CliftonLarsonAllen jobs in Saint Louis, MO - 64 jobs

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 growing and seeking to hire an experienced Data Analyst Lead (Architect) (Data Analyst Manger/Director) to join our talented Digital team. The position offers growth, flexibility and a collaborative work environment. How you'll create opportunities in this role: The Data Analyst Manager leads the answering of questions posed by the business, creating of dashboards, and/or doing detective work to uncover the secrets hidden in the piles of internal and external data we have access to. It is not uncommon to find our Data Analysts making use of the Microsoft Power Platform, which we have full access to at CLA, or a scripting language like R or Python. The Data Analyst Manager cleans up data for analysis or visual display in a report or dashboard, and/or works out details regarding data access to support a project. Our Data Analysts favorite tools are the Power Platform (Power Apps/Power BI/Power Automate), Excel, DAX, M, R, and Alteryx. In contrast to a Senior, the Manager will develop more autonomy to develop solutions and will lead others, take on administrative tasks, perform support roles, and get involved in new business development. Essential Job Functions •Service Expertise: Develop service specific knowledge through greater exposure to peers, internal experts, clients, regular self-study, and formal training opportunities. Take on lead roles with client situations to develop and enhance business skills. Retain knowledge gained and performance feedback provided to transfer into future work. Approach all problems and projects with a high level of professionalism, objectivity and an open mind to new ideas and solutions. •Data Analysis: Lead external and internal projects involving the collection and analysis of data using a variety of data tools. Together with the Data Analytics team, building and implementing of models, using/creating algorithms and creating/running simulations. Assess the effectiveness and accuracy of new data sources and data gathering techniques. •Data Development: Collaborate with others on the Data Analytics team to develop custom data models and algorithms to apply to data sets. Develop predictive analytics, machine learning, and artificial intelligence techniques. Develop tools to monitor and analyze solution performance and accuracy, and communicate findings to team members. •People Development: Assist in developing and executing a Data Analytics/Data Science learning plan for varying levels of knowledge and experience. •Leadership: Focus on building knowledge of the business of CLA, business development skills, and emotional intelligence. Balance between working independently with specific direction and collaborating with others. Interaction with others will primarily be virtual with leadership and colleagues from other offices. Take a leadership role in developing people. •Collaboration: Take on additional roles beyond technical development and client service that may include: serving as primary contact with clients or business leaders on internal projects, take on administrative tasks, perform support roles, and get involved in new business development. Must Have Experience with standing up Microsoft Fabric From Scratch (ground up). Requirements/Experience: Experience Seven (7) + years of experience in data analytics, public accounting, financial consulting, computer science or related field. Education Bachelor's degree in a field of Business, Accounting, Finance, Economics, Analytics, or Data Science (e.g., Informatics, Data Science, Health Data Science).. Technical Competencies Experience* using Microsoft applications including Excel (2016 and Power Query M and DAX languages), Power BI, Power Apps, Alteryx. Experience* using statistical computer languages (R, Python, SQL, etc.) to manipulate data and draw insights from large data sets. Must Have Experience with standing up Microsoft Fabric From Scratch (ground up). Experience in Health Care or Senior Living is a Plus Travel: Up to 25% travel. #LI-RC1 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.

The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Valuation and Forensics Intern for Armanino's Valuation and Forensics Practice, you'll gain hands-on experience working alongside professionals at all levels that will provide you with insight into the fields of finance, accounting, forensic investigations, and litigation support. Your internship will give you the same exposure to Armanino as our Consultant hires, while participating in interactive and engaging programming! During your time you will also participate in training and activities to boost your skills and engagement. Summer Start Date: June 15, 2026 Job Responsibilities Valuation Support Assist in preparing business and intangible asset valuations for financial reporting, tax, transaction advisory, and strategic planning purposes. Perform financial statement analysis, ratio analysis, and assessment of company performance and risk characteristics. Support the development of valuation models (DCF, market approach, income approach, option-pricing models, probability-weighted expected return models, Monte Carlo simulations, and other analyses). Conduct industry, economic, and market research to support key valuation assumptions. Help prepare draft valuation reports, exhibits, and supporting documentation. Forensic & Litigation Support Assist with forensic accounting procedures, including data reconciliation, trend analysis, and tracing of financial transactions. Support litigation engagements by analyzing financial and economic damages, lost profits, and valuation-related claims. Help compile and organize evidence, transaction data, and workpapers for expert reports and client deliverables. Participate in investigations by reviewing contracts, invoices, emails, and other communications when applicable. Client Engagement & Project Execution Collaborate closely with team members to deliver high-quality work in a deadline-driven environment. Help maintain organized engagement files, documentation, and audit-ready workpapers. Contribute to client presentations through charts, summaries, and analysis of findings. Communicate proactively with engagement teams regarding status updates, questions, and workflow needs. Professional Development Learn and apply professional judgment, analytical techniques, and best practices within the valuation and forensics disciplines. Participate in intern training programs, team meetings, and firm-wide learning initiatives. Embrace Armanino's core values, collaborative culture, and commitment to innovation and client service. Leverage the use of generative AI as necessary to improve workflows and knowledge. Requirements Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred Qualifications Current enrollment in a bachelor's or master's program in accounting, finance, computational/mathematical finance, economics or related field and a graduation date between December 2026 - June 2027 strongly preferred Demonstrated prior interest and/or coursework in corporate finance, valuation, pre-law, forensic investigations, or quantitative finance "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $33.00/hr. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** Uniquely Armanino

#LI-CM #LI-hybrid Have a little bit of experience in human resources? Looking to grow your knowledge and gain the experience you want in HR to move to that next level? We might be the right fit for you right now! The HR Payroll Coordinator on our HR Services team is a very strong and qualified team member who has a diligent focus on client success and member-level customer service. This team player will gain exposure to all aspects within the human resource, benefits, and payroll functions for all different types of organizations, across multiple clients within multiple states. As an HR coordinator on our team, you might own some of your own clients while working with a Benefits Specialist and/or Payroll Specialist, or you might play a part of a larger team where you receive mentorship from a tenured HR Consultant. Regardless of the internal team structure, the experience you will manage during the everyday tasks will be immeasurable. Our HR Services team has developed a very strong, family-like bond, and we enjoy working hard together to celebrate each other's successes and encourage each other through the challenges. We truly enjoy all of the tough things that HR can throw our way, and we fully support each other as we each strive for continuous growth and personal development. We are looking for a team player who enjoys stepping into the mud with the rest of us, is not afraid to research new laws and regulations or who fades away from difficult situations - we are looking for strength and excitement, and we're ready to provide support in your growth! All of our team members need to be adaptable to change and use new technology, be able to quickly learn the nuances of individual clients, and operate with a high level of EQ. Essential Functions and Primary Duties * Owner of specific client relationships and manages the day-to-day outsourced HR operations for the client * Work as part of internal client teams for specific clients, collaborating with HR consultants, as well as Benefit and Payroll Specialists, to manage client workload * Serve as the direct contact for client employees and leadership teams for all things related to human resources, benefits, and payroll * Research, communicate, and accurately resolve human resource issues and concerns * Conduct status meetings with clients to ensure client needs are being met according to the service scope and commitments * Update, create, and develop HRIS changes for client-specific needs * Audits payroll and monthly benefit reconciliations * Assist in the preparation and production of professional materials for training presentations * Completes and/or provides assistance with compliance reports such as EEO-1, VETS-4212, etc. * Exhibit client-focused behavior and apply knowledge and training to support client needs * Answer calls, research, and process client requests, and document actions as appropriate * Provide support on specific HR consulting projects (handbooks, policy creation, HR due diligence, etc.) * Ensure that all internal controls and procedures are followed * Input data into the appropriate software for vendors/carriers/clients within the required timeframe * Effectively operates all department equipment and software applications * Additional responsibilities as assigned Preferred Qualifications * Bachelor's Degree in HR, Communications, or Business * 1-3 years of relevant HR work experience * Benefits and/or Payroll experience * Excellent computer skills and proficient in Excel, Word, and Outlook * Excellent communication skills, both verbal and written * Excellent interpersonal skills and a collaborative work style * A demonstrated commitment to high professional ethical standards and a diverse workplace * Excels at operating in a fast-paced environment * Ability to look at situations from several points of view * Persuasive with details and facts * Experience working with different HRIS, including management with the implementation of new systems Minimum Qualifications * High School Diploma or GED required * 1-2 years of relevant work experience in the insurance industry * Ability to work in a team environment as well as independently * Must maintain current required licenses and certifications relevant to field of expertise * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas Marketing Manager reporting to the Marketing Director for the Consulting practice, as a strategic, hands‑on leader responsible for driving growth for Armanino's Corporate Finance & Advisory service line. This role translates business goals into integrated go‑to‑market (GTM) initiatives, creates high‑impact content and campaigns, and partners closely with practice leadership to deepen market presence and accelerate pipeline. The ideal candidate is a proactive strategist with strong executional capability, exceptional communication skills, and the ability to influence at all levels of the firm. Job Responsibilities: Strategic Marketing Leadership * Lead execution of the Advisory team strategic marketing plan, ensuring alignment with broader firm GTM objectives and business priorities. * Serve as the primary marketing advisor to Advisory Partners and Directors, shaping messaging, visibility strategies, industry positioning and growth motions. * Evaluate market opportunities across priority industries such as Technology, Manufacturing, Healthcare, Private Equity, Real Estate and tailor campaigns accordingly. As well as collaborating with other service line areas in the firm such as Tax, Technology Consulting and Outsourcing. Campaign Strategy & Ownership * Build and manage integrated, multi‑channel campaigns-including, but not limited to nurture streams, digital and events-to generate awareness, MQLs, and revenue impact. * Develop and drive the full lifecycle of campaign development: strategy, messaging, content, execution, optimization, and reporting. * Partner with Marketing Leaders, SDRs, Partners, Service Area Leaders and BD teams to support pipeline acceleration and