CAAS Controller - Family Office

About the role

CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) in our Phoenix, AZ location. This role will support our growing Family Office practice.

• 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 required.
• Accounting back office experience 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 preferred but not required.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
• Quick Books experience preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).
• Ability to travel to local client sites.

Health, dental, vision, 401(k), and other benefit options are offered. The complete benefit package can be discussed during the interview process.

CLA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact myp