Client Relationship Associate - Wealth Advisory - St. Louis
Cliftonlarsonallen job in Saint Louis, MO
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:
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.
Essential Job Functions:
Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.
Support strategies to retain and expand current client relationships.
Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.
Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.
Input client interactions and tasks into CRM
Ensure client data is complete, accurate and up to date across all wealth systems
Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)
Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.
Provide support to Wealth Advisory team on special projects
Requirements
Experience
3+ years of experience in investment industry preferred
Education
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Certifications / Licenses
None required.
This job is working in our CLA office.
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-MU1
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.
Auto-ApplyInternal Operations Intern - Spring 2026 - St. Louis, MO & O'Fallon, IL
Cliftonlarsonallen job in Saint Louis, MO
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 & O'Fallon, IL locations are seeking Internal Operations Interns.
Come and see for yourself!
PRIMARY RESPONSIBILITIES
Reviews and organizes client incoming tax documents.
Assists with intake of tax information and prepares for routing.
Ensures all client documents are being tracked and kept current.
Organizes, scans and processes tax documents.
Assembles client tax returns following established procedures.
Assists team in meeting strict government deadlines.
E-filing and other final delivery type steps.
Other responsibilities may include preparation of informational tax documents.
General operational support and other responsibilities/tasks as requested.
MINIMUM REQUIREMENTS
Working towards the achievement of a bachelor's degree - Degree in Accounting or Finance strongly preferred.
Willingness to learn new technologies.
Proficient with Microsoft (MS) Windows and Office products.
Reliable transportation and willingness to travel to client sites.
#LI-ED2
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.
Auto-ApplyTax Senior Manager, Private Client Advisors
Saint Louis, MO job
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
Develop responses to IRS and other regulatory and tax authorities' audits, notices and inquiries
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
Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
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
Train and develop less experienced individuals responsible for engagement management responsibilities, including managing budgets, scheduling and staffing, due date management and client relations
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 6 years' experience in public accounting in taxation or equivalent experience
Minimum of 2 years in a managerial role involving clients and team members
Possess a strong knowledge of accounting theory and federal, state and local tax laws
Preferred Qualifications
Master's Degree in 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.
Auto-ApplyBusiness Systems Analyst - Quote to Cash
Saint Louis, MO job
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
* Champion continuous improvement and foster cross-business unit collaboration to accelerate outcomes and drive operational excellence
* Own and administer Dayshape including configuration of organizational settings, environment maintenance, governance enforcement, and advanced Super User functions (e.g., demand profile management, hierarchy edits, user/role administration); provide coaching to power users
* Collaborate with Resource Management, Engagement Leaders, and Finance to optimize capacity planning, staffing, work in progress (WIP), engagement profitability, margin, and revenue forecasting
* Translate business needs into scalable system solutions including rules, data structures, and dashboards that support strategic decision-making
* Govern CRM architecture including data models, validation rules, page layouts, and user roles/profiles; ensure clean data flow into Quote-to-Cash (Q2C) systems
* Enhance Q2C workflows from lead generation through opportunity and quoting by refining product and rate structures, strengthening pricing controls, and improving forecasting accuracy
* Lead or support Contract Lifecycle Management (CLM) across all stages including request, authoring, negotiation, approval, execution, amendment, and renewal; design and maintain clause taxonomy, templates, redlining workflows, and approval matrices
* Ensure seamless integration between CLM, CRM, and billing/ERP systems to maintain consistent data flow across CPQ, order management, contract execution, and renewals
* Establish and steward metadata standards including terms, SLAs, billing schedules, and obligations; build auditable reporting and KPIs to surface adherence, risk, and performance across Q2C
* Partner with integration teams to ensure robust, auditable, and high-performing data flows across CRM, Dayshape, CLM, and adjacent systems; implement monitoring routines, error-handling processes, and lead root-cause analysis and remediation
* Facilitate agile delivery practices including backlog grooming, prioritization, and user acceptance testing (UAT) with business and technical stakeholders
Requirements
* Bachelor's degree in Information Technology, Computer Science, Data Science/Analytics or related field or equivalent experience
* Minimum 4 years' experience in professional services as a Business Systems Analyst, Product Owner or Admin supporting Quote-to-Cash, Consulting, or SaaS
* Minimum 2 years' experience configuring business logic (workflows, approvals), user profiles/permissions and building reports/dashboards
* Comprehensive understanding of the full Quote-to-Cash (Q2C) lifecycle, including lead generation, opportunity management, quoting, order processing, contract execution, service delivery, billing, revenue recognition, collections, and renewals
* Strong product mindset focused on outcomes, impact measurement, and rapid iteration
* Occasional travel up to 10% to regional offices, client sites, or vendor locations
Preferred Qualifications
* Relevant certifications such as:
* Conga/Ironclad CLM
* Workday (Finance/Projects)
* PSPO/CSPO or PMI-PBA
"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: $99,000-$126,500. For Southern California, Washington, Illinois and New York residents, the compensation range for this position: $109,000-$139,000. For Northern California residents, the compensation range for this position: $114,000-$145,000. 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.
