Controller

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.