CAAS Assistant Controller - Family Office jobs in United States
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CLA (CliftonLarsonAllen) · 9 hours ago

CAAS Assistant Controller - Family Office

CLA (CliftonLarsonAllen) is a company that creates opportunities for its employees. They are looking for an Assistant Controller with Family Office industry experience to provide customized accounting services and support to clients, while managing an accounting team and delivering financial statements and best practices.

AccountingConsultingOutsourcing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Perform Assistant Controller functions as part of the client’s accounting services team and manage these functions for your clients
Act as a consultant and advisor to your clients on best practices for accounting and finance-related engagements
Provide project management expertise by managing multiple clients, work, and deadlines
Prepare and analyze client financial statements and make recommendations
Foster and build opportunities for our clients, communities, and people
Become an industry professional and attend industry-leading events and trainings
Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards

Qualification

Family Office experienceAccounting principles knowledgeProject management expertiseQuickBooks proficiencyMicrosoft Excel proficiencyOrganization skillsInterpersonal skillsClear communicationTeam collaboration

Required

Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree
4 years of relevant accounting and/or financial 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.)
An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting
Strong organization skills/goal orientation/self-motivation
Ability to handle pressure in a positive professional manner
Excellent interpersonal skills
Communication that is clear, concise, and considerate of the needs of others
Ability to work cooperatively with others and value the different contributions people make
Proven success in managing work and key client relationships to exceed client expectations

Preferred

Public accounting experience preferred
Relevant work experience with Family Office is highly preferred
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
Complete list of benefits here
Health, dental, vision, 401k and much more.

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

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 reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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T
Todd A. Steiner
Outsourcing CFO
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Company data provided by crunchbase