Jobs at CLA (CliftonLarsonAllen)

Manage a book of high-net-worth client relationships delivering Total Wealth Advisory: financial planning, tax-integrated advice, investments, insurance, estate and retirement planning. Lead client strategy, oversee and delegate planning work, grow AUM through organic referrals, and maintain proficiency with firm systems and Microsoft Office/Adobe tools.

Serve as a hands-on interim or project-based accounting leader (e.g., Interim Controller, Financial Reporting Manager). Design and improve accounting processes, lead system implementations, manage client engagements, and provide senior-level accounting, finance, tax, and audit expertise for larger clients.

Lead and review tax engagements; consult clients on succession and tax planning; review complex individual and corporate returns; supervise and develop staff; perform tax procedures and represent the firm at industry events and trainings.

Drive business growth for the CAAS practice by expanding and managing client relationships, developing new prospects, implementing sales strategies, preparing presentations, attending networking events, closing opportunities, project-managing engagements, and maintaining CRM and business development targets.

Lead transfer pricing engagements for small to mid-sized domestic and international clients: design and implement TP policies, perform benchmarking and economic analyses, manage APAs/MAPs and audits, oversee documentation (master/local/CbC), mentor staff, and support cross-border tax planning and compliance.

Provide outsourced assistant controller services for family office/business management clients: supervise accounting teams, prepare and analyze financial statements, advise on accounting best practices, manage multiple client engagements, and implement financial and operational controls while maintaining client relationships.

Lead and oversee tax compliance and advisory for a client book, review and sign engagement letters and tax returns, mentor and manage tax staff, maintain up-to-date tax law knowledge, and develop new business and client relationships while assuming full responsibility for client services.

Serve as a controller within CLA's Client Accounting & Advisory Services, managing client accounting teams, producing timely financial statements and forecasts, implementing internal controls and financial best practices, monitoring KPIs, advising leadership on financial strategy, and coordinating with boards, bankers, and investors. Work is client-site based with supervisory responsibilities and frequent travel to client locations.

Support delivery of R&D tax credit studies across industries by assisting with client consultations, technical interviews, calculation review, site visits, and report development. Mentor junior staff, build client relationships, and develop industry expertise in Manufacturing, Agriculture, Construction, Healthcare, and Technology.

Prepare, supervise, and review individual, C-corp, S-corp, and partnership tax engagements. Provide tax advisory, research complex issues, manage engagements, mentor team members, and pursue technical growth through client interaction and training.

Serve as a technical quality control reviewer for state and local government and higher education audits, advising engagement teams on GASB, Government Auditing Standards, Uniform Guidance, and GAAP; perform root-cause analysis, develop process improvements, maintain assurance methodology and practice aids, and create thought leadership and training materials.