Family Office CAAS Assistant Controller

CliftonLarsonAllen; Los Angeles (CA); On-site; USD 93,000 - 157,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen (CLA) seeks an Assistant Controller for Family Office/Business Management in Century City, CA. You will supervise the accounting team, deliver timely financial statements, and implement best practices for client engagements.

The role requires 4 years accounting/financial experience (public accounting preferred; family office experience highly preferred). Proficiency in QuickBooks and advanced Excel/Word/Outlook is expected. Occasional travel may be required.

Qualifications

• Bachelor’s degree required; 4 years of accounting/financial experience required; public accounting preferred; family office experience highly preferred.
• Proficiency with accounting software and systems (QuickBooks preferred).
• Advanced Microsoft Excel, Word, Outlook skills.
• Travel: Primarily in-office travel in Minneapolis with local travel; occasional non-local travel may be required.

Responsibilities

• Perform Assistant Controller functions and manage them for clients.
• Act as consultant and advisor on accounting and finance practices.
• Provide project management by handling multiple clients and deadlines.
• Prepare and analyze client financial statements and make recommendations.
• Build opportunities for clients, communities, and people.
• Attend industry events and trainings to stay current.
• Maintain knowledge of policies, directives, and accounting standards.

Skills

Advanced Excel

Word

Outlook

Clear communication

Education

Bachelor’s degree

Tools

QuickBooks

Agillink system

Job description

CliftonLarsonAllen (CLA) seeks an Assistant Controller for Family Office/Business Management in Century City, CA. You will supervise the accounting team, deliver timely financial statements, and implement best practices for client engagements.

The role requires 4 years accounting/financial experience (public accounting preferred; family office experience highly preferred). Proficiency in QuickBooks and advanced Excel/Word/Outlook is expected. Occasional travel may be required.