CLA (CliftonLarsonAllen) · 5 days ago
CAAS Controller - Family Office
Phoenix, AZ
Full-time
Onsite
Senior Level
$113K/yr - $190K/yr
6+ years expCLA is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are seeking a Controller for their Client Accounting and Advisory Service (CAAS) to support their Family Office practice, focusing on complex accounting transactions and financial analysis.
AccountingConsultingOutsourcing
Hiring Manager
Peter Gonzales
Responsibilities
Assist the accounting team to record complex transactions
Experience dealing with our growing Family Office Practice servicing high net worth individuals and families
Review complex account reconciliations prepared by the accounting team
Complete the monthly, quarterly, and annual adjusting and closing process
Adhere to the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards
Provide detailed review of the general ledger, financial statements and required work papers
Prepare work papers for the independent auditors, if applicable
Analyze and interpret financial information and regularly present to the client’s leadership
Develop budgets, analyze variances and implement corrective actions as needed
Review payroll and payroll tax compliance
Qualification
Required
A BS degree in accounting or related field required
6 years relevant work experience as a Controller or equivalent is required
Accounting back office experience is required
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc)
Ability to travel to local client sites
Preferred
Relevant experience with high net worth individuals, Multiple entity and personal business management is preferred
Experience with trusts highly preferred
Public accounting experience preferred but not required
CPA certification is preferred but not required
QuickBooks experience is preferred
Benefits
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Health, dental, vision, 401k and much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
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2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
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2025-11-04
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