Assurance Principal - Retail
Dallas, TX  / Austin, TX  / Houston, TX  / Fort Worth, TX  / San Antonio, TX ...View All
View Less
Share
Posted 21 days ago
Job Description

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.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA is currently seeking a Principal to join one of our Texas offices in ourAssurance Retail practice.

How you'll create opportunities in this Assurance Principal 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.

What you will need:

  • 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 certification is required.

#LI-CD1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

Click here to learn about your hiring rights.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.


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.

EOE/AA Employer/Vets/Disability

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
8+ years
Email this Job to Yourself or a Friend
Indicates required fields