Remote Client Controller, CPA Firm

Key Responsibilities

• Own controllership delivery across a dedicated portfolio of multi-client CAS engagements.
• Technical Controllership
• CFO Support & Advisory Collaboration
• Workflow & Systems Leadership

Candidate Qualifications

• Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously.
• Hands-on experience working with nonprofit clients—including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards.
• Expert-level QuickBooks Online (QBO) proficiency combined with deep accrual accounting and month-end close expertise.
• Proven ability to lead live financial review calls and comfortably communicate with business owners, CEOs, and Executive Directors.
• Authorized to work in the U.S. (W-2) with reliable availability during Pacific Standard Time (PST) business hours.

Position Requirements

• Tech Stack Proficiency: QuickBooks Online (QBO), Excel / Google Sheets modeling, Karbon (or similar practice management platforms).
• Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting.

Benefits

• Competitive compensation and benefits, including 401(k) with a match, performance bonuses
• Fully remote environment with periodic in-person retreats
• Supportive, non-bureaucratic team culture
• Career growth; work hand-in-hand with experienced CFOs, expanding your skill set into strategic FP&A and forecasting
• Direct client-facing ownership without being buried purely in back-office workpaper reviews