.
• Completes complex account reconciliations.
• Prepares, understands, and reviews financial statements.
• Reviews general ledger, cashflow, allocations.
• Proactively creates process and procedure documentation.
• Completes sales tax returns and Form 1099s and prepares audit workpapers.
• Oversees workflow and quality of work of Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accounting, CAAS - Retail Industry

Director

• Maintain and expand existing client relationships.
• Build your network to develop new relationships in the community (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, problem solve and close business, especially at strategically targeted accounts.
• Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
• Maintain business development targets and sales activities in CRM.
• Represent CLA at networking events and in public forums.
• Maintain business development targets and sales activities in CRM.

Client Relationship Director

• Provide guidance and mentorship to team members, fostering professional growth and operational excellence.
• Serve as escalation point for project challenges, ensuring timely resolution and stakeholder alignment.
• Own the execution of firmwide transformation projects, ensuring alignment with strategic priorities.
• Develop project plans, assign responsibilities, and monitor progress against milestones.
• Ensure projects are delivered on time, within scope, and aligned to firm objectives.
• Build strong relationships with service line leaders, industry leaders, and subject matter experts (SMEs).
• Partner with cross-functional teams to prioritize initiatives and allocate resources effectively.
• Design and deliver communication strategies to encourage adoption of transformation initiatives.
• Oversee development of training materials and ensure effective delivery.
• Define and monitor key performance indicators (KPIs) for transformation projects.
• Partner with firm leadership to evaluate outcomes and recommend adjustments.

Director, Tax Transformation

• Client Service: Develops an understanding of each client’s business/organization operations.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively creates process and procedure documentation and builds their own backup.
• Other Quarterly/Annual Processing: Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant, CAAS – Healthcare Industry

Controller

• Supervise and coordinate projects with forecast team members
• Develop and maintain the integrity of forecasting models
• Proactively analyze increasingly complicated bond transactions and assist staff with same
• Flexibility to work through ever-evolving bond structures based on market demand
• Document review and due diligence work
• Research and summarize authoritative accounting and other professional literature
• Prepare technically correct forecast and projection models
• Develop complex Excel spreadsheets
• Work collaboratively and proactively with external clients, finance professionals, and legal counsels
• Timely responsiveness to requests for information from both internal team members and external colleagues
• Ensure compliance with legal documents
• Research client information using internal and public resources
• Track and meet scheduled deadlines without supervision, and hold staff accountable with the same
• Balance competing schedules, often with multiple conflicts and overlapping deadlines
• Provide recommendations for alternative courses of action
• Process information quickly and accurately
• Anticipate and meet or exceed client expectations
• Perform other special projects, as assigned

Assistant Controller – Forecasting

Insurance

• 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
• Establish KPI dashboards for HE leaders (e.g., net tuition revenue, retention, instructional cost per credit hour, program margin, research/auxiliary performance) and track outcomes
• Ensure project teams deliver defensible methodologies and documentation aligned to HE leading practices and sponsor/federal requirements where applicable
• Drive adoption of best‑practice HE methodologies; codify playbooks and accelerators for repeatable delivery (cost models, revenue analytics, benchmarking)
• Demonstrate deep understanding of HE economics (student lifecycle, aid, auxiliaries, research, clinical/continuing education) and relevant accounting/OMB guidance as applicable
• Own a prioritized pursuit plan; manage multiple HE engagements; mentor and scale a delivery team with consistent quality and client satisfaction
• Stay current on HE regulatory and operating trends (financial aid, cybersecurity, ESG reporting) and technology transformation (cloud, AI, data analytics)
• Develop and execute a segmented business development plan targeting community colleges, private universities, and public institutions
• 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

Assurance Principal – Higher Education

• Working closely leadership to help drive SALT growth both internally and externally, with a focus on income/franchise consulting and compliance projects, while identifying seamless opportunities for CLA.
• Manage SALT income/franchise projects while identifying opportunities for client growth, and risk mitigation in a myriad of projects including, but not limited to, nexus studies; restructuring opportunities; voluntary disclosure agreement proceedings; income/franchise tax compliance; pass through entity tax projects; PL 86-282 studies; and return review for refund opportunities.
• Represent clients in negotiations with taxing authorities in connection with income/franchise tax audits; state tax notices; Amnesty programs; voluntary disclosure agreement programs.
• Identify clients and targets for SALT’s income/franchise tax compliance center and provide review support for income/franchise tax return filings, on an as-needed basis.
• Develop, recruit and grow regional staff (associates and senior associates) and continue to assist with growing and training the SALT team.
• Partner with Industry leaders and NTO to develop thought leadership for income/franchise tax.
• Serve as a resource to CLA’s national Transaction Tax Services team to consult from a SALT perspective on M&A deals.
• Meet with/build relationships with CRLs and industry leads to drive SALT growth and brand SALT internally and externally.
• Contribute to SALT’s growth plans and national growth network initiatives, including recruiting efforts; integrate and team with CLA’s new acquired firms.
• Serve as a leader to ensure all CLA risk management policies and procedures, including engagement set-up; client billing and collections; and document retention policies are followed and that the SALT staff are trained and aware of all policies.

Manager/Director – Income Franchise Tax

Data Analyst

• Service Specialization: Develop service specific knowledge through greater exposure to peers, internal experts, clients, regular self-study, and formal training opportunities.
• Data Analysis: Participate in the collection and analysis of data using a variety of data tools.
• Data Development: Working under the guidance of Data Analytics team leaders to develop custom data models and algorithms to apply to data sets.
• Collaboration: Work individually as well as in collaboration with others.

Senior Data Analyst

IT Support

• Manage and develop relationships with great clients.
• 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.
• Communicate important developments to the engagement principal along with facts, conclusions, and recommendations.

Manager/Director – National Exempt Tax

Director of Product Innovation

Tax/Audit Associate

Senior AI Engineer

Chief Financial Officer – Nonprofit

Senior Accounting, CAAS - Retail Industry

Client Relationship Director

Director, Tax Transformation

Senior Accountant, CAAS – Healthcare Industry

Assistant Controller – Forecasting

Assurance Principal – Higher Education

Manager/Director – Income Franchise Tax

Senior Data Analyst

Audit Manager – Higher Education

Tax/Audit Associate