Assurance Principal - Nonprofit

CLA (CliftonLarsonAllen)San Jose, CA
Hybrid

About The Position

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is proud to have one of the largest Nonprofit practices in the country, supported by decades of experience serving a broad range of nonprofit organizations. As part of our continued strategic growth, CLA is seeking a Principal to join our Bay Area Nonprofit Assurance team. This role is designed for a motivated leader who is excited to help build and grow our presence in the market while contributing to 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.

Benefits

  • Flexible PTO
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • health, dental, vision, 401k

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What This Job Offers

Job Type

Full-time

Career Level

Principal

Number of Employees

501-1,000 employees

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