CLA (CliftonLarsonAllen)

• Assist FTS leaders with the delivery of research and development (R&D) tax credit studies for various industries, including Manufacturing, Technology, and Life Sciences.
• Assist FTS leaders with the delivery of cost segregation and fixed asset studies.
• Willingness to develop a deep understanding of various industries including Manufacturing, Real Estate, Construction, Healthcare and Technology.
• Demonstrate success in a business environment.
• Assist managers, directors, and principals with client consultations, technical interviews, calculation review, site visits, and report development.
• Mentor associates and other team members on their inspired career.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.

Associate – R&D Tax Credits, Cost Segregation

Implementation Specialist

• Setup system and configure according to customer requirements
• Train end users on the Intacct system
• Assist customers with data conversions
• Develop reports and dashboards utilizing the Intacct tools
• Setup and configure third party integration tools
• Participate in multiple engagements simultaneously while ensuring deadlines and quality are met
• Provide technical support to clients as needed

Senior Sage Intacct Implementation Consultant

Controller

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

Assistant Controller – CAAS, Manufacturing and Logistics

Accounting Manager

• 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.)
• 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 Accounting – Nonprofit

• 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.

Associate – R&D Tax Credits, Cost Segregation

Senior Sage Intacct Implementation Consultant

Assistant Controller – CAAS, Manufacturing and Logistics

Senior Accounting – Nonprofit

Tax and Audit Associate