Auto-ApplyExecutive Administrative Assistant (Part-Time)
Saint Louis, MO job
#LI-KW1 #LI-Office * Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentations * Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution
* Perform project work
* File and retrieve documents, records, and reports
* Greet visitors and assess access to specific individuals
* Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work
* Prepare agendas and make arrangements for business meetings
* Make travel arrangements for executives as requested
* Additional responsibilities as assigned
Preferred Qualifications
* Bachelor's degree
Minimum Qualifications
* High school diploma or GED
* 2 years experience in office environment and preferably performing as an administrative assistant
* Must have knowledge of administrative procedures
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Account Manager I, Family Office
Saint Louis, MO job
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 Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and ensuring seamless service delivery alongside the family office team. This role is especially focused on bill pay, AP workflows, and high-volume invoice processing, while also providing exposure to cash management, reporting, and client communication across multiple entities.
Job Responsibilities
* Serve as an additional point of contact for clients, providing responsive and proactive support.
* Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
* Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently (Bill.com required).
* Process wire transfers and support approval workflows.
* Execute payroll and coordinate with third-party payroll providers as needed.
* Reconcile intercompany activity and review bank reconciliations for accuracy.
* Prepare and review financial reports, such as cash receipts/disbursements and AR aging.
* Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings).
* Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
* Collaborate with and provide guidance to team members; participate in training and development initiatives.
* Participate in team meetings and contribute to the continuous improvement of client service.
* Perform additional duties to support client and team needs as required.
Requirements
* Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience).
* Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment.
* Experience using Bill.com (required).
* Strong accuracy and attention to detail in financial processing.
* Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment.
* Proven ability to work collaboratively and contribute to a positive team culture.
* Committed to delivering exceptional client service and proactively addressing client needs.
Preferred Qualifications
* Experience supporting high-net-worth clients or multi-entity structures.
* Experience mentoring or training junior staff, including offshore team members.
* Experience with Ramp or other spend management tools (plus).
"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: $57,000 - $67,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $59,500 - $70,000. For Northern California residents, the compensation range for this position: $62,200 - $73,200. 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.
Auto-ApplyField Service Technician | Network Solutions
Maryland Heights, MO job
#LI-TW1 #LI-Hybrid 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 Kansas City, MO 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 (Kansas City, MO), but day-to-day work is primarily in the field within your designated territory.
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.
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
Tax Supervisor
Chesterfield, MO job
#LI-HS #LI-Hybrid * Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required * Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
* Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
* Achieve charge hour goals
* Review engagement team members accounting, tax or auditing work: provide constructive review points
* Supervise and guide team members on engagements, fostering a collaborative and productive work environment
* Train and mentor engagement team members, supporting their technical and professional development
* Assist in the client billing process with Managers, Directors or Managing Directors
* Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
* Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
* Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
* Execute administrative duties as assigned
* Additional responsibilities as assigned
Minimum Qualifications
* Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
* At least 3 years of experience in public accounting or related field
* 1 year supervisory experience preferred
* CPA candidates preferred
* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
Seasonal Office Support Coordinator
Cliftonlarsonallen job in Saint Louis, MO
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is currently seeking a part time Seasonal Office Support Coordinator (Service Processing Coordinator) in our St. Louis, MO office for the upcoming tax season. This pivotal role will provide essential support to our service team leaders and play a crucial part in managing various business functions through marketing and administrative support activities.
How you'll
create opportunities
in this Seasonal Office Support Coordinator role:
Front Office Administration: Answer phones, as needed (coordinate with other offices).
Manage front desk hosting for clients and guests. Manage parking needs for guests.
Coordinate all mailing including UPS and certified and add charges to billing system by client.
Coordinate office maintenance and maintain production room including all supplies & copier needs.
