CliftonLarsonAllen jobs in Charlotte, NC - 87 jobs
Client Relationship Director
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Charlotte, NC
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.
About the role:
CLA is looking to hire a Client Relationship Director for our growing CAAS practice in North Carolina. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.
As a Client Relationship Director, you will:
Maintain and expand existing client relationships.
Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others)
Project manage ongoing engagements to meet client needs.
Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
Maintain business development targets and sales activities in CRM.
Represent CLA at networking events and in public forums.
Maintain business development targets and sales activities in CRM.
What you will need:
A minimum of 8 years of work experience. Big Four Audit Manager or other public accounting as well as industry experience is preferred.
A bachelor's degree in accounting, finance, business, or related field required.
CPA certification is preferred but not required.
A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.
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
#LI-EG2, #LI-Hybrid
Equal Opportunity Employer/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.
$76k-95k yearly est. Auto-Apply 60d+ ago
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Office Operations Senior
Cliftonlarsonallen 4.4
Cliftonlarsonallen job in Charlotte, NC
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 Office Service Senior in our Charlotte, NC office. This pivotal role is responsible for overseeing and managing Office Service Coordinators performing various administrative tasks and services for multiple office locations. This may include overseeing answering the phone, greeting clients, mail and package handling, coordinating office supplies and equipment, maintaining professional environment of facilities, office maintenance and repairs, and providing general administrative support.
How you'll
create opportunities
in this Office Service Senior role:
• Provide day to day direction to Office Service Coordinators that provide general administrative support, including answering phones, managing correspondence, maintaining office supplies and marketing materials at multiple CLA offices.
• Responsible for ensuring the quality and accuracy of the coordinators' work.
• Assist with budget preparation and expense tracking for office-related expenditures.
• Review documentation and approve employee expense reports along with vendor invoices.
• Supports CLA's workplace standards by coordinating and executing daily operations that ensure office environments are clean, organized, and client ready.
• Support the planning and execution of office events for various locations.
• Will direct the work of family members assigned to Office Service duties.
• Provide office support to various departments with administrative tasks and projects as needed.
• Foster a positive and collaborative work environment.
• May require travel between office locations during working hours.
What you will need:
• 3 years of relevant experience is required.
• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Excellent customer service and problem-solving skills
• Proficiency with Microsoft Office products (Word, Excel, Outlook, etc)
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
#LI-SK1
Equal Opportunity Employer/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.
Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do.
We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm.
If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Charlotte office, as a Senior Technician: Technical Support.
The Senior Technician: Technical Support provides office-based technology setup and support, troubleshooting custom applications, systems, and hardware issues. They serve as a project resource and collaborate with peers, to deliver seamless, innovative technology services aligned with the Firm's strategic goals. This role also champions the adoption of new technologies-including AI-by optimizing workflows and supporting change management initiatives.
