Controller

Description We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the accounting function while contributing to strategic initiatives for the firm. Ideal candidates are detail-oriented, proactive professionals with expertise in public accounting and a passion for delivering high-quality financial services. Qualified applicants can apply by sending your resume to Joe Ciavardini via LinkedIn or email me at : u2022 Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger management, and bank reconciliations. u2022 Prepare accurate monthly, quarterly, and annual financial statements for executive review. u2022 Develop and manage budgets and cash flow projections to ensure financial stability. u2022 Coordinate tax documentation and filings while ensuring compliance with applicable regulations. u2022 Strengthen internal controls and optimize accounting procedures to enhance operational efficiency. u2022 Maintain compliance with regulatory requirements, including tracking updates and implementing best practices. u2022 Collaborate with the team to provide financial planning, tax coordination, and accounting services to high-net-worth clients. u2022 Contribute to system improvements and process enhancements to support the firmu2019s growth. u2022 Assist leadership with ad hoc financial analysis and special projects as needed. u2022 Provide strategic guidance on regulatory risks and compliance practice Requirements u2022 Bacheloru2019s degree in Accounting or Finance is required. u2022 A minimum of 5 years of experience in accounting or auditing, preferably within public accounting. u2022 Familiarity with wealth management, family office operations, or high-net-worth client services is highly desirable. u2022 Strong understanding of regulatory filings and compliance standards, including Form filings. u2022 Proficiency in accounting software such as QuickBooks and advanced knowledge of Excel. u2022 Exceptional attention to detail and strong communication skills. u2022 Demonstrated ability to work collaboratively and adapt to a fast-paced environment. u2022 Proactive mindset with a commitment to contributing to organizational growth and success. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-11-01