Controller

Controller

About the Role

Our client is a private corporate office seeking an experienced accounting leader to lead their financial operations and supervise a dedicated team. Reporting directly to the owner, this role provides high-level oversight for both the core business and a suite of private family entities. It is an ideal position for a CPA who enjoys a blend of technical accounting, treasury management, and operational collaboration in a professional, family-office environment.

Job Duties

• Supervise a team of three accounting professionals while reporting directly to the owner to ensure high-quality administrative and financial output.
• Lead and participate in the full month-end close cycle, ensuring all journal entries and reconciliations are accurate and timely.
• Review and approve monthly financial statements, balance sheet reconciliations, payroll schedules, and weekly check runs.
• Calculate and manage the distribution of employee bonuses, monthly cash reports, and partner distributions throughout the year.
• Perform comprehensive treasury duties, including the creation of wire transfers, ACH approvals, positive pay reviews, and management of online banking users.
• Coordinate and complete annual reporting requirements and audits, including 1099s and Workers' Compensation.
• Prepare detailed tax schedules for an outside firm to facilitate the timely completion of local, state, and federal tax returns.
• Ensure organizational compliance regarding personal property tax filings, business license renewals, and franchise tax submissions.
• Manage the general ledger for up to 12 separate family entities using QuickBooks, ensuring all deposit and disbursement activities are recorded accurately.
• Monitor funding levels for all entities to ensure invoices are paid on time and make estimated tax payments as advised by external tax consultants.
• Identify opportunities for process improvement and lead team projects to enhance departmental efficiency.

Requirements

• At least 15 years of progressive accounting experience with a strong background in leadership.
• Active CPA certification is preferred.
• Proven track record of managing and developing accounting staff.
• Experience with tax preparation and compliance.
• Professional oral and written communication skills with a focus on internal customer service.
• High level of organizational skill and the ability to manage multiple projects with concurrent deliverables.
• Strong attention to detail and a commitment to meeting strict financial deadlines.
• Ability to collaborate effectively with operations teams on special projects and non-recurring functions.

Salary: $150,000 - $165,000
Location: Lake Oswego, OR - Onsite

Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.

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