Assurance Principal - Technology

CliftonLarsonAllen•San Jose, CA

8d•$165,000 - $350,000

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 8,500 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 currently seeking an Assurance Principal or Signing Director to join our San Jose, CA office in our Technology practice. The role contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. How you’ll create opportunities in this role: Manage and develop relationships with great clients. 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 prepared by staff. Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly. Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings. Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations. Assist clients in obtaining necessary funding to continue to positively impact their community. Assist clients with meeting their audit and financial planning objectives by using a range of tools. Be creative with staff development, mentoring, and overseeing client engagement teams. Lead the engagement progress by monitoring time budgets and deadlines for adherence.

Requirements

You have a Bachelor's Degree in Accounting, Finance, or a related field.
You have a minimum of 8+ years of public accounting experience with emphasis in financial statement preparation and audits.
CPA license is required.

Responsibilities

Manage and develop relationships with great clients.
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 prepared by staff.
Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings.
Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations.
Assist clients in obtaining necessary funding to continue to positively impact their community.
Assist clients with meeting their audit and financial planning objectives by using a range of tools.
Be creative with staff development, mentoring, and overseeing client engagement teams.
Lead the engagement progress by monitoring time budgets and deadlines for adherence.