Assistant Controller

Job Responsibilities: Lead a team of accounting professionals, providing direction, mentorship, and oversight across varying experience levels. Manage client relationships directly, ensuring high-quality accounting support, responsiveness, and professional service to sophisticated private clients and their related entities. Oversee the delivery of accounting, financial reporting, and related services for clients, ensuring accuracy, timeliness, and alignment with expectations for a high-touch service environment. Partner with senior leadership to align priorities, support team execution, and maintain operational consistency across a busy and growing function. Contribute to process and system improvements, including supporting software transitions and helping the team adapt effectively to operational change as the business evolves.

Job Qualifications: CPA strongly preferred; if not currently certified, highly qualified candidates should be open to pursuing the credential. Significant progressive accounting experience with demonstrated leadership responsibility, including prior success managing teams and overseeing work across multiple client accounts. Background in a specialized wealth management firm or organization providing accounting services to private clients is highly preferred; experience in comparable client-service environments supporting complex client relationships is especially valuable. Strong interpersonal skills, professional presence, and the ability to communicate comfortably and professionally with clients regarding complex financial matters. Demonstrated career stability and progression, with a preference for candidates who have built tenure in prior roles and bring clearly transferable experience. Experience with ERP/GL systems and comfort working through platform or system transitions; openness to process improvement is important. U.S. work authorization required for this opportunity.