Assemble, mail, file, deliver, and e-file tax returns
Prepare and e-file tax extensions
Proactively manage database and workflow systems to ensure accurate maintenance of client data
Set up new clients in multiple software systems
Respond to client needs on behalf of tax teams as needed to assist in time and workflow management
Participate in local, regional, and firmwide teams to serve our clients
Tax form management, collect and process in a timely manner
Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking
Works well with time sensitive projects and adaptable to specific deadlines
Leads with strong communication and demonstrates effective interpersonal skills
Drives change and efficiencies within the team
Completes and manages workflow functions with the ability to expand with experience
Possesses strong technology skills with an ability to adapt to changes and new programs
Understands and can support all administrative functions within a group and an office
Produces quality, professional internal and client-facing documents
Implements firm and office processes and procedures with direction from the Operations Director
What you will need:
3 or more years of related administrative support experience required.
High school degree or equivalent experience is required.
Bachelor's Degree is highly preferred.
Intermediate to advanced level experience in Microsoft Office and Adobe products
#LI-SK1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
Auto-ApplyHR Payroll Coordinator | Employee Benefits
Saint Louis, MO job
#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
Summer 2026 - IT Audit Associate I (St. Louis)
Saint Louis, MO job
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.
IT Audit Associates 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 are up to date with the latest international organization reporting standards. You will help to ensure the completion of fieldwork related to client engagements including System and Organization Controls (SOC) audits, IT General Controls support, HITRUST Cyber Security Framework, Cyber security Assessments, ISO Assessments, Sarbanes-Oxley, Internal Audits, and Agreed Upon Procedures engagements, and interact with clients to identify and resolve audit issues.
70% project work
15% client facing
10% internal meetings
5% continued learning
Start Date: June 15, 2026
Job Responsibilities
Perform audits, reviews, compilations, and various audit and/or consulting engagements including ISO, Cybersecurity, SOC I, SOC II, etc.
Interpret and analyze audit evidence, operational data and/or information systems and draw logical conclusions based on evidence submitted
Research and analyze pertinent clients, industry, and technical matters
Conduct live interviews with C Suite clients to understand current state processes
Identify, assess, and document controls and weaknesses in client information management systems
Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, and the AICPA, ISACA, IIA, and applicable state regulations
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
Current enrollment in a bachelor's or master's program in business, accounting, finance, management information systems, computer science or equivalent
Preferred Qualifications
Dual degree in Accounting and Information Systems preferred
Final graduation date between June 2026 and August 2026 strongly preferred or plan to complete 150 semester/ 225 quarter unit requirement for CPA licensure eligibility between June 2026 and August 2026 strongly preferred
“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 for this position: $68,000.00/yr. 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:
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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyTime & Billing Specialist
Saint Louis, MO job
Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us.
Position Summary:
The Time & Billing Specialist performs a variety of accounting support functions in the Finance Department. This position assists with preparing and validating client invoices, maintaining client accounts, and reviewing employee time. This position will report to the Time & Billing Supervisor with oversight from the Assistant Controller.
The firm has one available position in either Atlanta, GA, Austin, TX, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR, or St. Louis, MO.
Essential Duties & Responsibilities:
* Maintain accuracy of client account data within the ERP accounting system.
* Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies.
* Review client invoices for accuracy and distribute monthly invoices through mail and email.
* Process time and billing adjustments.
* Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates.
* Create and process ad hoc invoices.
* Process client credit card refunds. Download and report on client confirmation and credit card transactions.
* Follow-up on client accounts that have non-deliverable addresses.
* Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs.
* Produce ad hoc reports related to time and billing.
* Additional ad hoc duties and projects as assigned.
Knowledge, Skills, Abilities:
* Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems.
* Excellent verbal and written communication skills.
* Strong organizational and follow-through skills, performing work accurately with strong attention to detail.
* Ability to meet deadlines and effectively prioritize a fast-paced and varied workload.
* Sound understanding of financial concepts.
Minimum Qualifications:
Associate degree or college level coursework, preferably in accounting or finance, plus 1-3 years of related billing, accounts receivable or accounts payable experience and/or appropriate balance of education and work experience.
Preferred Qualifications:
Bachelor's degree in accounting and prior experience working in a professional services firm.
Why work with us?
Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration.
We are proud to offer:
* Increased number of paid holidays per year
* Competitive salaries with continuous review of market conditions
* Flexible working hours and work arrangements
* Remote and hybrid opportunities
* Inclusive workplace, providing strong professional growth and development opportunities
The benefits of joining our team
* Strong growth opportunities
* Competitive benefits package
* 401(k) package with firm profit-sharing
* Discretionary annual bonuses for eligible positions & CPA bonus plan
* Strong emphasis on quality work-life integration
* Dress for your day policy
* Resources of a national firm
* Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
* Compensation: $43,000 - $50,000 depending on experience. More is possible if experience dictates.
Don't Meet Every Single Qualification?
