About this opportunity
CliftonLarsonAllen Wealth Advisors, LLC lists this Client Relationship Leader opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About CLA
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 Tennessee. 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.
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
Equal Opportunity Employer
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Wellness at CLA
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.
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.
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.
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 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at 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.
Equal Opportunity Employer
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.
Accommodation
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
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.