Assistant Controller

Concero; St. Louis (MO); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Hybrid-remote after training

Job summary

Concero seeks an Assistant Controller to manage day-to-day accounting operations and support leadership with accurate financial information. This role leads staff, ensures internal controls, supports audits and regulatory filings, and participates in budgeting and strategic planning. After an initial training period, a hybrid-remote schedule is available, enabling flexible collaboration across the organization.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• CPA license is strongly preferred.
• Minimum eight years of progressively responsible accounting experience.
• Minimum five years of supervisory/management experience required.
• Experience with month-end and year-end close processes.

Responsibilities

• Oversee daily accounting operations including AP, payroll, and GL.
• Coordinate monthly, quarterly, and annual close to ensure accurate reporting.
• Prepare and review financial statements and management reports.
• Support audits, tax filings, and compliance with regulations.
• Develop budgets, forecasts, and long-range financial plans.
• Improve financial systems, processes, and internal controls.

Skills

Leadership

Financial reporting

GAAP

ERP systems

Microsoft Excel

Internal controls

Accounting software

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

Payroll applications

Accounting software

Job description

Under the leadership of the Senior Director, Finance, this position will oversee the day-to-day accounting operations of the Company, collaborating closely with Company leadership and Business Office departments to provide accurate financial information and support strategic decision-making. The Assistant Controller will be responsible for ensuring the accuracy and integrity of financial records, maintaining effective internal controls, supervising accounting staff, coordinating financial reporting activities, and supporting compliance with applicable accounting, tax, regulatory, and Company requirements. After an initial period of training, this position is eligible for a hybrid-remote work schedule.

Key Responsibilities

Accounting Operations

• Assists in directing the daily operations of the accounting department, including Accounts Payable, Payroll, Financial Reporting, General Ledger, and related accounting functions.
• Oversees monthly, quarterly, and annual financial close processes to ensure accurate and timely reporting.
• Reviews journal entries, account reconciliations, accruals, and supporting schedules for accuracy and completeness.
• Ensures the integrity and accuracy of the Company’s financial records and accounting systems.
• Assists in administering accounting operations for all legal entities within the Company and ensures adherence to established accounting policies and procedures.
• Prepares and reviews monthly, quarterly, and annual financial statements and related management reports.
• Assists in the development of annual budgets, forecasts, and long‑range financial plans.
• Performs variance analyses and develops financial metrics, benchmarks, and other management reporting tools.
• Supports Company's leadership by providing financial analyses and recommendations to aid strategic and operational decision‑making.

Internal Controls & Compliance

• Maintains and monitors internal controls designed to safeguard Company assets and ensure compliance with Company policies and procedures.
• Assists in maintaining a documented system of accounting policies, procedures, and financial controls.
• Ensures compliance with applicable accounting standards, tax regulations, and governmental reporting requirements.
• Recommends corrective actions to address financial, compliance, operational, or control deficiencies.

Audit and Tax Support

• Coordinates annual financial statement audits and retirement plan audits.
• Serves as a primary liaison with external auditors, tax advisors, and other financial service providers.
• Assists with the preparation, review, and coordination of federal, state, and local tax filings.

Financial Systems and Process Improvement

• Assists in the administration, enhancement, and optimization of financial systems and reporting tools.
• Participates in financial system implementations, upgrades, integrations, and testing activities.
• Evaluates accounting processes and recommends improvements to increase efficiency, accuracy, and scalability.
• Provides leadership, guidance, training, and development for accounting personnel.
• Promotes an environment of accountability, collaboration, continuous improvement, and high‑quality client service.
• Formally reviews and evaluates the performance and work of team members; prepares performance evaluations and recommends compensation adjustments.

Policies and Procedures

• Routinely reviews Business Office processes and procedures and updates documentation to accurately reflect current practices.
• Ensures accounting processes are documented, standardized, and consistently followed across the organization.

