Serve as a trusted advisor to entrepreneurial clients, delivering exceptional consulting, accounting, and tax services.
Oversee financial reporting, budgeting, forecasting, and cash flow analysis, ensuring compliance and operational efficiency.
Review or prepare financial statements, schedules, and reports; journal entries; fixed asset schedules; payroll; and other general accounting functions for assigned clients.
Consult with clients on accounting, tax, and business matters, including accounts payable, accounts receivable, payroll processing, cash management, and regulatory filings.
Review work prepared by staff, providing feedback to ensure accuracy and support professional development.
Research and document technical accounting and tax issues to support compliance and provide guidance to team members.
Coordinate preparation of complex and non-complex tax returns, including income, payroll, sales and use tax, and business license filings.
Analyze financial data, identify trends, and prepare reports to keep clients informed and support strategic decision-making.
Manage special projects such as budgeting, financial projections, profitability analysis, cash flow modeling, internal control reviews, and tax planning strategies.

Bachelor’s degree in Accounting, Finance, or Business Administration required; CPA designation strongly preferred.
At least 2+ years in a Controller role with direct supervisory experience; CPA firm experience is a plus.
Minimum 5+ years of progressive accounting experience, including financial statement preparation, budgeting, forecasting, and cash flow analysis.
Proficiency in QuickBooks Online and other cloud-based accounting platforms preferred.
Experience with nonprofit accounting is a plus.
Strong accounting and financial knowledge, including expertise in reconciliations, monthly close, financial statement preparation, and compliance standards.
Ability to lead cross-functional teams and manage complex client engagements effectively.
Manage team performance through regular coaching, feedback, and performance evaluations; address development needs proactively.
Communicates financial concepts clearly and persuasively to senior management and client stakeholders.
Applies advanced analytical and problem-solving skills to develop actionable insights and strategic recommendations.

Competitive salary and performance-based bonuses.
Comprehensive benefits package, including healthcare and retirement plans.
Professional development opportunities and ongoing training.
Collaborative and innovative work environment.
Opportunity to work with diverse and exciting clients.
A company culture that values collaboration, creativity, initiative, and growth.

Controller – Consulting

Key skills