Controller - AI-Driven Finance Leader (Remote, Equity)

Trust & Will; Charlotte (NC); Remote; USD 165,000 - 185,000; Full time

Benefits offered by this job

Salary + Equity

PTO & holidays

Remote-first culture

Learning & development reimbursement

401(k) with company match

Home office stipend

Job summary

Trust & Will, a remote-first digital estate planning leader, seeks a Controller to drive financial operations during growth. You’ll lead the accounting team, own month-end closes and compliance, design controls, and optimize the tech stack with FP&A collaboration.

Ideal candidates have 10+ years in accounting, 4–5 in leadership, CPA preferred, and a track record in high-growth environments with AI-enabled processes. This role is remote and national in scope.

Qualifications

• Minimum 10 years in accounting with 4–5 in a leadership/controller role.
• CPA certification preferred; experience with startups and high growth.
• Proficient in Ramp and Rillet; AI/automation in workflows.
• Strong internal controls and financial reporting background.
• Experience with GAAP, regulatory standards, and audits.

Responsibilities

• Own accounting operations for Trust & Will and subsidiaries; month-end close, tax compliance, AP/AR.
• Develop and maintain internal controls to scale operations.
• Lead audits and reconciliations with meticulous accuracy.
• Manage accounting tech stack; align with FP&A for integrated systems.
• Collaborate with CFO on cost analysis and strategic planning.
• Oversee vendor relationships and policy compliance.

Skills

Accounting leadership

Big4 + startup

AI in accounting

Communication

Analytical thinking

Team management

Ramp

Rillet

Excel

Google Sheets

IPO readiness

Regulatory compliance

CPA preferred

Education

CPA certification

Bachelor's degree in Accounting

Tools

Ramp

Rillet

Google Sheets

Excel

Job description

Trust & Will, a remote-first digital estate planning leader, seeks a Controller to drive financial operations during growth. You’ll lead the accounting team, own month-end closes and compliance, design controls, and optimize the tech stack with FP&A collaboration.

Ideal candidates have 10+ years in accounting, 4–5 in leadership, CPA preferred, and a track record in high-growth environments with AI-enabled processes. This role is remote and national in scope.