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This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families. The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.
Job Responsibility:
Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation
Maintain general ledger accuracy and ensure compliance with accounting standards
Assist with budgeting, forecasting, and variance analysis
Prepare reporting packages for internal leadership and external partners
Support regulatory filings, audits, and tax-related information requests
Strengthen internal controls and refine accounting processes as the firm scales
Partner with operations to ensure accurate fee billing, revenue recognition, and cash management
Assist with special projects such as system enhancements, workflow automation, and policy development
Requirements:
4+ years of progressive accounting experience
public accounting or financial services experience strongly preferred
Solid understanding of GAAP and strong foundation in corporate accounting
Experience in wealth management, asset management, or similar financial services environment is a plus
Highly analytical with strong attention to detail and accuracy
Strong communication skills—able to present information clearly to leadership and cross-functional teams
Capable of managing multiple priorities in a fast-paced, evolving environment
Proficiency in accounting systems and Excel
experience with system improvements or automation is a bonus
Nice to have:
Experience in wealth management, asset management, or similar financial services environment is a plus
experience with system improvements or automation is a bonus
What we offer:
medical, vision, dental, and life and disability insurance