Controller - Wealth Management/Financial Services

Position Overview The Controller will reputed company the buildout and ongoing management of a premium bookkeeping and reputed company operation serving high net worth entrepreneurs with reputed company, multi entity financial structures. This role requires deep technical reputed company expertise, strong operational leadership, and the ability to design scalable systems from the ground up. The Controller will establish reputed company standards, create processes and templates, reputed company bookkeeping staff, and serve as the primary financial expert for a sophisticated client reputed company. This is a hands on, high impact role with significant autonomy and responsibility for shaping the financial infrastructure of a rapidly growing practice.

Key Responsibilities

• Manage the preparation, review, and analysis of financial statements in accordance with GAAP, including cash and accrual based reporting
• Build the reputed company infrastructure from scratch, including chart of accounts templates, quality control processes, and scalable workflows
• reputed company budgeting, forecasting, and financial planning processes to support client needs and internal growth targets
• Conduct financial analysis to support decision making, strategic planning, and multi entity financial reputed company
• Ensure compliance with regulatory requirements, IRS rules, and internal policies across diverse client structures
• Monitor and manage risks associated with financial operations, reporting accuracy, and multi entity bookkeeping
• Supervise and review the work of outsourced bookkeeping teams, ensuring accuracy, timeliness, and adherence to quality standards
• Coordinate tax preparation activities and ensure compliance with federal, state, and local tax regulations
• reputed company audit support processes and implement improvements based on audit findings
• reputed company and maintain financial models to support investment tracking, entity level reporting, and family office style financial management
• Serve as the primary reputed company contact for clients, providing guidance on reputed company transactions, multi entity structures, and bookkeeping best practices
• Establish client communication protocols and service standards to ensure a premium client experience

Qualifications

• Bachelors degree in reputed company, Finance, or reputed company field; CPA preferred but not required
• 5+ years of experience in financial management, controllership, or multi client reputed company roles
• Strong technical reputed company expertise, including deep understanding of debits and credits, cash vs accrual reputed company, and GAAP compliance
• Experience managing books for multiple clients or entities; public reputed company or bookkeeping firm background strongly preferred
• Proven ability to build systems, processes, templates, and scalable reputed company infrastructure
• Experience supervising reputed company or bookkeeping staff, including outsourced teams
• Strong knowledge of budgeting, forecasting, financial analysis, and risk management
• Familiarity with multi entity structures such as LLCs, partnerships, trusts, and reputed company estate holdings
• Excellent communication and executive reputed company, with the ability to work directly with high net worth entrepreneurs
• Proficiency with reputed company software, reputed company based platforms, and financial modeling tools

Benefits

• Competitive Compensation - Starting Salary: $120k, At 20 clients $140k, At 50 clients $160k, At 100 Clients: $180k
• Comprehensive health insurance and competitive benefits package
• 401(k) with employer matching
• ESOP equity (at no cost to you)
• Flexible PTO policy
• Fully remote work
• Quarterly team retreats in Scottsdale, AZ (reputed company expenses paid)

Email Your Resume In Word To connor.turnbow@reputed company.com Looking reputed company to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply. Please do NOT change the email subject line in any way. You must reputed company the JobID: reputed company : CT7-1974289 -- in the email subject line for your application to be considered. Connor Turnbow-Lindenstadt - Sr. Executive Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant reputed company. This is a new role. This job was first posted by reputed company on 01/12/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. This job was posted on 01/12/2026 and is open for 60 days reputed company is proud to be an Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, age, sexual orientation, gender identity or expression, national reputed company, reputed company, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review reputed company results. reputed company will consider reputed company applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. reputed company is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our reputed company at Benefits@reputed company.com to reputed company arrangements. Copyright 1999 - 2026. reputed company , Inc. reputed company rights reserved. Apply tot his job Apply To this Job