strengthen conversion paths. Content Strategy & Development * Produce and oversee development of high‑value content (thought leadership, case studies, videos, infographics, industry pieces) in collaboration with Subject Matter Experts (SMEs) and the creative team. * Oversee and manage web content updates for CFOA service pages, ensuring accuracy, SEO alignment and cohesive positioning. * Maintain Armanino brand, voice, and quality standards across all content, partnering closely with design, content, and digital teams. Event & Field Marketing Oversight * Take ownership, lead planning and execution of CFOA conferences, sponsorships, industry events, and referral luncheons/happy hours/diners, ensuring strategic alignment and measurable ROI. * Oversee event workflows, pre‑event communications, SME enablement, and post‑event follow‑up. Stakeholder & Practice Leadership Collaboration * Participate in pipeline meetings, forecast reviews, and practice leadership discussions, providing marketing insight and driving accountability to growth goals. * Manage communications and alignment with multiple stakeholders across CFOA, Marketing, Digital, BD, and the Executive team. Project & Operations Management * Use Adobe Workfront, CRM, and marketing systems to manage timelines, workflows, reporting, campaign assets, and cross‑functional deliverables. * Coordinate and optimize marketing budgets across campaigns and events, tracking spends and performance with rigor. Performance Measurement & Analytics * Define KPIs for all marketing initiatives and report performance regularly to CFOA leaders and the Marketing Director. * Apply test‑and‑learn methodologies to enhance campaign performance, content effectiveness, and targeting sophistication. Requirements * Bachelor's degree in marketing, communications, or a related field (or related experience) preferred * Minimum 5 years of B2B marketing experience, ideally in professional services, consulting, corporate finance, or related industries. * Proven success managing complex, multi‑channel marketing programs with measurable pipeline impact. * Strong stakeholder management experience, including direct engagement with Partners, Directors, and SMEs. * Excellent writing, messaging, and communication skills. * Proficiency with marketing systems such as CRM tools, project management, analytics platforms. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $95,000 - $140,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

#LI-TW1 #LI-Hybrid Minimum Qualifications Associate's degree from accredited college or technical school OR two or more years IT and/or field service experience Able to use all related computer hardware and software Able to use job related tools Able to safely use step ladder Able to lift and/or move up to 100+ pounds of equipment Possess a valid driver's license in the employee's state of residence, allowing legal operation of a company vehicle Provide documentation verifying a minimum age of 21 to meet company car insurance requirements Maintain residence in assigned territory About the Role Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory. Field Service Technicians are responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling. They manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines. Field Service Technicians must remain adept with evolving technologies and provide client training on newly implemented systems. Travel Requirement This position supports the Watertown, SD territory and requires regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region. You will drive a company-provided vehicle to complete on-site service calls throughout your territory. Although the role is tied to the firm's headquarters in Maryland Heights, MO, you will not be required to travel there, except for one week of technical training shortly after your start date. This position is listed as Hybrid, but day-to-day work is primarily in the field within your designated territory (Watertown, SD). Essential Functions and Primary Duties Work independently to efficiently and effectively complete. maintenance, project, and IMAC calls within deadlines. Provide backup coverage for neighboring service areas when needed. Monitor and manage the ticket queue, assuming ownership of tickets in assigned area and following up to resolution in accordance with SLAs. Schedule ETA (Estimated Time of Arrival) commitments in alignment with client preferences, ensuring safe and timely arrival. Perform ticket updates, including entering relevant dates, times, resolution codes, hardware usage, and other pertinent details. Maintain compliance with Asset Management duties, including timely asset transactions, proper equipment packaging, and up-to-date shipping logs. Provide timely technical support to clients with minimal disruption to their daily operations. Maintain a current inventory of required parts and tools, ensuring they are readily available for client visits. Stay familiar with documentation, and tools necessary for on-site and remote repairs. Schedule and have maintenance completed for company vehicles per manufacturer and CBIZ Network Solutions specifications. Troubleshoot, repair, and upgrade voice, data, and AV hardware, including network equipment, desktop terminals, monitors, printers, telephony devices, and cabling. Operate a company vehicle for transportation to and from work assignments. Deliver excellent customer service, fostering trust and confidence in your technical expertise. Participate in additional projects and related work as needed. Carry and respond to a company-issued cellphone for on-call support as required. Preferred Qualifications Capable of reading and reviewing information on computer monitors for prolonged durations. Maintain reliable high-speed internet access for work-related tasks. Ensure a clean and safe environment for equipment repairs as needed. Reside within the assigned territory to meet operational requirements. Physically able to engage in extended periods of walking, sitting, and standing as required. Perform physical activities such as bending, squatting, crawling, climbing, twisting, kneeling, and reaching at ground level and overhead. Ability to hold and grip objects securely for extended periods. Strong problem-solving abilities with keen attention to detail. Effective communication skills for both technical and non-technical audiences. Excellent time management and organizational skills to manage multiple tasks efficiently. Ability to work independently and collaboratively as part of a team. Physical ability to lift and transport equipment and perform tasks in various environments, including confined spaces.

