Archived listing. The details below describe a past opening.
We are looking for a Controller to lead accounting and tax activities for our firm. This position is ideal for a licensed accounting specialist who enjoys balancing day-to-day financial oversight with hands-on tax preparation and planning. The successful candidate will play a central role in maintaining accurate records, supporting cash flow needs, and delivering meaningful financial insight to leadership.
Responsibilities:
- Lead the preparation and filing of federal, state, and local tax returns, ensuring submissions are complete, accurate, and delivered on schedule.
- Develop tax strategies by managing estimates, extensions, and supporting schedules while identifying opportunities to improve tax efficiency.
- Investigate complex tax questions, assess potential business impact, and present clear guidance to leadership.
- Respond to inquiries from tax agencies and work with external advisors when additional support or representation is needed.
- Oversee the accounts payable process, including reviewing invoices, maintaining vendor information, and ensuring timely disbursement of funds.
- Track liquidity needs by monitoring cash positions and preparing forecasts and budgets to support operational and upcoming financial commitments.
- Record incoming payments, reconcile receipts, and maintain accurate recognition of advisory revenue and other cash activity.
- Manage the general ledger, complete bank reconciliations, and direct month-end and year-end closing activities.
- Produce financial statements, budget reports, and analysis related to profitability, cash flow, and variance trends.
- Strengthen financial controls and refine accounting and tax procedures to improve accuracy, efficiency, and compliance.
- Active CPA license is required.
- Bachelor’s degree in Accounting or a closely related discipline.
- Proven ability to independently prepare and finalize tax returns with substantial hands-on tax experience.
- Strong understanding of federal, state, and local tax regulations, including tax research and planning practices.
- Progressive accounting experience covering financial reporting, budgeting, cash management, and full-cycle accounting responsibilities.
- Proficiency with tax software, accounting platforms, and Microsoft Excel.
- Strong organizational skills, sound judgment, and the ability to manage sensitive information and multiple deadlines effectively.
- Background in public accounting or experience supporting wealth management, investment advisory, family office, or financial services environments is preferred.