Position Summary The Associate (industry professional) provides audit, tax, consulting, or other services to clients, with a primary focus on developing expertise within a specific industry. As an industry professional, s/he may initially focus efforts in one or more industries, and is working towards becoming an advisor to clients within a specific industry. S/he assists in all stages of an engagement or project; most commonly review engagements, procedures engagements, or basic tax issues, providing support and leverage to Seniors and others. S/he begins to understand the full suite of services the firm can offer, particularly how each can be delivered to meet the needs of clients in a particular industry.
Work Activities & Accountabilities
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Industry Service: Gains experience, exposure, and knowledge in one or more industries. Expands industry knowledge through greater exposure to peers, internal experts, clients, regular self-study, and formal training opportunities. Begins to target a specifically defined industry to develop deeper knowledge and expertise within. Provides a variety of services to clients within the industry.
Assurance: performs the detail work of audits, reviews, some compilations, and other assurance services for clients. S/he collects and analyzes data to detect deficient controls, duplicated effort, fraud, or non-compliance with laws, regulations, and management policies. S/he helps build detailed reports on audit findings. Supports multiple client engagements on time and within budget, identifying issues, recommending solutions and communicating progress and audit results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. S/he starts to direct small audits in time.
Tax: Prepares and reviews tax returns with the tax team. Handles routine client tax questions and works with clients to collect necessary information for tax return completion and compliance. Completes tax related research and special projects as needed.
Other Services: May provide other services to clients within the industry. Details on those services and requirements can be found in the appropriate description.
Technical Competencies. General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data. Understand internal software systems including Pfx Fixed Assets, GoFileRoom, Pfx Engagement, Pfx Tax, etc. Proficiency with Microsoft (MS) Windows and MS Office products is necessary
Organizational Interfaces The Associate works with a variety of staff including Seniors, Managers, Directors, and Principals on assigned projects. S/he reports directly to a Manager, Director, or Principal and may receive work direction from a Senior on smaller engagements or projects. S/he interacts with a variety of industry and service professionals across the firm to deliver seamless service capabilities to clients in the industry. S/he is aligned with a career coach (who may or may not be the same as the direct supervisor) to help with career planning, be an advocate for the experiences needed to reach goals, navigate the firm's resources, and share insights, expertise, and guidance to develop his/her full potential.
Key Behavioral Competencies The Associate must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
Leading with Impact: Gains the confidence of others by demonstrating success over time.
Entrepreneurial Grit: Has the courage to bring forward a new idea, with the firm's interest at heart.
Ownership Mindset: Takes personal responsibility for work product, as if own name was on the front door.
Client Service Excellence: Has a service mindset and is responsive to client needs.
People Development: Makes personal development a priority, seeking feedback and opportunities to grow.
Clear Communication: Communication is clear, concise, and considerate of the needs of others.
Teamwork & Collaboration: Works cooperatively with others and values the different contributions people make.
Growing the Business: Is aware of the importance of growing the business and understands the core services we provide.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. 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.