#LI-OD1 #LI-Hybrid Responsibilities Ensure client retirement plans are serviced in a consistent and timely manner Ensure plan designs remain appropriate to the employer's changing needs Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions Provide general client service and problem resolution services Additional responsibilities as assigned Preferred Qualifications Bachelor's degree Qualifications Minimum Qualifications High School Diploma or GED required At least six years of professional, retirement plan administration and compliance experience, including managing a book of business Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Expert knowledge of pertinent laws, regulations, and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA) Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements) Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur

#LI-TW1 #LI-Hybrid CBIZ Network Solutions delivers onsite technical support to Edward Jones home and branch offices across the U.S. and Canada. As a trusted Edward Jones partner, we prioritize exceptional customer service while troubleshooting and repairing computers, printers, telephones, and other technical components. Additionally, our team supports Edward Jones with project coordination, process management, and software solutions whenever needed. About the role CBIZ is currently seeking an IMAC Specialist to join our team in the Maryland Heights, MO office. This position is responsible for coordinating and supporting Installation, Move, Add and Change (IMAC) activities for client locations. Essential Functions & Primary Duties * Manage the timeline for installation or changes to technology in client locations. * Follow established procedures to deliver high-quality service and support. * Accept incoming calls from the Automatic Call Distribution Line and provide accurate answers to queries. * Oversee the installation of circuit upgrades and manage fallout processes. * Track and coordinate the installation, removal, and relocation of phone lines and electronic equipment (e.g., terminals, monitors, fax machines, printers) within existing branch offices. * Communicate verbally and in writing to vendors and throughout all levels of the organization regarding office equipment, voice and data services. * Place and manage orders for additional technology services and features with local vendors. * Effectively update tickets and communicate the status of dates of all assigned orders in a timely manner. * Monitor and review daily deliverables to ensure branch satisfaction and timely completion. * Coordinate the installation of phone lines, data circuits, equipment, and furniture. * Manage data circuit installations and disconnects for branch offices. * Maintain effective relationships with vendors, internal CBIZ teams, and Edward Jones departments to ensure successful project execution. * Place orders, track and manage disconnects for IGBN circuits. Preferred Qualifications * 1-2 years of experience in a technical support or project coordination role. * Proficient in Microsoft Office Suite and internet-based applications. * Basic understanding of branch hardware, software, and operating systems. * Strong troubleshooting and problem-solving skills. * Solid math aptitude and analytical thinking. * Ability to manage multiple priorities and meet deadlines. * Excellent customer service skills with the ability to handle issues professionally and patiently. * Strong written and verbal communication skills. * High attention to detail and task orientation. Minimum Qualifications: * Associate's degree in information technology or related field, or equivalent work experience

#LI-TW1 #LI-Hybrid About the Role We are looking for a dedicated IT Support Technician to join our team on a project basis with no set end date. This role is directly tied to the duration of a specific project, with the possibility of transitioning to future projects based on business needs and individual performance. However, continued employment beyond the current project is not guaranteed. Essential Functions and Primary Duties * Diagnose and resolve DSL and T1 connectivity issues, as well as troubleshoot routers, computers, printers, phone systems, cabling, TVs, fax, and scanning systems. * Provide advanced technical support and exceptional customer service to CBIZ and Edward Jones field staff, home office employees, and management. * Assist field service technicians with office relocations, system installations, and modifications. * Support field service engineers in new branch office installations. * Deliver training sessions for new hires on IT systems and best practices. * Follow escalation procedures to ensure timely resolution of installations, relocations, and service requests. * Develop and implement high-level technical solutions for mechanical and electrical equipment issues. * Manage multiple technical support tasks efficiently and effectively. * Serve as a liaison between Edward Jones Corporate Headquarters and field service technicians, ensuring smooth communication and issue resolution. * Perform additional duties as assigned to support IT operations. Minimum Qualifications * Associates degree from an accredited college or technical school * Two to five years of prior job-related experience * Excellent communication, public relations, technical, and troubleshooting skills * Able to use general office equipment * Experience with incident tracking software, and the Microsoft Office Suite

#LI-CM #LI-hybrid The Human Resources Director is a client-facing leadership position that is responsible for performing full scope human resources services and overseeing the successful management of engagements. These services may include managing client engagement, obtaining and retaining clients, supervising and developing staff, and enhancing the overall processes and procedures of the HR Services team. Essential Functions and Primary Duties * Manages the client relationship by overseeing key client functions and client transitions, ensuring the integration and efficient operation of the HR and/or Payroll functions * Markets Human Resources Services to potential clients, which may include drafting Request for proposals (RFPs), scopes of work, or presenting service options directly to prospects * Serves as a contact for escalated or complex HR and Payroll matters; problem-solves and identifies/provides resources to address client-related matters * Oversees the fiscal management of client engagements by monitoring metrics, reporting regularly, preparing monthly client billing, and updating engagement rates * Represents the HR Services team at firm events and meetings as required * Performs work in and has an advanced level understanding of compliance with applicable federal and state employment regulations and laws, and company policies * Serves as a subject matter expert in HR to anticipate client needs; assess effectiveness and eliminate client issues * Oversees associates on client engagements, providing support, guidance, and feedback * Oversees client engagements, ensuring proper staffing, budgeting, accounts receivable, and adherence to the scope of work * Facilitates engagement management by maintaining awareness of client budget, team efficiencies, and effective delegation of client