Assurance Senior EBP

At CLA we create inspired careers.

We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. We promise to know you and help you.

CLA is looking to hire a Senior Associate to join our growing Employee Benefit Plan (EBP) audit practice, at our Walnut Creek location. CLA is the leading provider of employee benefit plan audits (per DOL statistics) and continues to grow with building a national Hub of employee benefit plan audit specialists.

We are seeking professionals with audit experience who are interested in building their career specializing in employee benefit plan audits. If you have enjoyed auditing plans but were not given the opportunity to dedicate your career to EBP, this is an opportunity for you. As a member of our EBP team, you will assist clients across multiple industries keep abreast of their responsibilities as plan sponsors fiduciaries while keeping employees' retirement benefits safe. We have provided EBP audit, tax compliance, and consulting services for more than 40 years. Our 30 partners and 300 professionals audit more than 3,000 plans across the country and provide compliance and consulting services for hundreds more.

As a Senior Associate you will:

• Become an EBP service professional and attend industry leading events and trainings.

• Gain knowledge of ERISA and IRS regulations.

• Foster and build opportunities for our clients, communities, and people through paid volunteer hours.

• Develop and train team members to help them build inspired careers.

• Be given opportunities to lead client engagements.

• Benefit from the opportunity to work with many great clients and service providers.

• Learn retirement plan compliance issues and solutions to help our clients.

• Be given the opportunity to become a well-rounded EBP professional with audit, tax and consulting experiences.

• Develop strong project management skills.

Job Requirements:

• Education: Bachelor's degree in Accounting, Finance, or related field.

• Experience: 2+ years working in public accounting. Employee benefit plan audit experience preferred but not required.

• Knowledge of basic auditing, accounting and tax concepts.

• Proficiency and aptitude for Microsoft Excel, Word, Outlook.

• Travel: less than 10%.

Skills/Knowledge:

• Ability to work independently at client sites and in office/home.

• Advanced knowledge of Microsoft Excel preferred.

• Strong organizational skills, be goal orientated and self-motivated.

• Ability to handle pressure in a positive professional manner.

• Ability to communicate in a clear, concise manner while being considerate of the needs of others.

• Works cooperatively with others and values the different contributions people make.

• Focus efforts on managing work to exceed client expectations.

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 position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

Wage Range in CA is $83,200.00 - $127,000.00 USD Annual

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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.