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

We 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 .

- E ligible 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.

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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 .