responsibilities to the proper team member * May lead or provide oversight on client projects such as handbooks, audits, assessments, and compensation studies * Reviews for accuracy and processes client payrolls as needed, using third-party payroll platforms * Ensures payrolls are effectively processed according to HR Services standards: * Collects and reviews time, attendance, and leave information (applicable to DC team members only) * Maintains payroll-related information and inputs into the payroll system (e.g., separations, tax exemptions, and misc. changes) * Previews payroll changes prior to transmitting payroll * Process retirement, FSA, and HSA remittances (as applicable) in applicable platforms * Serves as the first point of contact for employee and client payroll-related questions * Ensures accuracy of all payroll-related data (e.g., benefits, retirement, tax, etc.) * Handles complex payroll situations with payroll providers, state agencies, employees, and client contacts * Conducts quarterly and annual reviews of payroll information and ensures no adjustments need to be made * Has a proficient understanding of payroll laws and regulations * Reviews and approves payroll for submission * Reviews and approves retirement for submission * Oversees the effective administration of benefits: * Processes and reports new hire enrollments, terminations, and changes * Ensures compliance with COBRA and HIPAA guidelines * Manage leave administration under disability plans, state, and federal leave guidelines * Review, process, and resolve any issues regarding benefit bill reconciliation * Assist employees with benefits-related questions and liaise between employees and the benefits broker/ insurance carriers * Manage annual benefit renewal activities * Utilizes knowledge and past experiences to ensure the HR Services team continues to evolve and grow to accommodate additional client engagements and team members * Utilizes expertise to coach, provide support, guidance, and best practice information to clients and the HR Services team on policies, procedures, compliance, employee relations, and other HR-related matters * Understands, drafts, interprets, and follows policies, procedures, and applicable employment laws that align with the workplace culture of the client * Provides on-site support to clients as needed * Provides support to all HR Services clients as needed * Proactively seeks and maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law, and communicates to the team * Writes HR related articles, delivers webinars/training, and networks within the business community * Monitors staffing levels and ensures proper levels are maintained for optimal client service delivery. * Participates in the HR Services recruiting process to include resume review, interviewing, and selection of new employees * Proactively identifies and implements team retention measures * Support team in their career, advising on, and identifying opportunities for career advancement * Participates in the Manager Working Group to facilitate continuous improvement of the HR Services team in process, procedure, service delivery, and work performance. This may include: * Creating and delivering training, or working on a project team, creating meeting agendas, and collaborating with peers on best practices for the team * Manages the performance of staff associates by providing coaching, constructive feedback, and development opportunities. * Serve as a Performance Manager for associates: * Lead onboarding efforts by developing an onboarding schedule; providing an overview of HR Services; reinforcing expectations of the position; facilitating key introductions to the team, buddy, and other key players * Regularly monitor employee schedules, time entries, and billable hours to ensure associates are not overburdened or underscheduled and ensure they are challenged * Identify performance opportunities, set goals, and recommend training * Provide coaching and training for immediate and long-term developmental opportunities * Serve as an associate resource with regard to CBIZ policy, procedures, expense processing, time entry, etc. * Identify and direct employees to proper resources for questions or issues related to CBIZ benefits. * Communicate CBIZ and departmental initiatives as appropriate * Schedule and facilitate time for one-on-one check-ins for feedback, development, coaching, performance feedback, problem-solving, career-guidance, etc. * Give and receive constructive feedback that is timely, specific, and fact-based * Develop a relationship with associates to understand motivations and keys to success * Provide performance and other associate-related updates to the management team * Work with CBIZ HR on HR related matters to include time off requests * Responsible for performance management of assigned associates * Oversee HR Services team member offboarding by establishing a communication plan and transition plan Preferred Qualifications * Advanced knowledge of core concepts, practice, and functions in HR - Proficient knowledge in HRIS and payroll systems, internet software, Microsoft Word, PowerPoint, and Excel * Ability to understand and learn new systems and apply knowledge as required * Proficient knowledge of federal and state employment and benefit laws * Ability to maintain confidentiality Minimum Qualifications * High School Diploma or GED required; Bachelor's degree preferred * Over 6 years' experience in area of expertise with increasing complexity * At least 4 years' experience supervising and leading staff * Must maintain current required licenses and certifications relevant to field of expertise * Demonstrate industry experience and technical knowledge in area of expertise * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Expert knowledge of state and federal legislation and regulations impacting discipline * Expertise in managing clients * Advanced problem solving and critical thinking skills

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Senior Associate, you will supervise and plan engagements for audit, review or compilation, supervise staff, research, and perform moderately complex accounting areas of the client's balance sheet and income statements. You will help to ensure the completion of our clients' periodic reports and interact accordingly with clients to identify and resolve engagement issues. Job Responsibilities Supervise, plan, and perform audits, reviews, compilations, and various client engagements. Lead a team of up to five staff members under supervision of a Manager and/or Partner Demonstrate an understanding of basic and moderately complex workpaper preparation. Exhibit strong analytical skills to evaluate financial data and relationships. Continue to develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with both the engagement team and client personnel in a professional, productive, and efficient manner. Analyze financial statement data and draw logical conclusions. Exercise professional skepticism in the critical assessment of audit evidence Research and analyze pertinent client, industry, and technical matters. Identify, assess, and document controls and weaknesses in client accounting systems. Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement. Prepare clear, complete, and accurate workpapers. Update Managers and/or Partners of job status and assurance issues in timely manner Develop understanding of client businesses related to assigned assurance areas. Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations. Understand and comply with the Firm's quality control policy. Organize, analyze, and communicate with fellow auditors and client personnel professionally, productively, and efficiently. Perform timely review of staff workpapers and provide constructive feedback. Requirements Bachelor's degree or Master's degree in Accounting, Finance or related field Minimum 2 years of experience in public accounting in audit or assurance Experience in supervising Audit staff professionals Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”) Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement Preferred Qualifications CPA license “Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

