CLA (CliftonLarsonAllen)

• 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

Accounting Manager

• Accounts payable / cash disbursements processing, accounts receivable / cash receipts processing, and payroll processing or coordination
• Supports multiple clients’ accounting functions
• Completes non-complex account reconciliations to be reviewed by Consulting and Outsourcing Senior, Assistant Controller, Controller, or CFO
• Works as a team member in meeting the needs of the office staff, principals and clients
• With guidance, provides excellent client service to help clients reach their goals.

Client Accounting and Advisory Services – Intern

• Serve clients in a high impact manner, demonstrating command of gift and estate matters
• Demonstrate deep technical skills.
• Excel at engagement management and operational excellence.
• Support our national team with complex gift and estate reviews, consultation and planning
• Lead engagement teams and provide technical instruction.
• Manage client relationships and engagement metrics.
• Experience mentoring and developing associates/seniors from a technical and career perspective preferred.

Technical Director – Gift, Estate and Trust Tax

Data Engineer

• Define, design, develop, implement, and maintain the data assets and infrastructure used across the enterprise.
• Lead the progress of data standards, integration and quality initiatives, storage, integration, and performance of data stores both for application and analytics purposes.
• Direct research and development in support of business cases, proposed projects, and system requirements over the course of the software development lifecycle.
• Apply proven analytical and problem-solving skills to help CLA take advantage of its data assessment to maximize CLA’s analysis and insight capabilities.
• Collaborate with business teams to create roadmaps of strategic initiatives and data related requirements.
• Lead the development, establishment, and enforcement of data quality and security standards across the firm.
• Drive implementation and support of Master Data Management solution.
• Direct the analysis of documentation and technical specifications for any new application under deployment or consideration to determine its intended functionality and impact on existing data structures.
• Visionary identifying and promoting opportunities across the enterprise for enhanced data usage.
• Assist with process capture and model using flowcharting tools.
• Create data models and database designs working with the application development teams.
• Ensure that ETL and dashboard software development, software release and quality measures comply with regulatory standards, industry standards, and accepted best practices.
• Create methodologies and processes for the collection and analysis of data for ensuring software, systems, and product quality.
• Determine the selection and appropriate usage of data aggregation, transformation and analysis tools.
• Oversee both dashboard and integration performance and data quality.
• Work closely with Risk and Information Governance team understanding how teams are accessing and utilizing data to provide insights to their internal and external audience.
• Manage all members of the Data Engineering team and ensure that aggressive deadlines are met.

Data Engineering Manager

• 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.
• Actively develop new business and expand services to existing clients.
• 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.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Tax Principal – Signing Director

Data Analyst

• Construct complex solutions that integrate data wrangling, visualization, and advanced modeling techniques into a seamless workflow using software development best practices in Python, R, or other scripting languages.
• Develop and optimize scalable data pipelines and machine learning models.
• Automate business workflows and answer business questions to improve CLA by integrating ML or AI algorithms into decision-making processes.
• Collaborate with internal teams to collect, analyze, and automate data processing.
• Leverage AI models, including LLMs, for developing intelligent solutions.
• Document analytical processes clearly and maintain accurate records of analysis and results.

Data Analyst, Associate

Financial Planning and Analysis

• Work with clients and FS staff to fulfill engagement/relationship objectives, complete work within budgets, and coordinate resources to meet objectives.
• Develop an understanding of the client's business activities, processes, and associated risks.
• Coordinate timely completion of fieldwork with lead director and oversee work of assigned staff members.
• Prepare compliance reports.
• Work with Managers, Directors, and clients to address compliance issues.
• Keep up to date with the latest industry developments on regulatory compliance through ongoing formal and self-education.
• Provide ongoing technical assistance support to clients.
• Assist in the completion of other engagements/special projects or duties as assigned.
• Mentorship and training of staff.

Senior Associate, Regulatory Compliance – Financial Services

Systems Engineer

• Serve as the escalation point for the Service Desk on outages, issues, questions, and requests related to supported applications.
• Monitor and manage application platforms to ensure full functionality and availability for business operations.
• Collect, evaluate, and coordinate enhancement requests across business units.
• Implement application configuration changes as part of scheduled releases.
• Act as the point person for coordinating patching, releases, and development efforts with vendors and IT teams.
• Test critical business functions and provide final approval for successful implementations.
• Serve as the primary contact with application vendors, maintaining awareness of current contracts, licensing details, and planned release functionality.
• Represent supported applications in change control meetings.
• Assist in estimating effort for enhancements and system changes.
• Create release notes to communicate fixes and new capabilities to business users.
• Collaborate with IT Trainers to produce user documentation and self-help resources.
• Review business requirement qualification documentation from Business Analysts to ensure alignment with platform direction.
• Moderate prioritization meetings across multiple service lines to determine targeted enhancements for upcoming releases.
• Understand and evaluate relationships, dependencies, and impacts across neighboring business functions.

Applications Systems Analyst

• 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/Signing Director

• Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
• Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.
• Serve as the main point of contact to the Managing Principal Office related to service level questions.
• Engage with the local CAAS team supporting CLA’s Better Together culture.
• Partner with Industry Team Leaders to drive impeccable client service.
• 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.

Office Leader, CFO – Private Industries

Manager

• Acts as a strategic thinker and problem solver for the business software team to clearly articulate complex topics.
• Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team.
• Oversees technical aspects of development and implementation of business software solutions for clients.
• Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions.
• Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects.
• Proactively seeks opportunities to build relationships through marketing or other networking efforts.
• Leverages existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.
• Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities.
• Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Project Lead – Sage Intacct, Consulting Manager

Controller

• Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information.
• Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
• Monitor ratio and key performance indicators (KPI).
• Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing actions.
• Advise management on short-term and long-term financial objectives, policies, and actions.
• Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.

CAAS Controller – Construction

• Prepare and review tax returns with the tax team.
• Handle routine client tax questions and work with clients to collect necessary information for tax return completion and compliance.
• Complete tax-related research and special projects as needed.
• Have the ability to prepare tax returns.
• Develop and train team interns to help them build inspired careers.
• Work with many great clients to help them resolve complex issues and get results.

Tax Associate

• Lead system/module implementations to meet client needs.
• Working closely with clients to understand functional requirements
• Provide insight and guidance on process and control improvements to refine specifications and enhance success
• Draft design to address requirements
• Develop and oversee execution of robust test plans (unit and user acceptance)
• Provide documentation and training to facilitate user acceptance and change management
• Manage complex analysis projects
• Act as a consultant and advisor to your clients to solve problems, enhance efficiency, and reduce risk.
• Provide project management by managing multiple clients, work, and deadlines.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, advances in the ERP and digital space, and current accounting standards.