CLA (CliftonLarsonAllen)

• 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 based on engagement size and complexity
• Review complex individual and corporate tax returns

Tax Manager/Director

Accounting Manager

• Support management of multiple nonprofit clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Prepare account reconciliations, including prepaids, accounts receivable, fixed assets, accounts payable, and accruals
• Prepare, understand, and review basic to moderate financial statements
• Support preparation of general ledger, cash flow, allocations, and related accounting work
• Build process backup as directed by leadership
• Assist with preparation of sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items

Accounting Analyst, Nonprofit Industry

Consultant

• Provide control analysis for clients by reviewing and analyzing IT process and control documentation
• Conduct sample testing and information security risk assessments
• Provide outsourced information security advisory services
• Participate in BCP/DR/IR Table-Top exercises
• Support client services including GCR, FAS, risk assessments, controls-based assessments, and OISA or equivalent consulting services
• Assist in developing and implementing internal control policies and procedures
• Provide direction, train, and delegate work to interns as needed
• Write and deliver timely client reports
• Conduct client interviews to understand processes and controls and present observations
• Assist Seniors, Managers, and Directors with client relationships, practice management, and business development activities

Controls Consultant Associate

• 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, prepaid, accounts receivable, fixed asset, 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 – Healthcare Industry

Solutions Engineer

• Shape the firm’s technology landscape by partnering with key stakeholders to design solution architectures for analytical solutions
• Create a holistic view of AI solutions architecture aligned with business objectives
• Provide strategic technical leadership and drive architecture standards
• Ensure solutions are scalable, secure, and future-ready
• Define and maintain enterprise AI architecture standards, reference architectures, governance frameworks, and best practices
• Partner with business and technology leaders to design and deliver AI-enabled capabilities
• Establish and enforce AI governance, security, privacy, compliance, and responsible AI standards
• Develop AI technology roadmaps and evaluate emerging AI tools, platforms, models, and industry trends
• Lead architecture reviews and align AI initiatives with enterprise architecture, security, and governance requirements
• Design, implement, and oversee enterprise AI solutions using LLMs, RAG, AI Agents, vector databases, and modern AI frameworks
• Translate business requirements into scalable, secure, and cost-effective AI architectures and technical solutions
• Optimize AI systems for token efficiency, context management, retrieval relevance, response quality, performance, and cost
• Establish LLMOps practices for deployment, evaluation, monitoring, observability, testing, and lifecycle management
• Define and implement AI evaluation frameworks measuring accuracy, relevance, grounding, latency, and business outcomes
• Provide technical leadership and mentorship on AI architecture, prompt engineering, agentic systems, AI security, and operational best practices

Senior Solution Architect

• Lead strategic direction meetings with IT and Firm leadership
• Serve as the Business Relationship Manager for Firm Services
• Design technical solutions for business problems and assist Project Managers with scopes of work
• Forecast and roadmap technologies with technical teams
• Develop strategic plans and establish and enforce technology standards
• Assess requirements and translate them into system guidelines and high-level technical requirements
• Create documentation for architectural initiatives
• Provide peer review of technology initiatives
• Guide and counsel technical teams during implementation
• Review implementation outcomes for design compliance
• Create architecture drawings
• Provide level 4 support
• Manage technical projects spanning all IT teams
• Provide day-to-day leadership, coaching, development, and performance management

Lead Solution Architect

• Work with clients and the sales tax team to resolve identified data issues
• Receive training on Avalara software
• Use Avalara to prepare and review sales tax returns
• Work with clients from multiple industries, including Manufacturing, Distribution, Retail, and Healthcare
• Complete tax-related research and special projects as needed
• Review and resolve sales tax returns
• Identify Nexus issues and discrepancies where filing a return may be required
• Develop and train team associates and interns
• Help clients resolve complex issues and achieve results

