Assistant Controller - Client Accounting Services (CAS)

What our team does

PAS is where public and private accounting meet. PAS serves a wide range of clients and offers a vast array of services from after-the-fact bookkeeping to full back office monthly close procedures. As a member of the team, you will get the client variety that being a public accountant offers with the general ledger-focused nature of private accounting.

What you’ll be doing

• Serve as the key point of contact for clients, coordinating the collection of financial data and supporting documentation
• Collaborate with the PAS Controller to assess and implement client reporting requirements in accordance with service agreements
• Support client onboarding activities, ensuring timely and accurate setup of accounting processes and deliverables
• Review financial statements and supporting workpapers to ensure accuracy, completeness, and adherence to accounting standards
• Support the timely completion of monthly, quarterly, and annual close processes in alignment with established deadlines
• Partner with the PAS Controller to enhance financial reporting packages and deliverables
• Supervise and provide day-to-day oversight of 2-4 bookkeepers
• Train, mentor, and develop team members, ensuring continuous improvement in performance and technical skills
• Demonstrate leadership by proactively managing projects and guiding team execution
• Develop, document, and maintain standardized and client-specific accounting processes and workflows
• Create and refine financial reporting templates based on client requirements and service agreements
• Identify opportunities for process improvements and drive implementation in collaboration with leadership
• Provide support for internal teams and external clients related to accounting systems and software utilization
• Troubleshoot system and process issues, ensuring effective resolution and improved efficiency

What you’ll need for this position

• Role-Specific Qualifications
• Bachelor’s degree in Accounting
• 3 to 5 years of accounting experience preferred
• Experience with financial reporting
• Demonstrated success in preparing and presenting accounting client deliverables
• Prior supervisory or team lead experience is valued
• Experience working with agricultural clients is a strong plus
• Digital Fluency
• Proficiency with QuickBooks Online, QuickBooks Desktop, and Xero; Experience with Basis a plus
• Comfort navigating and learning new technologies, including AI enabled accounting tools and digital workflows
• Ability to troubleshoot and support accounting software used by internal teams and clients
• Critical Thinking & Professional Skills
• Strong analytical and problem solving abilities
• Excellent communication skills with the ability to explain financial information clearly
• Detail oriented mindset with the ability to balance accuracy and efficiency
• Demonstrated ability to mentor, coach, and build trust within a team

Compensation

A reasonable estimate of the current range is $56,000 to $85,000/year.

Remote Eligibility

This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list.

EEO

Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.