We are looking for a Controller to lead accounting and tax activities for our firm. This position is ideal for a licensed accounting specialist who enjoys balancing day-to-day financial oversight with hands-on tax preparation and planning. The successful candidate will play a central role in maintaining accurate records, supporting cash flow needs, and delivering meaningful financial insight to leadership. Responsibilities:• Lead the preparation and filing of federal, state, and local tax returns, ensuring submissions are complete, accurate, and delivered on schedule.• Develop tax strategies by managing estimates, extensions, and supporting schedules while identifying opportunities to improve tax efficiency.• Investigate complex tax questions, assess potential business impact, and present clear guidance to leadership.• Respond to inquiries from tax agencies and work with external advisors when additional support or representation is needed.• Oversee the accounts payable process, including reviewing invoices, maintaining vendor information, and ensuring timely disbursement of funds.• Track liquidity needs by monitoring cash positions and preparing forecasts and budgets to support operational and upcoming financial commitments.• Record incoming payments, reconcile receipts, and maintain accurate recognition of advisory revenue and other cash activity.• Manage the general ledger, complete bank reconciliations, and direct month-end and year-end closing activities.• Produce financial statements, budget reports, and analysis related to profitability, cash flow, and variance trends.• Strengthen financial controls and refine accounting and tax procedures to improve accuracy, efficiency, and compliance.

• Active CPA license is required. • Bachelor’s degree in Accounting or a closely related discipline. • Proven ability to independently prepare and finalize tax returns with substantial hands-on tax experience. • Strong understanding of federal, state, and local tax regulations, including tax research and planning practices. • Progressive accounting experience covering financial reporting, budgeting, cash management, and full-cycle accounting responsibilities. • Proficiency with tax software, accounting platforms, and Microsoft Excel. • Strong organizational skills, sound judgment, and the ability to manage sensitive information and multiple deadlines effectively. • Background in public accounting or experience supporting wealth management, investment advisory, family office, or financial services environments is preferred.

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Cleveland, OH
onsite
Permanent / Full Time
140000 - 150000 USD / Yearly
We are looking for a Controller to lead accounting and tax activities for our firm. This position is ideal for a licensed accounting specialist who enjoys balancing day-to-day financial oversight with hands-on tax preparation and planning. The successful candidate will play a central role in maintaining accurate records, supporting cash flow needs, and delivering meaningful financial insight to leadership. Responsibilities:• Lead the preparation and filing of federal, state, and local tax returns, ensuring submissions are complete, accurate, and delivered on schedule.• Develop tax strategies by managing estimates, extensions, and supporting schedules while identifying opportunities to improve tax efficiency.• Investigate complex tax questions, assess potential business impact, and present clear guidance to leadership.• Respond to inquiries from tax agencies and work with external advisors when additional support or representation is needed.• Oversee the accounts payable process, including reviewing invoices, maintaining vendor information, and ensuring timely disbursement of funds.• Track liquidity needs by monitoring cash positions and preparing forecasts and budgets to support operational and upcoming financial commitments.• Record incoming payments, reconcile receipts, and maintain accurate recognition of advisory revenue and other cash activity.• Manage the general ledger, complete bank reconciliations, and direct month-end and year-end closing activities.• Produce financial statements, budget reports, and analysis related to profitability, cash flow, and variance trends.• Strengthen financial controls and refine accounting and tax procedures to improve accuracy, efficiency, and compliance.
2026-09-17T00:00:00Z

Controller Job in Cleveland, OH | Robert Half