Assurance Associate - The Spoke - Winter 2027 - Charlotte, NC/Dallas, TX

Assurance Associate - The Spoke - Winter 2027 - Charlotte, NC/Dallas, TX### Assurance Associate - The Spoke - Winter 2027 - Charlotte, NC/Dallas, TXApply: Connection Center-Charlotte,NC: Dallas, TX: Full time: Posted Today: R18145We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.Our **Charlotte, NC or Dallas, TX** locations are seeking **associates to join our Spoke Assurance group.** The anticipated start date for this role is: **January 2027.**Come and see for yourself!PRIMARY RESPONSIBILITIES* Performs audit, review, compilation, and other assurance services.* Assist in the preparation and submission of **Employee Benefit Plan (EBP) Form 5500 filings**, ensuring accuracy and compliance with regulatory requirement.* Gains experience, exposure, and knowledge of procedures, workpapers and systems.* Provide **data ingestion support** for audit engagements across the firm, including formatting, cleansing, and organizing client data for use in audit tools.* Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities.* Completes research and special projects as needed.* Communicates effectively with clients and CLA family members on a regular basis.MINIMUM REQUIREMENTS* Bachelor’s degree in Accounting, Finance, or related field required – Degree in Accounting or Finance **strongly preferred**.* Eligible to sit for the CPA exam per state requirements.* General knowledge of accounting principles and reporting of financial data.* Willingness to learn new technologies.* Proficient with Microsoft (MS) Windows and Office products.* Reliable transportation and willingness to travel to client sites.#LI-ER1 #J-18808-Ljbffr CliftonLarsonAllen Wealth Advisors, LLC