After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply.
You may still be the right candidate for this or one of our other roles.
Get to know us better!
We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country.
Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
Ready to learn more?
To be considered for this position, interested candidates MUST apply via our company website: *******************************
Commitment to Inclusion
Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence.
At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace.
Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k).
Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce.
By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.
Human Resources Director
Saint Louis, MO job
#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
Managing Consultant
Saint Louis, MO job
#LI-OD1 #LI-Hybrid * 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
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
Audit Senior Associate
Saint Louis, MO job
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.
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, 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:
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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
Auto-ApplyWorkday Project Manager
Saint Louis, MO job
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.
We're looking for a Project Manager with Workday expertise to lead client-facing projects from start to finish. In this role, you'll drive implementations, keep projects on track, and ensure we deliver solutions that truly make an impact.
Job Responsibilities:
* Lead Workday implementation projects-defining scope, objectives, timelines, and success measures.
* Manage all phases of the project lifecycle: planning, execution, monitoring, and delivery.
* Partner with clients and cross-functional teams to align on priorities and outcomes.
* Anticipate and manage project risks, scope changes, and key issues.
* Provide guidance on Workday capabilities, best practices, and methodology.
* Facilitate clear communication across project teams and with client stakeholders.
* Build strong client relationships and serve as a trusted advisor.
* Support business development efforts by identifying and pursuing new opportunities.
* Oversee project reporting, budgets, contracts, and resource planning.
* Ensure billing, reporting, and administrative tasks are completed accurately and on time.
Requirements:
* Bachelor's degree or business, IT, related major or equivalent work experience.
* Minimum of 5 years of project management experience, with a strong background in Workday.
* Experience with Workday implementations including the HCM & Financials (FIN) modules.
* Workday certifications
* Experience in professional services or consulting environments.
* Strong skills in project planning, budgeting, and risk management.
* Excellent communication skills-able to translate complex details into clear client conversations.
* Experience leading teams and mentoring junior colleagues.
* Flexibility to adapt to shifting priorities and client needs.
* Willingness to work in a hybrid model, in-office or at client sites up to 50%.
Preferred Qualifications:
* PMP certification is a plus.
* Familiarity with Agile development methodologies.
* Experience in business process design and change management.
"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: $123,300-$145,000. For Illinois residents, the compensation range for this position: $135,600-$159,500. For Washington residents, the compensation range for this position: $135,600-$159,500. For New York residents, the compensation range for this position: $135,600-$159,500. For Southern California residents, the compensation range for this position: $135,600-$159,500. For Northern California residents, the compensation range for this position: $141,800-$166,800. 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.
Auto-ApplyAssurance Associate
Cliftonlarsonallen job in Saint Louis, MO
CLA is a top 10 national professional services firm where our purpose is to
create opportunities
every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
CLA is currently seeking an Experienced Audit Associate to join our growing St. Louis practice. As an Experienced Audit Associate you will:
Perform a wide range of audit and accounting procedures impacting industry-specific issues.
Audit complex areas/transactions as well as prepare financial statements and related reports.
Develop and train team interns to help them build inspired careers.
Work with many great clients to help them resolve complex issues and get results.
Perform analytical reviews on financial accounts and identify trends.
Think you're a fit? This is what successful candidates for this role have:
You have a bachelor's degree in accounting, finance, or a related field.
You have a CPA license or are eligible to sit for the CPA exams and meet the 150 credit hour requirement to obtain a CPA License.
You have one year of experience in public accounting and/or a professional services firm preferred.
College graduate or demonstrated success as an entry-level accountant with an exposure to financial statement preparation, audits, and reviews.
You can demonstrate that you've excelled as an entry-level accountant or intern and have been exposed to financial statement preparation and audits. Exposure to tax work a plus.
You are looking for a firm that will support and foster your aspiring career goals.
You jump at the chance to help others and you're ready to join a team of high-performing people.
You have a knack for solving issues and confidently bring solutions to the table.
#LI - TB1
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.
Auto-ApplyProject Coordinator | Network Solutions
Maryland Heights, MO job
#LI-TW1 #LI-Hybrid 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
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
Manager, Pricing
Saint Louis, MO job
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, 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: $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.
Auto-ApplyTax and Audit Interns - Spring 2026 - St Louis, MO & O'Fallon, IL
Cliftonlarsonallen job in Saint Louis, MO
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 Interns.
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
Working towards the achievement of a bachelor's degree required - Degree in Accounting or Finance strongly preferred.
Achieving credit requirements to be 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 wage range for this position is: $16-$55 an hour. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
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.
Auto-Apply