#LI-TW1 #LI-Hybrid Minimum Qualifications Strong troubleshooting/problem-solving skills Basic Math aptitude Ability to prioritize multiple projects and meet deadlines Excellent customer service delivery Strong verbal and written skills Excellent attention to detail Demonstrate an ability to analyze data, interpret results and seek solutions Proficient in Internet and Microsoft Office Suites About the Role We are looking for a dedicated Project Coordinator to join our team on a project basis with no set end date. This role is directly tied to the duration of a specific project, with the possibility of transitioning to future projects based on business needs and individual performance. However, continued employment beyond the current project is not guaranteed. Essential Functions and Primary Duties Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets. Provide administrative support to field service technicians. Assist field service technicians to administer equipment installations and software implementations. Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly. Open and manage project tickets for field dispatch. Develop project documentation in collaboration with CBIZ and Edward Jones associates. Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs. Deliver outstanding customer service and support throughout all project activities. Perform other duties as assigned. Preferred Qualifications Associate degree from an accredited college or technical school, or equivalent experience. One to two years of experience in administrative support and/or project coordination

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities * System Design and Architecture: Design and maintain the overall architecture of enterprise business systems, ensuring they meet business requirements and are scalable, secure, and efficient. * Business Process Alignment: Ensure that business processes are effectively aligned with technology solutions to optimize efficiency and support strategic objectives. Maintain storyboard level process diagrams for business consumption, representing the firm's evolving architecture and associated initiative impacts * Collaboration: Work closely with stakeholders from different departments and programs including Quote-To-Cash lines, IT, Finance, HR, and Operations, to understand their needs and translate them into technical solutions. * Success Management: Lead projects & initiatives related to the implementation and enhancement of business systems, ensuring they are delivered on time and within budget. * Technical Leadership: Provide technical guidance and mentorship to other members of the IT team, fostering a culture of collaboration, continuous improvement and innovation. * Documentation: Create and maintain comprehensive documentation for system architecture, processes, and procedures including though not limited to: * Visual representations of how systems are organized now versus where they need to be. * Roadmaps: Step-by-step plans for technological evolution, including timelines and key milestones. * Blueprints and Models: Detailed diagrams showing system interactions, data flows, and integration points. * Reference Architectures: Templates and frameworks that guide solution design across various business units. * Technology Evaluation Matrices: Comparing tools or platforms based on technical and business criteria. * Compliance and Security: Ensure that all business systems comply with relevant regulations and security standards. * Governance: Maintain architecture governance frameworks, ensuring that IT decisions are consistent with organizational standards and policies. * Change Management: Participate in Change Management processes performing architecture reviews, risk assessments, and aiding in the decision-making process. Requirements * Bachelor's in Computer Science, Information Systems, or relevant/equivalent work experience * Minimum of 5 years of experience in business systems architecture, with a proven track record of successful technology outcome/goal delivery. Experience in Quote-to-Cash technology framework systems is a must. * Proficiency in enterprise architecture frameworks, cloud computing, ERP systems, CRM systems, and other business applications. Experience with Workday and ServiceNow is a plus. * Excellent communication, problem-solving, and analytical skills. Ability to work effectively in a team environment and manage multiple priorities. "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Problem Identification & Solution Definition * Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. * Collaborate with stakeholders to define digital solutions tailored to those challenges. * Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping * Develop and prioritize a transformation roadmap for the business unit. * Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc * Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. * Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning * Work with BU to plan and allocate resources effectively for transformation initiatives. * Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership * Take full ownership of the business unit's portion of integrated transformation plans. * Ensure timely and successful delivery of initiatives. Cross-functional Collaboration * Partner with FDG and other business units to maintain alignment on priorities and execution. * Facilitate communication and coordination across teams. Performance Measurement * Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. * Monitor and report on progress and outcomes. Program Management * Oversee the execution of both business unit-specific and firmwide initiatives. * Ensure integration and synergy across programs. Change Management * Lead BU change management efforts to ensure smooth adoption of new processes and technologies. * Develop and execute launch plans for transformation initiatives. Requirements * Strong technical background with a deep understanding of business operations. * Ability to bridge the gap between technology and business strategy. * Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. * Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. * Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities * Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns. * Provide consultation on business and/or personal transactions (if applicable), and