Responsibilities
Essential Functions
Forward-Thinking Responsibilities:
Proactively collaborate with internal and external clients to understand evolving technology needs and deliver tailored solutions
Lead initiatives to streamline and optimize business workflows through the adoption of new technologies, including automation and AI-driven tools
Develop and maintain a strong working relationship with AI tools (e.g., Copilot, ChatGPT) to enhance business processes
Provide guidance and support to lawyers and business professionals adopting new systems and workflows, ensuring smooth transitions and high user engagement
Stay ahead of emerging technology trends, recommending and piloting innovative solutions that drive competitive advantage
Responsibilities:
Provide full life cycle management of all escalated incidents, requests and problems including troubleshooting research, investigation, isolation, and resolution
Update and manage all escalated tickets in accordance with local, regional, and global standards and processes using ServiceNow cloud platform
Collaborate with the team to manage all local hardware assets and assist with hardware upgrades and tracking using ServiceNow cloud platform
Repair and maintain all Firm-supported laptops, desktops, printers, and video equipment in accordance with firm standards
Provide and manage print queues, monitor and troubleshoot print server issues (where applicable)
Provide in-room support and troubleshooting for audio visual/video conferences, meetings, and events utilizing video conferencing platforms and systems from Cisco, Webex, Zoom, Microsoft Teams, and other virtual platforms
Provide programming and move/add/change support for office phones (where applicable)
Under general supervision, monitor, document, and update existing network systems and local server hardware and assist in implementation of updates and problem resolution
Successfully meet timelines and/or budgets for assigned projects
Participate as required in moving users to other offices or floors
Provide support to other IT teams by providing testing of new software packages and upgrades to existing software applications
Collaborate effectively with team members to achieve departmental objectives and support cross-functional initiatives
Represent the IT department with professionalism and a customer-focused approach, ensuring positive interactions with internal and external clients
Update and contribute to the Knowledge base to share expertise
Function as a technology resource to the Firm for industry trends, technology implementations (hardware and software), and change management issues
Provide high levels of customer support by being responsive, communicating proactively and managing expectations
Effectively and proactively identify and communicate operations and business risks to appropriate levels of IT and management
Adhere to all IT and user quality assurance policies and practices
Adhere to all Firm and IT security policies and practices
Provide support on an overtime basis as needed to support technical issues within the Firm
Provide on-call support as part of an agreed schedule
Accountabilities:
Maintain regular and on-time attendance to ensure consistent support and service delivery
Provides excellent 2nd line/desk side incident, problem, and request management support in accordance with documented processes
Resolution of all escalated Service Desk tickets and associated customer expectation management
Effective and proactive communication of problems/issues that impact business (e.g., outages)
Qualifications
Education/Training/Certifications:
University degree in a related field is preferred. An equivalent combination of education and/or experience may be considered in lieu of the degree when the experience has been directly related to the functions of the job
Professional Experience:
Law firm experience is preferred
Technical Skills:
Demonstrated advanced proficiency in Microsoft Office products, ensuring efficient use of productivity applications across the organization
Provides expert hardware support including installation, maintenance, and repair of desktops, laptops, printers, and mobile devices, ensuring minimal downtime and optimal device performance
Manages the imaging and configuration of PCs to meet organizational standards, preparing devices for deployment and maintaining consistency across assets
Maintains strong knowledge of asset management practices, tracking and managing hardware inventory throughout its lifecycle
Possesses advanced understanding of Windows 11 operating system administration, including configuration, updates, and user account management
Ensures compliance with security protocols through expertise in document encryption, compression tools, and metadata management systems
Supports advanced desktop activities involving Active Directory, Exchange, TCP/IP, DNS, DHCP, and VPN technologies
Proficient in application support, including troubleshooting and resolving software issues for end users
Knowledge of related problems with OS and registries
Knowledge of document management systems and e-filing processes
Performance Traits
:
Demonstrates strong written and verbal communication skills, effectively conveying technical information to clients and colleagues at all levels of the organization
Communicates in a professional manner with internal teams and external vendors, ensuring clarity and accuracy in all interactions
Performs well under pressure, consistently meeting deadlines while adapting to shifting priorities
Exhibits self-motivation and initiative, proactively identifying and addressing technical issues
Provides exceptional customer service by anticipating client needs and exercising independent judgment
Maintains a high level of attention to detail, ensuring accuracy in troubleshooting and documentation
Employs excellent organizational skills to manage multiple projects, tasks, and support requests simultaneously
Upholds confidentiality and discretion when handling sensitive information
Collaborates as a team player, contributing to a positive and productive work environment
Manages difficult customer interactions and situations with empathy, professionalism, and composure
Physical Requirements:
May require occasional lifting of up to 20 lbs.
The typical pay scale for this position is between $71,000 and $94,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-ONSITE #LI-PT1
Cordia Resources by Cherry Bekaert is seeking an organized and proactive HR/Admin Specialist to support our clients human resources and administrative functions on a contract basis with the potential for contract to hire. This position is ideal for someone who thrives in a fast-paced environment and values confidentiality.
