KBF CPAs

Controller, Managed Accounting Services

KBF CPAs

full-time

Posted on:

Location Type: Office

Location: California • Massachusetts • United States

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Salary

💰 $115,000 - $180,000 per year

About the role

  • Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level
  • Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently
  • Proactively identify and solve challenges by developing a deep understanding of each client’s business
  • Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes
  • Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement
  • Assist in implementation of new tools and software
  • Own the monthly, quarterly, and year-end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items
  • Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services
  • Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines
  • Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets
  • Review client financial performance on a monthly basis and make recommendations for improvement
  • Assist clients with the proper recording of transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance
  • Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements
  • Perform other related duties as necessary or assigned
  • Comply with the firm’s policies and procedures, such as timesheet submission, attendance policy, etc.

Requirements

  • Bachelor’s degree in accounting or a related field
  • CPA license
  • Previous work experience as a Controller or similar role
  • In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
  • Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
  • Advanced level MS Excel skills
  • Excellent organizational skills and attention to detail
  • Motivated, quick learner with strong communication skills and demonstrated professionalism
  • Able to work independently and as part of a team to see projects through to completion
  • Individuals must be eligible to work in the U.S.
Benefits
  • Medical
  • Dental
  • 401(k)
  • Pension
  • More
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
full-cycle accountingtransaction recordingjournal entriesbalance sheet account reconciliationsaccrualsGAAP compliancerevenue recognitionASC 606advanced MS Excelproject management
Soft Skills
client-facingrelationship buildingproblem-solvingorganizational skillsattention to detailcommunication skillsteam collaborationindependencemotivationprofessionalism
Certifications
Bachelor’s degree in accountingCPA license