Controller (CPA)

Job Description

Controller (CPA)

Our client is a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in DE, PA, MA, and GA. We are seeking an experienced Tax professional to join the firm's Tax Team. The position will be located in the West Chester, PA office. Hybrid and flexible schedule will be offered after training.

The candidate must be an accountable, strong leader, self reliant team member who is comfortable both working independently and with a collaborative Tax Team. This person must be CPA, manage a variety of tasks simultaneously, have first class communication skills, be highly meticulous and have diligent follow through. The perfect candidate is interested in a long term position with upside in a fast growing company with a family oriented environment.

Key Responsibilities:

Supervising staff accountants, administrative staff, and bookkeeping/payroll staff.

Provide leadership training and support.

Lead all day to day functions of the tax company, processes, procedures, communications, client management.

Collaborate with the executive team of the Wealth Management company and report to the CEO.

Review individual, trust and business tax returns prepared by staff accountants.

Approve client tax return packages for final review & signature.

Preparing individual, trusts and business tax returns during high volume times and as needed.

Work with the Financial planning units of the Wealth Management company to Review and/or prepare tax plans and develop complex tax savings solutions for clients.

This position is ideal for someone seeking a hands on roll, blending leadership with firsthand involvement in the day to day.

If a CPA currently has a book of business and would like to discuss bringing clients over with an equity stake, we are open to the discussion.

Position Requirements:

Must be a CPA

Experience in a tax preparation firm

Experience with UltraTax software a plus

Comfortable in a fast paced, high volume environment

World class organizational and communication skills

World class time management and operational efficiency skills

Ability to Commute to the office in West Chester, PA (required) with remote/hybrid capabilities.

If a CPA currently has a book of business and would like to discuss bringing clients over with an equity stake, we are open to the discussion.

License/Certification:

CPA

***All Qualified Candidates, please contact: Sarah Bartel ***

Phone:

Email resume to:

#ZRNC

Full-time

Hybrid remote