Assistant Controller - Client Accounting Services; CAS
Listed on 2026-07-08
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Accounting
Financial Reporting, Accounting Manager, Financial Compliance
Assistant Controller (Accounting Services)
As an Assistant Controller on Pinion’s Accounting Services (PAS) team, you’ll play a critical role in delivering high‑quality financial results while collaborating with others. This role combines hands‑on accounting expertise with project management and meaningful client interaction, making it ideal for professionals who enjoy both detail and leadership.
Key Responsibilities Client Service & Relationship Management- Serve as the key point of contact for clients, coordinating the collection of financial data and supporting documentation
- Collaborate with the PAS Controller to assess and implement client reporting requirements in accordance with service agreements
- Support client onboarding activities, ensuring timely and accurate setup of accounting processes and deliverables
- Review financial statements and supporting work papers to ensure accuracy, completeness, and adherence to accounting standards
- Support the timely completion of monthly, quarterly, and annual close processes in alignment with established deadlines
- Partner with the PAS Controller to enhance financial reporting packages and deliverables
- Supervise and provide day‑to‑day oversight of 2-4 bookkeepers
- Train, mentor, and develop team members, ensuring continuous improvement in performance and technical skills
- Demonstrate leadership by proactively managing projects and guiding team execution
- Develop, document, and maintain standardized and client‑specific accounting processes and workflows
- Create and refine financial reporting templates based on client requirements and service agreements
- Identify opportunities for process improvements and drive implementation in collaboration with leadership
- Provide support for internal teams and external clients related to accounting systems and software utilization
- Troubleshoot system and process issues, ensuring effective resolution and improved efficiency
- Bachelor’s degree in Accounting
- 3 to 5 years of accounting experience preferred
- Experience with financial reporting
- Demonstrated success in preparing and presenting accounting client deliverables
- Prior supervisory or team lead experience is valued
- Experience working with agricultural clients is a strong plus
- Proficiency with Quick Books Online, Quick Books Desktop, and Xero;
Experience with Basis a plus - Comfort navigating and learning new technologies, including AI enabled accounting tools and digital workflows
Ability to troubleshoot and support accounting software used by internal teams and clients
- Strong analytical and problem solving abilities
- Excellent communication skills with the ability to explain financial information clearly
- Detail oriented mindset with the ability to balance accuracy and efficiency
- Demonstrated ability to mentor, coach, and build trust within a team
- Flexible work environment:
Remote, hybrid, or in‑office arrangements - A people‑centered culture, with fun included among our core firm values
- A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
- Freedom to explore your areas of interest
- Pinion offers a competitive compensation and excellent benefits package, including health, dental, vision, life, and disability insurance, 401k/profit‑sharing, paid time off and holidays, flexible work arrangements, and paid parental leave.
In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are based on the facts and circumstances of each case.
A reasonable estimate of the current range is $56,000 to $85,000/year.
Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
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