CLA (CliftonLarsonAllen)
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Consulting
Lead and support Workday ERP configuration, integrations, and reporting. Deliver end-to-end requests, design technical solutions, lead validation and release activities, provide escalated application support, manage intake and assignment of integration requests, and drive training and process optimization.
Consulting
Serve as controller for nonprofit clients, advising on accounting and finance best practices, managing multiple client engagements and deadlines, preparing and analyzing financial statements, and recommending improvements. Maintain knowledge of organizational policies, regulations, and accounting standards while advising management on financial objectives and policies. The role also involves client relationship development, project management, industry participation, and supporting workforce and risk-management needs.
Consulting
The Audit Director performs quality control reviews of assurance engagements, provides technical guidance on FASB and GAAS, researches complex accounting matters, analyzes findings, develops process improvements, maintains assurance methodologies, supports new-standard implementation, and creates thought leadership. The role collaborates with engagement teams, clients, and firm leadership, requiring public accounting experience, CPA credentials, supervisory experience, and strong analytical and communication skills.
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Consulting
Performs quality control reviews of assurance engagements for state and local governments and higher education institutions. Provides technical guidance on GASB, Government Auditing Standards, Uniform Guidance, and GAAP; researches professional standards; analyzes findings and develops process improvements; maintains assurance methodologies and practice aids; and creates thought leadership for internal and external audiences.
Consulting
Leads and grows the National Tax Controversy team, representing clients in IRS examinations and appeals, resolving tax account and collection matters, and preparing penalty relief requests. Supports client-facing professionals, develops controversy policies and resources, creates tax communications, delivers webcasts, and collaborates on firm-wide tax quality initiatives.
Consulting
Manages high-net-worth client relationships and delivers comprehensive, planning-led wealth advisory services. Gathers client data, oversees financial planning, develops and presents recommendations, and integrates tax, investment, insurance, estate, and retirement strategies. Builds referral relationships, manages a client book, leads client strategy, and delegates planning work to provide a high-touch experience.
Consulting
Leads international tax advisory services for clients, managing relationships, engagements, technical quality, compliance, and methodology. Advises businesses on international expansion, cross-border transactions, international structures, foreign tax credits, mergers and acquisitions, earnings repatriation, treaty analysis, and export sales incentives. Maintains expertise in U.S. and foreign tax laws while developing client relationships and promoting broader firm services.
Consulting
Support, configure, and enhance Workday ERP: build integrations (EIB/Studio), manage security and business processes, produce documentation, provide level-three support, and participate in projects and optimizations.
Consulting
Manages client accounting services for higher education organizations, including accounts payable and receivable, payroll transactions, reconciliations, financial statements, tax forms, audit workpapers, and month-end processing. Oversees Associates and Analysts, ensures workflow quality, documents procedures, and supports internal audit, due diligence, system selection, and other consulting projects.
Consulting
Manage tax engagements for individual and corporate clients, including succession, tax planning, wealth transfer, and estate planning. Lead, schedule, supervise, and review engagements; prepare and review complex tax returns; consult with clients; and develop team members through training and mentorship.
Consulting
Prepare, supervise, and review individual, corporate, and partnership tax engagements. Provide clients with customized tax advisory services, research complex tax issues, manage engagements, and support operational excellence. Develop and train team members while expanding technical knowledge through client interaction, self-study, and training.
Consulting
Manage assistant controller functions for higher education clients, advise on accounting and finance best practices, oversee multiple client engagements and deadlines, prepare and analyze financial statements, and recommend improvements. Maintain knowledge of organizational policies, government directives, and current accounting standards while supporting client relationships and professional development.
Consulting
Plans, leads, and executes assurance engagements for state and local government clients. Audits complex transactions, prepares financial statements and reports, researches accounting and auditing developments, manages client relationships, and delegates and trains team members while collaborating with firm leadership.
Consulting
Leads transaction tax engagements for private equity investors, family offices, and strategic buyers, including tax due diligence, structuring, modeling, and special projects related to acquisitions and dispositions. Builds client relationships, develops new business, mentors team members, collaborates with specialty tax groups, reviews financial and legal records, prepares due diligence reports, and manages engagement budgets, timelines, and progress.
Consulting
Advise clients on federal tax accounting methods, including income and expense recognition, inventory, capitalization, cost recovery, and accounting periods. Research complex tax issues, prepare calculations, analyses, Form 3115 filings, technical memoranda, IRS responses, and ruling requests. Manage multiple client projects, collaborate with firm leaders, and mentor staff while delivering accurate, timely solutions.
Consulting
Provides tax accounting methods consulting on income and expense recognition, inventory, capitalization, cost recovery, accounting periods, and accounting method changes. Conducts tax research, analyzes client data, prepares calculations and Form 3115 filings, and supports multiple client projects. Collaborates with firm leaders and business personnel while mentoring staff and contributing to client-focused tax strategies.
Consulting
Lead national tax provision engagements, manage teams, drive ASC 740/IAS 12 technical work, coordinate with specialists, manage client relationships, support business development, and ensure operational excellence across engagements.
Consulting
Lead transaction tax engagements including tax due diligence, structuring, modeling, and report writing for acquisitions and dispositions. Manage client relationships, mentor team members, coordinate with specialty tax groups, and oversee engagement budgets, timelines, and deliverables.
Consulting
Plan, lead, and execute nonprofit assurance engagements. Perform audit procedures, prepare financial statements and disclosures, assess internal controls, delegate and train team members, collaborate with managers, and develop and maintain client relationships.
Consulting
Serve as a hands-on interim or project-based accounting leader for large clients (Interim Controller, Financial Reporting Manager, Internal Audit Manager). Design and improve accounting processes, execute engagements, manage client relationships, and optionally travel. Choose engagements and maintain work-life balance while accessing hourly employee benefits.
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