Remote Assistant Controller

Overview

An established leader in outsourced virtual accounting services is seeking an Assistant Controller to provide high-level support to multiple Controllers. This role involves assisting with client-related financial tasks including financial analysis, KPI development, reporting dashboard maintenance, tax form review, audit coordination, and implementation of accounting changes. The position requires strong multitasking abilities, discretion, and excellent communication skills.

Responsibilities

• Assist Controllers with month-end closing and serve as backup to the Controller team
• Identify areas for client improvement and recommend solutions
• Maintain and develop client reporting dashboards, including custom KPIs and integration of external industry data
• Research and develop industry-specific KPIs and benchmarks; prepare related commentary
• Prepare and analyze financial models using sensitivity analysis and other techniques
• Review and approve various tax forms such as sales & use tax, franchise tax, and occupancy tax
• Complete annual tax return reconciliations and recommend adjustments
• Support 1099, W-2, and fringe benefit issues
• Assist external auditors and Controllers with documentation for audits and regulatory requirements
• Coordinate with clients’ tax advisors
• Review and interpret legal documents for proper accounting treatment (e.g., contracts, leases, bank covenants)
• Support client transitions and provide feedback to Controllers on direct reports
• Assist with implementation of third-party applications and accounting-related changes
• Attend Controller group meetings
• Assist with year-end 1099 reviews as needed
• Participate in training and team meetings (some travel may be required)
• Perform other duties and special projects as assigned

Requirements

• Minimum 7 years of relevant accounting experience
• At least 1 year of experience in a CPA firm or outsourced accounting environment preferred
• Bachelor’s degree in accounting or related field
• Strong knowledge of generally accepted accounting principles (GAAP) and tax regulations
• Proficiency in QuickBooks Online required; experience with QuickBooks Desktop, SaasAnt, NetSuite, and Sage Intacct preferred or willingness to learn
• Experience with third-party applications such as Bill.com, TPI, Tallie, Team Work, and budgeting/forecasting tools preferred or willingness to learn
• Advanced skills in Microsoft Office, especially Excel and Outlook
• Experience with financial systems and data query tools
• Ability to work independently with minimal direction
• Strong analytical, project management, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, multi-client environment
• Friendly, outgoing personality with strong customer service skills
• High attention to detail and accuracy
• Comfortable working remotely and using virtual meeting tools such as Zoom

Preferred Qualifications

• Demonstrated emotional intelligence and ability to adapt to various management styles
• Experience interpreting legal documents for accounting purposes
• Ability to exercise sound judgment and decision-making
• Self-motivated with a positive, can-do attitude

Compensation & Benefits

• 100% remote, W-2 position
• Option for compressed work week
• Self-managed paid time off and paid holidays
• Group medical, dental, life, vision, and accident insurance
• 401(k) plan
• Participation in an annual company-wide bonus incentive plan
• $25 monthly internet stipend
• Virtual employee groups, clubs, and activities
• Casual dress code

Location

This is a fully remote position.

Candidates interested in this role should submit a resume and cover letter explaining their fit for the position, including salary requirements. Only applicants who provide these materials will be considered.

The employer is an equal opportunity organization committed to diversity and inclusion, and does not discriminate based on any legally protected status.