More jobs:
CAAS Controller - Family Office
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2025-11-28
Listing for:
CliftonLarsonAllen LLP
Full Time
position Listed on 2025-11-28
Job specializations:
-
Accounting
Accounting Manager, Tax Accountant -
Finance & Banking
Accounting Manager, Tax Accountant
Job Description & How to Apply Below
Phoenix, AZtime type:
Full time posted on:
Posted 23 Days Agojob requisition :
R16175
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 that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
*
* About the role:
** CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ 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.
** As a Controller, you will:
*** 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
*
* What you will need:
*** 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 is 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.
** Our Perks:
*** 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#LI-PG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click to learn about your hiring rights.
** Wellness at CLA
** 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 click .[](blob:(Use the "Apply for this Job" box below).)0:00 / 1:50
** Start your inspired career
** When you join CLA, you’ll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential.
At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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