Assurance Principal - Nonprofit

CLA (CliftonLarsonAllen)•San Jose, CA

4d•$165,000 - $400,000•Hybrid

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, employees, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. The firm emphasizes a culture that values diverse perspectives and is committed to knowing and helping its clients, communities, and employees. CLA has a significant presence in the nonprofit sector, with one of the largest nonprofit practices in the country. This Principal role is part of CLA's continued strategic growth within its Bay Area Nonprofit Assurance team. The position is designed for a motivated leader who will contribute to building and growing the market presence while being part of an established, high-performing nonprofit team.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
8+ years of public accounting experience, including financial statement audits and related reporting.
Active CPA license required.
Ability to travel to client sites as needed.

Responsibilities

Build and expand trusted-advisor relationships with nonprofit executives and boards.
Drive business development by growing a book of business, expanding client relationships, and actively engaging in the nonprofit community.
Lead and oversee nonprofit assurance engagements, ensuring quality, compliance, and timely delivery.
Manage engagement scope, fees, budgets, and deadlines while maintaining strong client communication.
Serve as the primary client relationship owner and trusted advisor.
Review financial statements and workpapers to ensure accuracy and adherence to professional standards.
Provide overall engagement leadership, including staffing, risk management, and quality control.
Mentor and develop high-performing teams; provide coaching and performance feedback.