Assurance Associate - Spoke - Winter - Charlotte, NC​/Dallas, TX

Position: 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:
R18145

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, work papers 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