Client Controller / CFO

Purpose of the role:

Maintain client accounting and prepare financial statements for each Company of the client. High level of client communication and customer service.

  • Reports to: Operations Manager
  • Hours: Full-time

The Ideal Candidate

An upbeat, multi-tasker, that has great attention to detail. The Client Controller should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.

Key Responsibilities & Duties:

  • Review data entry, reconciliations, and WPS provided by client managers or bookkeepers
  • Prepare review notes/ items to be fixed and direct to client manager or bookkeeper
  • Prepare higher level journal entries within clients books
  • Add specific WPS to existing WPS on higher level entries/ questions
  • Prepare and submit financials to clients by due dates set by clients
  • Ensure review notes are fixed within 1 week
  • Prepare all Compliance items for clients needs by required deadlines
    • Sales tax
    • 1099's
    • Excise tax
    • Income tax
    • BPAR tax
    • etc
  • Meetings & communications with clients
  • Client consulting on various software programs
  • Tracking of departments deadlines and reporting to operations manager
  • Client advisory services based off clients needs
  • Occasional data entry of Level 3 clients
  • Other duties as assigned by Operations Manager

Work Experience, Skills & Strengths

  • Office / bookkeeping experience
  • Tax preparation experience
  • Ability to learn new software
  • Ability to write professional emails
  • Good customer service skills

Academic, Certifications & Trade Qualifications

  • High school graduate or GED required
  • Accounting / Finance degree preferred
  • Microsoft Office experience preferred
  • QuickBooks® Online experience preferred