Apply on Employer Site

Dew Wealth Management · 5 days ago

Controller (Remote)

United States

Full-time

Remote

Senior Level

$120K/yr - $180K/yr

Dew Wealth Management is a rapidly growing wealth management firm serving elite entrepreneurs nationwide. The Controller will build a premium bookkeeping practice from the ground up, design systems and processes, and become a trusted financial expert for high-net-worth clients.

Financial Services

Responsibilities

Design standardized chart of accounts templates for family office and corporate bookkeeping

Create quality control processes that ensure excellence across 100+ clients

Build scalable workflows and systems that maintain quality as you grow

Establish client communication protocols and service standards

Supervise on outsourced bookkeeping team (starting with 1, scaling to 5+ bookkeepers by month 30)

Review and audit bookkeeper work to catch errors before they become problems

Serve as the primary accounting contact for all clients, serving as the 'face of the company'

Make technical accounting judgment calls on complex transactions

Ensure compliance with IRS regulations and accounting standards

Communicate with sophisticated entrepreneurs who manage complex financial structures

Conduct financial reviews and answer bookkeeping questions with expertise and gravitas

Build trusted relationships that enhance client retention

Navigate multi-entity structures (LLCs, partnerships, trusts, real estate holdings)

Grow from 20 clients to 100+ within 30 months while maintaining exceptional standards

Hire and train additional bookkeeper resources as needed

Continuously refine processes to improve efficiency and client experience

Qualification

Technical accounting expertiseMulti-client experienceManagement experienceSystems mindsetCash & accrual expertiseFamily office bookkeepingIndustry expertiseAudit backgroundQuickBooks OnlineBachelor's degreeCPA certificationP&L responsibilityBuilding accounting practiceComplex real estate accountingExecutive presenceCommunication skills

Required

Hands-on technical depth - You've actually closed books, done journal entries, and reconciled accounts yourself. You know debits and credits cold

Multi-client experience - Background in public accounting, a bookkeeping firm, or managing books for multiple entities. Single-company corporate controllers won't thrive here

Management experience - You've supervised or trained accounting/bookkeeping staff

Executive presence - Strong communication skills and confidence interacting with high-net-worth clients

Systems mindset - You love building processes, creating templates, and systematizing for scale

Cash & accrual expertise - You understand both methods and know when IRS regulations require each

Preferred

Family office bookkeeping experience - You've managed books for family office LLCs that track income/expenses across properties, trusts, and investments

Industry expertise - Familiarity with accounting for professional services, coaching/consulting, and/or real estate

Audit background - Big Four or regional firm experience where you saw diverse clients and industries

QuickBooks Online - Experience with QBO and cloud-based platforms

Bachelor's degree - Accounting, Finance, or related field preferred but not required