About the role
- Role
- Investment associate
- Seniority
- Lead or principal
- Type
- Full time
- 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 Principal to join our Valuations team. This role drives firm growth through developing new client relationships while ensuring seamless delivery of integrated firm capabilities; recognized for impact in industry and community. Develops opportunities for CLA's Valuation practice by delivering valuation services that support financial reporting, business and management planning, mergers, acquisitions, dispositions, gift and estate tax reporting, tax planning and restructuring, litigation and dispute support, and strategic planning. How you'll create opportunities in this role: Drive firm-wide delivery of valuation services involving business enterprises, intellectual property, intangible assets, and complex financial instruments. Develop integrated valuation solutions for equity, debt, derivatives, and structured securities across regulatory, transactional, tax, and litigation matters. Build firm capabilities for complex valuation assignments, including economic damages, Foreign Corrupt Practices Act investigations, and white-collar crime defense. Drive methodological rigor, defensibility, and strategic relevance across valuation reports, financial models, exhibits, and expert testimony materials. Build seamless delivery across Valuation, Assurance, Tax, Forensics, Litigation, and Investigations capabilities to address complex client needs. Develop high-performing teams and a strong culture by building technical capabilities, aligning talent with firm priorities, and creating opportunities for collaboration, learning, and shared success. Drive operational excellence through billing awareness, resource alignment, engagement economics, realization, quality, and consistent delivery across the practice. Translate regulatory, legislative, litigation, transaction, and market developments into thought leadership, client insights, service innovation, and growth opportunities. Develop new client and referral relationships and translate opportunities into sustainable firm growth through seamless delivery of integrated CLA capabilities; carry Client Relationship Leader responsibilities. What you will need: 8 years of relevant experience required. Bachelor's degree in Accounting, Finance, or related field required. ABV, ASA, CVA, or related certification required. 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 the position of pay within the range. The compensation range for this position in New York is: $340,000 - $400,000. #LI-CG1 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. About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website. Click here to see the full policy. CLA is an equal opportunity employer
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com. Start your inspired career
- When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.
Posted on CliftonLarsonAllen Wealth Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting
