Teams at CLA (CliftonLarsonAllen)

Plans, leads, and executes assurance engagements for state and local government clients. Audits complex transactions, prepares financial statements and reports, researches accounting and auditing issues, manages client relationships, and schedules, delegates, and trains team members while collaborating with firm leadership to deliver quality services.

Leads transaction tax engagements for private equity investors, family offices, and strategic buyers, including tax due diligence, structuring, modeling, and special projects related to acquisitions and dispositions. Builds client relationships, develops new business, mentors team members, collaborates with specialty tax groups, reviews financial and legal records, prepares due diligence reports, and manages engagement budgets, timelines, and progress.

Serve as a primary client contact for the Wealth Advisory team, providing high-quality client support, scheduling and documenting meetings, entering interactions and service requests in CRM, assisting with onboarding/account maintenance and monitoring client accounts, and supporting advisors on special projects to retain and expand client relationships.