CLA (CliftonLarsonAllen)

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
• 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 and tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Tax Principal – Real Estate

Accountant

• Develop an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Complete complex account reconciliations (investments, debt, industry specific, etc.)
• Prepare, understand, and review financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively create process and procedure documentation and build their own backup.
• Complete 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.
• May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – Nonprofit Industry

Analyst

• Support in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Prepares account reconciliations of moderate to entry level work (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Prepares, understands, and reviews financial statements (basic to moderate.)
• Support the preparation of general ledger, cash flow, allocations, etc.
• Aids in the preparation of sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.

CAAS Analyst – Nonprofit Industry

• 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 and Audit Associate

• Oversees development of process documentation, standardization, and training of transformation processes across the firm.
• Delivers training to practitioners and champions as needed.
• Develops communication and implementation plans that encourage adoption of initiatives and foster change management.
• Oversees and leads project management teams, assigning tasks to team members as needed.
• Leads annual transformation projects.
• Identifies and consults with subject matter experts (SMEs) for project initiatives.
• Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership.
• Leads measurement of key performance metrics (KPI’s), reporting, and analysis.
• Coordinates with other areas of the firm to monitor success metrics as needed.
• Provides training to junior members of the Transformation team and acts as point of escalation for complex transformation questions.

Director, Tax Transformation

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with the size and complexity of the engagement.
• Review complex individual and corporate tax returns.

Tax Manager – Director

Controller

• Assist the accounting team to record complex transactions.
• Review complex account reconciliations prepared by the accounting team.
• Complete the monthly, quarterly, and annual adjusting and closing process.
• Adhere to the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Provide detailed review of the general ledger, financial statements and required work papers.
• Prepare work papers for the independent auditors, if applicable
• Analyze and interpret financial information and regularly present to the client’s leadership.
• Develop budgets, analyze variances, and implement corrective actions as needed.
• Review payroll and payroll tax compliance.

Controller – Construction Industry

• Records and analyzes client’s financial information.
• Analyzes and interprets financial information that client leaders need to make sound business decisions.
• Prepares financial reports for other groups (creditors, regulatory agencies, and tax authorities, and more).
• Reviews and monitors costs inherent in the business.
• Schedules expenditures, analyzes variances, and may identify corrective actions when necessary.
• Ability to independently prepare financial statements.
• Meets financial objectives by forecasting requirements, prepares budgets, schedules expenditures, analyzes variances, and initiates corrective actions when necessary.

Assistant Controller – Fund Administration

Tax / Audit Associate

Tax and Audit Intern

• 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
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members

• 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
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members

Architect

• Lead the design and implementation of identity solutions including hybrid identity with on-premise Active Directory.
• Architect secure authentication and authorization processes.
• Oversee design and implementation of Conditional Access, MFA, and Identity Protection policies.
• Integrate third-party and internal applications for Single Sign-On (SSO).
• Configure and manage directory synchronization and password hash synchronization.
• Lead CIAM (Customer Identity and Access Management) implementations.
• Deploy and manage privileged access accounts.
• Implement Identity Governance policies including access reviews, entitlement management, and lifecycle workflows.
• Lead migration projects from legacy IAM systems.
• Support application onboarding and modernization efforts.
• Provide technical mentorship and leadership to junior team members.

Lead Identity Access Management Architect

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.
• Proactively creates process and procedure documentation and builds their own backup.
• Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms.

Tax Principal – Real Estate

Senior Accountant – Nonprofit Industry

CAAS Analyst – Nonprofit Industry

Tax and Audit Associate

Director, Tax Transformation

Tax Manager – Director

Controller – Construction Industry

Assistant Controller – Fund Administration

Tax / Audit Associate

Tax and Audit Intern

Tax and Audit Intern

Tax and Audit Intern

Tax and Audit Intern

Lead Identity Access Management Architect

Senior Accounting, CAAS – Healthcare Industry