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 Southwest Florida. 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
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
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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
- 10 years of work experience including Big Four Audit Manager or public accounting
- Bachelor's degree in accounting, finance, business, or related field
- CPA certification
- Client services delivery orientation
- Relationship building experience
- Exceptional interpersonal skills
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).
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Parental & Family Support — Paid parental leave, adoption assistance, and family-building programs are emphasized alongside resources for caregivers and nursing parents. These offerings indicate meaningful support for major life events and family needs.
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Leave & Time Off Breadth — Flexible PTO for eligible roles, paid holidays, and volunteer time off point to a broad time-off portfolio. These options expand scheduling flexibility beyond standard vacation.
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Wellbeing & Lifestyle Benefits — Wellness and mental-health programs include virtual care, counseling, CBT tools, condition-management, and a wellness stipend. Added lifestyle supports such as Hinge Health and Omada broaden wellbeing resources.
CLA (CliftonLarsonAllen) Insights
What We Do
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
