Century Management Financial Advisors · 1 month ago
Controller – Tax Specialist Boutique RIA Wealth Management Firm
Austin, TX
Full-time
Hybrid
Senior Level
7+ years expCentury Management Financial Advisors is a boutique RIA wealth management firm looking for a hands-on Controller to lead their accounting and finance function. In this role, you will ensure accurate financial reporting and build scalable processes to support the firm's growth in assets under management (AUM).
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Run day-to-day accounting (GL, A/P, A/R, payroll, expense reimbursements)
Own month-end close and prepare monthly and annual GAAP financial statements
Maintain chart of accounts and ensure accurate books for the RIA and management company
Track revenue tied to AUM, fee schedules and planning services
Provide straightforward financial insights to leadership (margins, hiring capacity, tech and office spend)
Build and maintain the annual budget and simple rolling forecasts
Monitor cash flow and working capital; manage banking relationships
Coordinate with external tax advisors on firm-level returns and partner K-1s
Coordinate with external auditors for annual review
Maintain internal controls over cash, expenses, and payouts
Partner with compliance to ensure financials support Form ADV and other RIA regulatory requirements
Prepare financial data requested by regulators and custodians, (if any)
Qualification
Required
CPA
Tax expertise is strongly preferred
7–10 years of accounting experience; prior Controller or strong Assistant Controller role
Experience in RIA, wealth management, or asset management strongly preferred
Strong GAAP knowledge and ownership of month-end close
Comfortable in a small, entrepreneurial environment
High integrity, strong attention to detail, and clear communication skills
Preferred
Direct experience with AUM-based billing, advisor comp/payouts, and custodial platforms
Partnership accounting and K-1 experience
Benefits
Health
Retirement plan
PTO
Company
Century Management Financial Advisors
From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Scott Van Den Berg
President, COO
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