the related tax implications, consequences and treatment. * Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. * Review or conduct high level research of complex or emerging tax issues and prepare memorandums to support conclusions. * Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines. * Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and externally) * Develops our internal professionals by leading formal learning opportunities/trainings or supporting the development of training materials in collaboration with Learning & Development Team and sharing knowledge * Train and develop managers responsible for engagement management responsibilities, including analyze billing, managing complex budgets, scheduling and staffing, due date management and client relations. * Continually build on technical expertise in taxation by attending continuing professional education courses or utilizing other training resource * Keep current with tax law changes and provide updates and training to the firm's tax practice members. Requirements * Bachelor's Degree in Accounting, Tax, Finance, or related discipline * Qualified to practice before the IRS (i.e., JD, CPA, or EA) * Minimum of 8 years' experience in public accounting in taxation or equivalent experience * Minimum of 4 years in a managerial role involving clients and team members * Advanced understanding of planning and compliance concepts related to high-net-worth individual and fiduciary income tax, gift tax, and estate tax * Possess a strong knowledge of accounting theory and federal, state and local tax laws Preferred Qualifications * Master's Degree in Accounting or Taxation "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Business Project Manager leads project execution for critical business strategic programs and projects. The Project Manager aligns to Armanino's internal project and change management methodology, demonstrating best practices in project management, including but not limited too initial project scoping, building and maintaining all project assets and artifacts, collaboratively defining KPIs, monitoring and escalating risks, and keeping the project team focused on meeting or exceeding the projects' scoped KPIs. They will understand the intricacies of each project and how they align to the overall Transformation portfolio, adapting the project and change management plans accordingly. Job Responsibilities * Create and maintain the project infrastructure and artifacts for collaboration and management of assigned projects. * Coordinate all project related meetings; own the meeting agenda and notes. * Achieve scoped KPIs by leading complex cross-functional programs consisting of multiple workstreams * Effectively direct workstream to deliver and meet aligned deadlines and KPIs. * Assist with project deliverable creation including, but not limited to: strategy and design, planning, data summary and project findings, communication and change management * Demonstrate leadership, partnership, and collaboration; motivating and inspiring high-functioning cross-functional teams * Embrace and clarify business opportunities; lead discovery to define objectives, KPIs and design programs to achieve them * Influence to achieve project buy-in at all levels; understand and attend to business drivers, individual motivations, and the program's differing impact across various business units * Provide reports and leadership presentation updates on program metrics and alignment to achieving KPIs * Ensure all stakeholders are appropriately informed and aligned. Surface decision points and misalignment; proactively seek out and manage objections and competing perspectives * Continuously monitor program exposure and ensure appropriate risk communication, escalation, and risk mitigation plans are in place * Continuously contribute to the development of others, champion a culture of continuous feedback * Drive continuous improvement; challenge the status quo and proactively identify gaps and opportunities for improvement Requirements * Bachelor's degree in business major or equivalent work experience * Minimum of 5 years of project management experience for business projects * Ability to communicate business concerns and considerations to various stakeholders * Proficient at Smartsheet Preferred Qualifications * Change management experience * Accounting or Financial Services industry experience * PMP or PgMP "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $85,000 - $139,700. For Washington residents, New York residents, Illinois residents and Southern California residents the compensation range for this position: $95,000 - $150,000. For Northern California residents, the compensation range for this position: $102,000 - $155,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As an Associate II, you will play an integral part in the audit work performed by the Firm and will work on all aspects of an audit, from planning to execution and completion. This work will include tests or procedures performed under general supervision that allow the Firm to collect sufficient evidence to assess whether the clients' financial statements are free from material misstatement. You will help to ensure the completion of our clients' annual reports and interact with clients to identify and resolve audit issues. This position also provides work direction and guidance to less experienced staff. Job Responsibilities Perform audits, reviews, compilations, and various engagements. Analyze financial statement data and draw logical conclusions. Exercise professional skepticism in the critical assessment of audit evidence. Research and analyze pertinent clients, industry, and technical matters. Work with a team of up to 5 fellow staff members and often coach newer staff members, under supervision of a Senior, Manager and/or Partner. Identify, assess, and document controls and weaknesses in client accounting systems. Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement. Prepare clear and accurate workpapers. Exhibit strong analytical skills to evaluate financial data and relationships. Update managers and seniors of job status and assurance issues in timely manner Develop understanding of client businesses related to assigned assurance areas. Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the American Institute of Certified Public Accountants (“AICPA”), be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations. Understand and comply with the Firm's quality control policy. Organize, analyze, and communicate with both fellow staff and client personnel in a professional, productive, and efficient manner. Work toward completion of CPA certification Actively seek out feedback to develop self-awareness, personal strengths, and address development areas Uphold the firm's code of ethics and business conduct. Requirements Bachelor's or Master's degree in Accounting, Finance, or related field and eligible to sit for the CPA exam. Minimum 1 year of Public Accounting experience, including experience on audit engagements. Demonstrate understanding of applicable U.S. Generally Accepted Accounting Principles (“GAAP”) and Generally Accepted Auditing Standards (“GAAS”) Ability to research and analyze technical issues independently as requested. Ability to identify internal control deficiencies and document management letter comments for purposes of communicating deficiencies and weaknesses to clients. Working knowledge of the Microsoft Office Suite and Adobe Acrobat Engagement “Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Pricing Manager role is a critical position at Armanino. As a services firm, pricing is key to our client arrangements and drives our economics. This role leads the firm's pricing strategy and key elements of execution, including interacting with leaders at all levels, including the C-Suite. The role is full of interesting challenges and rewarding outcomes as it truly drives large scale results for the firm when done well. Job Responsibilities * Play an integral role in pricing strategy across our business units, helping to build centralized and standardized processes that allow enough flexibility for each unique service offering. * Collaborate with key stakeholders to generate new, innovative pricing and value ideas. Stay ahead of the curve by defining a pricing roadmap, conducting market research and analysis and communicating with key stakeholders to solicit feedback. * Collaborate with senior business unit and growth office leaders to understand their pricing needs and the business environment, and to align on pricing strategies. * Manage the annual pricing cycle with a focus on competitive analysis, effective rate improvements, business unit renewal model updates and improved customer and profit profitability. Collaborate with key stakeholders across the organization to assist in updating rates firm's ERP system as needed. * Manage the firm's pricing and project economics dashboard and reports, with a focus on surfacing to firm and business leadership key observations and recommendations based on key performance indicators. Support rollout, education and adoption of dashboard firmwide. * Lead, define, drive and perform analysis of customer and project economics in support of achieving our firmwide 'Gold Standard' KPIs and our transformation goals. * Provide enhanced visibility to the broader organization with consistent and timely updates on pricing strategy and execution. * Own and maintain pricing impact models, deal simulators and margin calculators, among others. * Educate and communicate pricing tools and methodologies in collaboration with our Change Management and Internal Communications teams. * Provide guidance, influence and collaborate with Finance team members to support the pricing and margin improvement process. Requirements * Bachelor's degree in related field of study or equivalent work experience. * Minimum 5 years' experience in service industry pricing or finance related function * Experience and desire to work with large data sets with numerous data attributes, including ability to combine, analyze and extrapolate information from those large data sets for specific audiences * Strong analytical skills and proficiency in Excel, including financial modeling, sensitivity analysis, cohort analysis * Experience with ERP and CRM Systems * Strong communication skills, and ability to present complex subject matter to senior-level business stakeholders * Deep understanding of pricing strategy; ability to gain consensus on cross-functional teams to determine go-to-market pricing strategy with respect to each unique service line and that service line's customer base. * Exceptional collaboration, influencing, and partnership skills with ability to drive consensus at various levels in cross-functional teams to drive actionable results * Ability to identify technology solutions and tools to solve business problems, drive desired outcomes and present approaches through data driven storytelling * Comfortable dealing with uncertainty by creating structure and prioritizing effectively * Ability to handle multiple priorities with a high degree of flexibility and accountability Preferred Qualifications * Master's degree in Finance, Mathematics, Business Administration, or related field * Experience with Microsoft Copilot, Generative AI, and Machine Learning Models * Experience with Workday, Workday Adaptive Planning * Experience with Microsoft BI Suite or similar Data Visualization tools * Pricing experience in a professional services industry with larger ($500m+ / yr) firm "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $118,700 - $139,700. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $130,600 - $153,700. For Northern California residents, the compensation range for this position: $136,000 - $160,700. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other. Our St Louis, MO and O'Fallon, IL locations are seeking Tax/Audit Associates. Come and see for yourself! PRIMARY RESPONSIBILITIES Prepares individual, corporate, partnership, and other types of tax returns. Performs audit, review, compilation, and other assurance services. Gains experience, exposure, and knowledge of procedures, workpapers and systems. Supports multiple client engagements on time and within budget, identifying issues and communicating progress. Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities. Completes research and special projects as needed. Communicates effectively with clients and CLA family members on a regular basis. MINIMUM REQUIREMENTS Bachelor's degree required - Degree in Accounting or Finance strongly preferred. Eligible to sit for the CPA exam per state requirements. General knowledge of accounting principles and reporting of financial data. Willingness to learn new technologies. Proficient with Microsoft (MS) Windows and Office products. Reliable transportation and willingness to travel to client sites. The compensation range for this position in Illinois is: $53,700.00 - $97,000.00. OUR PERKS Flexible PTO (designed to offer flexible time away for you!). Up to 12 weeks paid parental leave. Paid volunteer time off. Customized mental health programs and comprehensive medical coverage. Quarterly wellness stipend. Fertility benefits. Complete list of benefits here. 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. About the role: CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). CAAS provides customized accounting support for our clients (typically larger than $50M) on an interim and project basis. If flexibility, variety, and life balance are important to you…keep reading! As an Engagement Director, you will: Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few. Take an active and hands-on approach in executing client engagements. Have the opportunity to travel - the more open you are to travel, the more opportunities we can present to you! Pick and choose your engagements - allow yourself to enjoy your career AND life. Have access to full benefits package as an hourly employee. What you will need: Ten years relative work experience including public accounting. Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. We love Big Four alum! A bachelor's degree in accounting, finance, business, or related field required. Mastery in Microsoft Excel and experience in a variety of accounting software. CPA certification is preferred but not required. Prior project management and exceptional client service management experience preferred. 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-AP1, #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.