HR/Admin
Location: Charlotte, NC
Job Type: Contract / Contract to Hire
Hourly Rate: Market Rate
Responsibilities:
Assist with recruitment, onboarding, and employee records
Coordinate benefits administration and HR compliance
Manage office operations and administrative tasks
Support HR projects and employee engagement initiatives
Qualifications:
2+ years of HR or administrative experience
Knowledge of HR policies and employment laws
Strong interpersonal and organizational skills
Proficiency in MS Office and HRIS systems
Cordia Resources by Cherry Bekaert is proud to be part of Cherry Bekaert's Advisory practice, offering tailored recruiting and staffing solutions through our Redeploy Program. Our consulting team is committed to helping professionals transition seamlessly into new opportunities while supporting clients with top-tier talent. If you're ready to take the next step in your career or strengthen your workforce, connect with us today and experience the Cordia difference.
Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do.
We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm.
If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Paralegal department in our Charlotte office, as a Transactional Paralegal Fellow.
The Transactional Paralegal Fellowship is a two-year program that provides and opportunity for recent graduates interested in pursuing a law degree or a related field to gain hands-on experience as a finance paralegal and develop key skills while contributing to the Firm's pro bono initiatives and legal innovation efforts.
Responsibilities
Essential Funtions:
Be fully-integrated into the Finance practice. Fellows will work closely with partners and associates to develop core transactional skills in structuring, negotiating, and closing deals. They will gain first-hand experience on sophisticated finance transactions.
Responsibilities include conducting due diligence, drafting documents, negotiating terms, external communications, and managing deals from start to finish.
Collaborate with the legal innovation team to pilot new technologies that drive efficiency and position Mayer Brown at the forefront of legal tech. This includes evaluating and implementing tools related to contract drafting/review, transaction visualization, and deal management. Fellows will receive training on Mayer Brown's legal innovation toolkit and run point on integration efforts.
Coordinate pro bono projects in partnership with the Firm's pro bono practice. Mayer Brown is committed to pro bono work as a critical component of the legal profession.
Participate in an intensive training program led by Mayer Brown partners, associates, and clients to compliment hands on work experience.
Qualifications
Education/Training/Certifications:
Bachelor's degree required
Interest in learning about a transactional legal profession
Professional Experience:
No professional experience required
Technical Skills:
Proficiency in Microsoft Office products, required
Performance Traits:
Strong written and verbal communication skills, able to communicate effectively and in a professional manner with all levels of the Firm and outside vendors
Ability to work in a diverse team environment and effectively support the demanding needs of the Firm
Ability to work under pressure, meet deadlines with shifting priorities
Must be a self-starter with a high level of initiative
Strong customer service skills, able to anticipate needs and exercise independent judgment
Strong attention to detail, organizational skills and the ability to handle multiple projects
Maintains confidentiality and exercises discretion
Exercises solid strategic thinking and problem-solving skills
A current transcript and résumé are required for this role. Please combine into a single document and upload with your application.
The salary for this Fellowship position is set at $70,000, plus overtime (paid at time and a half above 40 hours/week).
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-DNI
Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do.
We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm.
If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance.
The Advisor: Technology Innovation - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals.
Reporting to the Senior Manager: Technology Innovation, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology.
While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices.
Responsibilities may vary and grow as the team matures and the role progresses.
Responsibilities
Essential Functions:
Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice.
Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on.
Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions.
Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers.
Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs.
Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions.
Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions.
Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment.
Perform other duties as assigned or required to meet Firm goals and objectives.
Align working hours as necessary to support global teams and business partners.
Qualifications
Education/Training/Certifications:
JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered.
2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider.
Professional Experience:
Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred.
Knowledge of the lifecycle of a Finance legal matter is strongly preferred.
Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable.
Experience in business analysis, solution design, consulting and/or client-facing roles.
