CliftonLarsonAllen (CLA) is looking for highly motivated Audit and Tax Seniors to join our teams in Quincy, New Bedford,and Lexington, MA.
You will perform significant audit and review engagements for our audit and tax clients, build relationships, and assure continued close personal attention to their needs. If you are looking for an opportunity to serve the needs of privately held business and the individuals who own them with a Top 10 Firm than we’d like to talk to you!
In the Senior positions you will:
Delegate or assume in-charge responsibility; project and plan the timing of the workload to promote the most efficient operation of the staff.
Share the decision-making process for assigned engagements/clients; keep the engagement principal fully informed of major decisions, engagement progress, the client’s situation, and potential concerns.
Help develop a responsible and trained team through assistance in recruiting, planning assignments, and resolving problems.
Assist with preparation of the engagement letter for approval by the engagement principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement.
Prepare and in some cases evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the engagement principal for approval.
Follow the engagement progress through monitoring time budgets and deadlines for adherence; communicate important developments to the engagement principal along with facts, conclusions and recommendations; provide ongoing attention to client management; and prepare final client meetings.
Bachelor’s or Master’s degree in Accounting or related field
3+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations
Current CPA licensure required
Ability to travel to client sites that may also require overnight travel
Advanced technical knowledge of audit, accounting, and tax concepts
Demonstrated ability to manage client relationships
Strong communication and analytical skills
Ability to show strong leadership and mentoring capabilities
Dynamic interpersonal manner with the capacity to develop and train staff through supervised practice
Excellent client service orientation with an ability to expand services and develop new business
Bachelor’s or Master’s Degree in Accounting or related field
3+ years’ experience in trust, estate, gift and individual tax planning and compliance desired
Current CPA or eligibility to sit for the CPA exam
Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
Analytical, creative approach to effectively manage engagements and guide the decision-making process
Excellent client service with an ability to expand services with existing clients
Additional Salary Information: Competitive Compensation and Benefits Plans
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 U.S. locations, and a g...lobal affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.