CAAS Controller - Family Office

The CAAS Controller - Family Office role at CLA (Clifton Larson Allen )

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in either our Phoenix, AZ or Los Angeles/Century City, CA offices. This role will support our growing Family Office practice. Our CAAS practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.

• Assist the accounting team to record complex transactions
• Experience dealing with our growing Family Office Practice servicing high net worth individuals and families
• Review complex account reconciliations prepared by the accounting team
• Complete the monthly, quarterly, and annual adjusting and closing process
• Adhere to the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards
• Provide detailed review of the general ledger, financial statements and required work papers
• Prepare work papers for the independent auditors, if applicable
• Analyze and interpret financial information and regularly present to the client’s leadership
• Develop budgets, analyze variances and implement corrective actions as needed
• Review payroll and payroll tax compliance

• A BS degree in accounting or related field required
• 6 years relevant work experience as a Controller or equivalent is required
• Accounting back office experience is required
• Relevant experience with high net worth individuals, multiple entity and personal business management preferred
• Experience with trusts highly preferred
• Public accounting experience preferred but not required
• CPA certification is preferred but not required
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems;
  Quick Books experience is preferred
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc)
• Ability to travel to local client sites

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

The Compensation Range For This Position In California Is

$ - $

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits .