Wealth Management Controller

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Seeking a self-starter, highly motivated, team-oriented and results driven professional to work within an exciting, fast-paced and dynamic environment.

Company Information:
  • $5B AUM
  • Has over 150 clients
  • Over 500 employees
  • 30+ years in the busines
  • Great Benefit programs
  • Generous PTO Time
  • Multiple company outings, which include happy hours and golf.
  • Great Hours!!

Job Description:
  • Overseeing the operations of the accounting department and handle all accounting functions, billing, accounts receivable, accounts payable, cash management and financial reporting
  • Preparing and filing a variety of tax filings, including but not limited to, sales tax and business property tax filings
  • Establishing and maintaining controls to safeguard company assets; document and recommends improvements to internal financial policies and procedures
  • Overseeing the preparation of timely monthly financial statements and reports, including variance analysis versus budget and forecasts
  • Effectively leading the finance/accounting team by developing and coaching existing team members and hiring talent as needed
  • Working with and assisting external accountants in preparation of tax returns
  • Ad-hoc requests and special projects, such as system upgrades/implementations, workflow automation

Requirements / Qualifications:
  • 10-15 years of experience in corporate accounting with at least five years of management experience.
  • CPA or other relevant qualification required.
  • Strong knowledge of GAAP, accounting policies and compliance.
  • Extensive experience with Partnership Accounting/Taxation strongly preferred.
  • Experience in Professional Services, Financial Services, or Wealth Management required.
  • Excellent interpersonal and communication skills with a focus on team development.
  • Bachelors degree in accounting.

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