Controller

Pay: $85,000.00 - $125,000.00 per year

Why This Is a Great Opportunity

• Join a high-trust private wealth organization that supports high- and ultra-high-net-worth clients in a sophisticated, detail-driven environment.
• Take ownership of accounting and financial reporting across multiple professional services entities in a role with real visibility to leadership.
• Build and improve reporting, dashboards, cost accounting, and profitability analysis that directly influence strategic decisions.
• Step into a hands-on leadership role where your accuracy, judgment, and systems mindset will make an immediate impact.
• Be part of a professional, stable team that values discretion, excellence, and high-level client service.

Location: This is a full-time, on-site opportunity based in Salt Lake City, Utah, ideal for someone who wants to work closely with leadership and be fully embedded in the day-to-day financial operations of the organization.

Note: Must have 3+ years of accounting, finance, or controller-level experience, along with strong QuickBooks Online expertise and experience producing robust financial reporting and profitability analysis.

About Us

We are a well-established private wealth organization operating in a high-trust, high-touch professional environment. Our team supports sophisticated clients with a strong emphasis on discretion, precision, and exceptional service. We value professionalism, accountability, and people who take pride in doing important work at a high level. Confidential Employer.

Job Description

• Oversee financial management, reporting, and accounting operations across multiple affiliated professional services entities
• Prepare and maintain daily cash reporting for leadership
• Build monthly and annual financial reporting packages
• Prepare budget-to-actual reporting and support annual budgeting and forecasting
• Create and maintain financial dashboards that give leadership better visibility into firm performance
• Develop cost accounting and profitability reporting related to professional time, billing, and service line performance
• Ensure the accuracy and integrity of accounting records and financial reports
• Oversee general ledger, accounts receivable, accounts payable, and monthly close activities
• Prepare and review monthly financial statements
• Manage billing oversight, collections workflows, and firm-wide AR processes
• Ensure vendors are paid accurately and on time
• Coordinate with outside accounting partners and tax advisors as needed
• Oversee payroll processing and payroll reporting in coordination with outside providers
• Serve as the internal owner of financial systems and help improve processes as the organization grows
• Maintain and optimize accounting system performance, including integrations between billing, accounting, and reporting tools
• Act as the internal QuickBooks Online subject matter expert

Qualifications

• 3+ years of accounting, finance, or controller-level experience
• Strong expertise in QuickBooks Online
• Experience producing high-quality financial reporting and financial analysis
• Experience building cost accounting and profitability reporting
• Strong understanding of accounting principles and financial controls
• Exceptional attention to detail and organizational skills
• Ability to balance strategic oversight with hands-on execution
• Experience in a law firm, accounting firm, financial firm, or other professional services environment is preferred
• Controller or Accounting Manager experience is preferred
• Multi-entity experience is preferred

Why You Will Love Working Here

This is a chance to do meaningful, high-visibility work in a professional and respected organization where detail, trust, and quality matter. You will have the opportunity to help leadership see the business more clearly, improve financial operations, and build better reporting infrastructure over time. It is an excellent fit for someone who enjoys ownership, values professionalism, and wants to contribute in a sophisticated private wealth environment.

JPC-798

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Vision insurance