Controller, Finance & Banking, Accounting Manager

Controller About the Role

Our client is a private corporate office seeking an experienced accounting leader to lead their financial operations and supervise a dedicated team. Reporting directly to the owner, this role provides high‑quality oversight for both the core business and a suite of private family entities. It is an ideal position for a CPA who enjoys a blend of technical accounting, treasury management, and operational collaboration in a professional, family‑office environment.

• Supervise a team of three accounting professionals while reporting directly to the owner to ensure high‑quality administrative and financial output.
• Lead and participate in the full month‑end close cycle, ensuring all journal entries and reconciliations are accurate and timely.
• Review and approve monthly financial statements, balance sheet reconciliations, payroll schedules, and weekly check runs.
• Calculate and manage the distribution of employee bonuses, monthly cash reports, and partner distributions throughout the year.
• Perform comprehensive treasury duties, including the creation of wire transfers, ACH approvals, positive pay reviews, and management of online banking users.
• Coordinate and complete annual reporting requirements and audits, including 1099s and Workers' Compensation.
• Prepare detailed tax schedules for an outside firm to facilitate the timely completion of local, state, and federal tax returns.
• Ensure organizational compliance regarding personal property tax filings, business license renewals, and franchise tax submissions.
• Manage the general ledger for up to 12 separate family entities using Quick Books, ensuring all deposit and disbursement activities are recorded accurately.
• Monitor funding levels for all entities to ensure invoices are paid on time and make estimated tax payments as advised by external tax consultants.
• Identify opportunities for process improvement and lead team projects to enhance departmental efficiency.

• At least 15 years of progressive accounting experience with a strong background in leadership.
• Active CPA certification is preferred.
• Proven track record of managing and developing accounting staff.
• Experience with tax preparation and compliance.
• Professional oral and written communication skills with a focus on internal customer service.
• High level of organizational skill and the ability to manage multiple projects with concurrent deliverables.
• Strong attention to detail and a commitment to meeting strict financial deadlines.
• Ability to collaborate effectively with operations teams on special projects and non‑recurring functions.

Salary: $150,000 - $165,000

Location:

Lake Oswego, OR - Onsite