Controller

Description

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.

Requirements • 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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