Sr. Client Controller - Sr. Cloud Accountant

Accountix, Inc.; Santa Barbara (CA); Remote; USD 65,000 - 105,000; Full time

Job summary

An established industry player is seeking a dedicated Client Controller to lead a dynamic team in delivering exceptional accounting services. This role emphasizes collaboration, mentorship, and innovative problem-solving, ensuring client finances are managed with precision and care. You will not only oversee financial operations but also guide your team towards professional growth, while actively engaging with clients to provide insightful financial advice. Join a forward-thinking firm that values integrity, trust, and personal development, where your contributions will directly impact the success of diverse clients. If you're a proactive leader with a passion for accounting, this is your chance to shine in a supportive and growth-oriented environment.

Benefits

Full health benefits

401(k) with 4% contribution

Semi-annual performance bonuses

Funds for personal development

In-person retreats once a year

Virtual quarterly company updates

Qualifications

• 3+ years experience in a Client Accounting Services firm is mandatory.
• Proven project management skills and team management experience required.

Responsibilities

• Oversee client finances ensuring smooth and efficient operations.
• Lead and mentor your team while managing high-impact projects.

Skills

Client Accounting Services (CAS)

Process Improvement

Team Management

Project Management

Communication Skills

Problem Solving

Education

CMA

CPA

MBA

Tools

QuickBooks Online

Bill.com

Ramp

Google Sheets/Excel

Fathom

Syft

PowerBI

Job description

Accountix is committed to a fully remote workplace where teamwork, individual growth, and client service go hand-in-hand. We’re excited to meet talented accounting pros who are as dedicated to our clients as we are. Ready to bring your expertise to our team? Let’s make an impact together!

Who We Are

Accountix is a fully remote Client Accounting and Advisory Services firm (CAAS or CAS) headquartered in Santa Barbara, California.

We specialize in clients with revenues between $2-$25M. We target growing non-profits and service-based businesses, but also work with a diverse range of other companies who trust us to keep their finances in shape while they focus on what they do best.

We’re a close-knit team of about 15 who see our work as more than numbers—we’re a close-knit group of problem solvers who genuinely care about each other and our clients. We embrace our non-corporate culture by sticking to our core values, sharing virtual high-fives, and supporting each other with a team-first mentality.

Who You Are

You’re a detailed, numbers-driven pro with a knack for process improvement and team management. You’re not just crunching numbers; you’re a natural mentor who thrives on accountability and helping your team grow. You value open, clear communication and are passionate about the challenge of working across multiple client accounts.

• Experience: 3+ years in a Client Accounting Services (CAS) firm similar to ours is mandatory. Experience managing complex accounting tasks and multi-client workflows is also expected.
• Credentials: CMA, CPA, or MBA are preferred.
• Tech Skills: Mastery of QuickBooks Online, Bill.com, Ramp, Google Sheets/Excel, and other common cloud accounting apps. Experience with reporting and analytics tools like Fathom, Syft, PowerBI, and others will make you stand out. You know how to make technology work for you and aren’t afraid to dive into new tools.
• Project Management: Proven project management skills—juggling deadlines, coordinating teams, and leading accounting projects is second nature.
• Communication: You communicate financial insights in plain language, making complex concepts easy for clients and team members to understand. You are also passionate about small business and have a natural motivation to coach and advise. You’re emotionally intelligent and know how to naturally navigate tricky situations and personalities to solve problems.
• Figure Stuff Out Mindset: You’re resourceful and a natural problem solver. You aren’t about going rogue, but you don’t shrink away from an issue, challenge, or problem. You get excited about finding the solution and teaching others how to solve it too.

What You’ll Be Doing

As our Client Controller, you’ll be the go-to person for making sure that client finances run smoothly, accurately, and efficiently. You’ll oversee a team, support our Client Advisors/CFOs, and be hands-on in improving the way we deliver for our clients. This isn’t a traditional Controller role—think more of a dynamic, collaborative problem-solver than a back-office numbers-cruncher.

• Team Lead & Mentor: Lead, guide, and inspire your team, ensuring projects stay on track, quality standards are met, and team members grow professionally.
• Process Owner: Drive efficient workflows and stay on top of recurring accounting and project-based tasks. You’ll manage systems, optimize processes, and maintain high standards using tools like QuickBooks Online, Bill.com, and Expensify.
• Client-Focused Collaboration: Partner with our Client Advisors to bring financial insights to clients in a way they’ll appreciate and understand. Be ready to jump into client meetings when needed and deliver actionable, numbers-backed insights.
• Project Leader: Manage high-impact projects across client accounts (from Workers Comp audits to system implementations), ensuring each task delivers value and aligns with client goals.
• Strategic Prolem-Solver: Proactively identify bottlenecks and challenges within workflows, balancing long-term efficiency with real-time client needs. Handle complex problems that are identified without hand-holding or step-by-step instruction.

What We Value

Our core values aren’t just wall art—they’re how we roll every day. You’ll thrive here if you identify strongly with the below:

• Trusting and Trustworthy: You’ll be a key point of trust for our clients and our team, so honesty, integrity, and clear communication are essential.
• Balanced: You know that work and life need to coexist, and you manage your life and workload with good judgment and respect for others.
• Own It: This is your team and your clients—take the lead, make the tough calls, and own both your successes and your setbacks.
• Growth-Oriented: We’re all about learning and growing, so you need the curiosity and drive to seek out new skills and refine your craft. Be curious about yourself, others, and our clients.
• Humbly Confident: You know your stuff, but you’re also ready to learn and hear others’ perspectives. Big egos don’t fly here, but respectful confidence does.
• Gritty and Resilient: Some days will be challenging, but you’ll keep pushing forward with a positive attitude, knowing the team has your back.

Why You’ll Love Working with Us

• Culture that Cares: We’re a team that celebrates wins together, laughs together, and learn from setbacks. We strive to make remote work feel personal and connected.
• High Performers Only:We want all-stars and high performers so that you'll fit in with this group. No slackers and no A-holes here.
• Fully Remote Flexible Schedule: We believe in balance—crush your goals, and you’ll have the freedom to manage your time and schedule. We require common sense and coverage during normal Pacific time hours.
• Growth Opportunities: Our structure allows you to grow into roles like Client Advisor and Client CFO, and we support that growth every step of the way.
• Bonuses, Full Benefits, and Perks: Full health benefits, 401(k) with a 4% contribution, semi-annual performance bonuses, and even funds for personal development and fitness. Who doesn’t love a little extra for hitting goals? We also have in-person retreats once a year, virtual quarterly company updates, and many opportunities throughout the year to connect and have fun.

Gnitty Gritty Details (read before applying)

• This is a full-time and remote position.
• You need a quiet and dedicated workspace with a professional background ready for client video calls.
• You must have experience working in a Client Accounting and Advisory Services (CAS) firm that is very similar to ours to be considered.
• Salary is very dependent on experience and your ability to independently produce high-value work.
  • $65,000-$105,000 base salary is the range for this position.
  • To earn the higher range, you must be ready or almost ready to deliver Controllership or CFO advisory services and begin "owning" client relationships. You would be ready to begin transitioning to a role we call Client CFO.
• Bonuses are based on personal and company performance.
• High performers can earn up to 15% with additional avenues to potentially earn more.
• Training is provided and is structured for the first several weeks.
• You will learn "the Accountix way", our software, process, etc.
• You will learn about our clients and shadow various members of the team.
• You will have plenty of opportunities to ask questions and be supported in learning.
• This is a growth hire, not a replacement hire.
• We want all-stars and high performers on our team to work with others just like that!