Additional Responsibilities

• Researches and advises management regarding accounting pronouncements, tax regulations, industry trends, and emerging technologies that may impact the Company.
• Supports the administration of the Company’s employee benefit and retirement plans.
• Maintains professional and technical knowledge through continuing education, professional organizations, training programs, and industry involvement.

Knowledge, Skills and Abilities Required

• Thorough understanding of accounting operations, internal controls, financial statement preparation, and financial analysis.
• Demonstrated leadership and supervisory skills, including employee development, performance management, delegation, and accountability.
• Strong analytical, organizational, and problem-solving abilities.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Experience working with ERP systems, accounting software, payroll applications, and relational databases.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Ability to maintain confidentiality and exercise sound professional judgment.
• Ability to collaborate effectively with attorneys, management, employees, and external advisors.
• Ability to collect, analyze, interpret, and present financial information effectively.
• Must possess strong attention to detail and commitment to accuracy, the ability to balance multiple projects, and strong time management skills.
• Ability to process routine daily functions while being able to resolve sensitive issues and complex assignments utilizing above‑average critical thinking skills.

Experience and Education Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA License strongly preferred.
• Minimum of eight (8) years of progressively responsible accounting experience required.
• Minimum of five (5) years of prior supervisory or management experience required.
• Experience managing month‑end and year‑end close processes required.
• Experience coordinating audits and financial reporting activities required.
• Experience within a law firm, professional services firm, partnership environment, or similar professional organization strongly preferred.
• Experience with financial systems implementations, reporting tools, and business process improvements preferred.

Key Responsibilities

• Prepares federal estate tax returns (Form 706), including compilation of asset information, review of valuations, portability elections, deductions, and supporting schedules.
• Prepares federal gift tax returns (Form 709), including split‑gift elections and lifetime exemption tracking.
• Prepares fiduciary income tax returns (Form 1041) and related state filings in coordination with supervising attorneys.
• Reviews prior tax returns and financial documentation to support attorneys in estate planning strategy and generation‑skipping transfer tax analysis.
• Gathers and analyzes financial records necessary for tax compliance, coordinating with clients, financial institutions, appraisers, and other advisors.
• Maintains organized tax workpapers and supporting documentation consistent with Company standards and regulatory requirements.
• Assists with trust and estate administration matters, including drafting routine probate pleadings, inventories, accountings, and related documentation as appropriate.
• Coordinates trust funding and asset transfers, including communication with banks, brokers, insurance companies, and other third parties.

Knowledge, Skills and Abilities Required

• Must possess a high level of professionalism and interpersonal skills so as to be able to work well with client, client advisors and employees at all levels within the organization and maintain all information in the strictest of confidence. Required to use tact and diplomacy when dealing with others.
• Proficient with Microsoft Office software, including Outlook, Word and Excel.
• Must have strong technical skills including Adobe and the ability to quickly learn new technology.
• Must have the ability to read, write and communicate in fluent English; ability to analyze complex documents and compose documents in the appropriate business style using correct grammar and spelling; ability to communicate clearly using proper grammar and diction over the telephone.
• Must be detail‑oriented and have excellent organizational skills; ability to balance multiple projects, work independently and have strong time management skills, as well as prioritize workload.
• Must be a dynamic and creative thinker, and adept at solving problems.
• Must have ability to reason and apply common‑sense understanding to situations encountered.
• Ability to process routine daily functions while being able to resolve sensitive issues and complex assignments utilizing above‑average critical thinking skills.
• Must be proactive communicating issues relating to assignment expectations and the ability to meet deadlines or expectations.
• Ability to work overtime or travel as needed.

Experience and Education Qualifications

• Associate’s or Bachelor’s degree required.
• Paralegal certificate preferred.
• Minimum of five (5) years of experience in estate, gift, and fiduciary income tax preparation, including substantial experience preparing Forms 706, 709, and 1041 preferred.

Experience in a law firm, accounting firm, or other professional services environment strongly preferred.