Senior Sales Tax Outsourcing

• Review fixed asset detail documents submitted by clients for property tax renditions
• Work with clients and the property tax team to resolve identified data issues
• Receive training on Avalara software
• Use Avalara to prepare and review property tax renditions
• Work with clients from Manufacturing, Distribution, Retail, Healthcare, and other industries
• Complete tax-related research and special projects
• Review and resolve property tax notices received from Assessors
• Identify discrepancies where filing an appeal may be required
• Develop and train team associates and interns
• Help clients resolve complex property tax issues and achieve results

Senior Property Tax

• Research and advise on multistate sales and use tax issues, including nexus, taxability, and exemptions
• Lead and support compliance engagements, including return preparation, voluntary disclosure agreements, and audit defense across multiple jurisdictions
• Identify tax savings opportunities and communicate actionable insights to clients
• Manage engagements from scoping through delivery, including timelines, budgets, and client relationships
• Partner across CLA service lines to deliver integrated solutions
• Leverage technology and automation to improve efficiency, accuracy, and client experience
• Develop expertise through SALT training, client work, and exposure to complex multistate issues
• Mentor associates and interns and help build a collaborative SALT team

Senior Sales Tax Consultant

• Serve tax-exempt clients in the Healthcare, Higher Ed, and Nonprofit industries
• Demonstrate command of a major area of specialization and deep technical skills
• Manage engagements and deliver operational excellence
• Assist clients with tax and day-to-day compliance needs
• Research and draft technical tax memoranda on various tax issues
• Review and sign exempt organization returns
• Serve as a subject matter expert when appropriate
• Develop and mentor staff
• Oversee client engagement teams
• Build a strategic tax-exempt practice

Principal Director – National Exempt Tax

Controller

• Act as the Controller for designated clients
• Serve as a consultant and advisor on accounting and finance-related best practices
• Manage multiple clients, projects, workstreams, and deadlines
• Prepare and analyze client financial statements
• Make recommendations based on financial statement analysis
• Foster and build business opportunities
• Attend industry-leading events and trainings
• Maintain knowledge of client organizational policies and procedures, federal and state policies and directives, and current accounting standards
• Advise management on short-term and long-term financial objectives, policies, and actions

Controller – Construction

• Serve as a high-level interim or project-based accounting resource for clients in various industries
• Support client accounting, finance, tax, and audit roles such as Interim Controller, Financial Reporting Manager, and Internal Audit Manager
• Design and improve accounting processes, including monthly close, management and financial reporting, forecasting, consolidations, and system implementations
• Take an active, hands-on approach in executing client engagements
• Travel for client engagements as needed
• Select and manage engagements on an interim and project basis

Accounting Consultant – Engagement Director

• Develop an understanding of each client’s business or organization 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 for investments, debt, and industry-specific accounts
• Prepare, understand, and review financial statements from basic to complex
• Review general ledger, cash flow, and allocations
• Create process and procedure documentation and build backup
• 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 Associates’ and Analysts’ work
• Supervise Associates and Analysts and ensure efficiency and quality
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accounting Associate – Nonprofit Industry

• Maintain fund accounting records and general ledger activity for investment funds
• Prepare bank, cash, and balance sheet reconciliations
• Assist with monthly, quarterly, and annual financial statement preparation
• Process accounts payable, cash disbursements, cash receipts, and other fund transactions
• Support capital call and distribution activities, including investor communications
• Prepare investor capital account statements and reporting packages
• Assist with management fee calculations and expense allocations
• Help coordinate audit support requests and prepare workpapers
• Research and resolve accounting issues while ensuring compliance with applicable accounting standards
• Build and maintain relationships with clients, investors, and internal team members
• Continuously develop knowledge of investment fund structures, accounting principles, and industry technology platforms

Fund Accounting Associate – Fund Administration

• Perform Assistant Controller functions as part of clients’ accounting services teams and manage these functions for clients
• Act as a consultant and advisor on accounting and finance-related best practices
• Manage multiple clients, projects, workstreams, and deadlines
• Prepare and analyze client financial statements and make recommendations
• Foster and build opportunities for clients, communities, and people
• Attend industry-leading events and training
• Maintain knowledge of client organizational policies and procedures, federal and state policies and directives, and current accounting standards