Demonstrated use of business requirements elicitation and documentation skills.
Technical Skills:
Required:
Proficiency in Microsoft Office products.
Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis).
Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods.
Preferred:
Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end.
Performance Traits:
Ability to communicate technical concepts in clear, non-technical language to stakeholders.
Strong customer service and problem solving mindset.
Effective team player in diverse environments; thrives under pressure and meets shifting deadlines.
Pragmatic, self-motivated, flexible and good team player.
Self-starter with high initiative; detail-oriented, organized, and multitasking.
Maintain confidentiality and discretion
Physical Requirements:
Light lifting; up to 20 lbs.
Open to regional and/or global travel, as needed.
The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-HYBRID #LI-PT1
The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified.
The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.
The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.
We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth.
Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-HYBRID #LI-PT1
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 an Associate to join our CAAS (Nonprofit Industry) group in our Charlotte, NC office.
Job Responsibilities:
* Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
* Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
* Month End Processing: Completes financial statements. Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.) Completes complex account reconciliations that have been previously set up and supported by CAAS Senior, Assistant Controller, Controller or CFO.
* Other Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.
Job Requirements:
* Accounting and financial experience is preferred.
* Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
#LI-NM1
Equal Opportunity Employer/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.
At CLA we create
inspired careers
.
We recognize that not everyone wants to grow their career in the same way. That's why CLA exists to create opportunities. We promise to
know
you and you.
CLA is hiring a Transaction Services Associate in our Charlotte, NC Offices. This opportunity provides growth and leadership in a fast-paced environment, perfect for individuals who want opportunity, growth, and new challenges.
The Associate will work closely with our clients and team members in providing financial and operational analysis in connection with buy-side and sell-side quality of earnings due diligence engagements. Through analysis of financial, commercial, and operational data, this individual will provide insights to key decision-makers that help them increase value and reduce the risks and uncertainty inherent in transactions.
The individual will help identify key value drivers, challenge assumptions about future performance, search for and advise on hidden value, and work with CLA service teams to deliver an integrated approach to clients before, during and after the transaction. The individual will perform engagements supported by Principals and Managers who will educate, train, and promote a great working environment. CLA continues to grow its practice and the candidate selected will have room for continued advancement and promotion throughout their career.
Primary Responsibilities
Participate in quality of earnings due diligence engagement related to acquisitions by private equity investor groups and strategic corporate buyers.
Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management.
Prepare/evaluate pro forma financial information.
Evaluate effects of seasonality and cyclicality on cash flow requirements.
Perform Industry and company research. Correlate due diligence findings with client valuations.
Minimum Requirements
Bachelor's degree in Accounting, Finance, or a related field.
Eligible to sit for the CPA exam, per state requirements.
Exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable.
Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness.
Strong verbal/written communication and interpersonal skills.
General knowledge of accounting principles and/or regulations impacting each engagement or project and reporting of financial data.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and ability to travel to client sites.
Less than one year of experience in public accounting.
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
#LI-PG1
Equal Opportunity Employer/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 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 a Tax Principal or Signing Director to join our **Raleigh or Charlotte office. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.
Relocating? This is an onsite position in any one of our North Carolina offices. Comprehensive relocation package to candidates willing to relocate to North Carolina full-time. Birmingham, AL, Huntsville, AL, Montgomery, AL, Louisville, KY, Lexington, KY, Bowling Green, KY, Greenville, SC, Charleston, SC, Columbia, SC, Richmond, VA, Charleston, WV, Savannah, GA, Knoxville, TN, Chattanooga, TN, Kingsport, TN.
How you'll
create opportunities
in this Tax Principal role:
Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.
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 and tax returns prepared by staff.
Review and sign client deliverables.
Keep current on tax law changes.
Actively develop new business and expand services to existing clients.
Demonstrate commitment to the firm through a willingness to devote time to the practice.
What you will need:
Bachelor's or master's in accounting, Taxation or related field
Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm
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
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.