CLA (CliftonLarsonAllen)

Client Relationship Leader

Posted 13 Hours Ago

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3 Locations

In-Office

182K-306K Annually

Expert/Leader

Consulting

The Role

Drive business growth for the CAAS practice by expanding and managing client relationships, developing new prospects, implementing sales strategies, preparing presentations, attending networking events, closing opportunities, project-managing engagements, and maintaining CRM and business development targets.

Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southern California. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.

As a Client Relationship Leader, you will:

Expand existing client relationships as well as build your network to develop new relationships in the community.
Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
Effectively project manage ongoing engagements to meet client needs.
Maintain business development targets and sales activities in CRM.

What you will need:

A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
A bachelor’s degree in accounting, finance, business, or related field required.
CPA certification is preferred but not required.
A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.

Our Perks:

Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Fertility benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in California is: $182,200 – $306,000

#LI-EG2 #LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

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

To view a complete list of benefits, click here.

Skills Required

Minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting and industry experience.
Bachelor's degree in accounting, finance, business, or related field.
CPA certification.
Client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
Exceptional interpersonal skills and ability to gain the confidence and respect of senior executives and team members.

CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

Wellbeing & Lifestyle Benefits — Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
Parental & Family Support — Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
Retirement Support — Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.