Tax Controller

Position Summary

The Client Controller serves as the technical authority for accounting precision and tax matters, reporting to the Client CFO. While the Client CFO leads advisory strategy and team performance management, the Client Controller retains final authority on accounting determinations and tax technical decisions. The Controller also provides technical input to the Client CFO regarding the accuracy and quality of work delivered by Client Service Managers.

Workflow and Role Alignment

The Client Service Managers are responsible for producing all bookkeeping and accounting work. The Client Controller reviews and approves the financial statements for accuracy and completeness, maintaining final authority over accounting accuracy and tax matters. After approval, the financials are delivered to the Client CFO for advisory interpretation and strategy. The Controller collaborates with the CFO to align tax positioning with the broader business strategy.

Key Responsibilities

• Accounting Accuracy & Financial Review: Review statements prepared by Client Service Managers for accuracy, completeness, and compliance; ensure proper account classifications, reconciliations, and documentation standards; identify discrepancies and provide corrective guidance; approve finalized financials prior to advisory distribution; maintain and improve accounting SOPs and documentation; delegate technical tasks while preserving review authority.
• Tax Compliance & Strategy (Technical Authority): Prepare and review federal, state, and local tax returns for business and individual clients; lead tax planning strategies aligned with client structures; prepare tax projections and advisory calculations; compute and apply tax credits; oversee e-filing processes and ensure timely submission; ensure timely tax payments; manage multi-state filing requirements and Nexus considerations; monitor regulatory changes and adjust client strategy accordingly; ensure financial records comply with current tax regulations; maintain final authority over tax technical determinations.
• Technical Leadership & Mentorship: Serve as an internal resource on complex accounting and tax matters; provide technical coaching to CSMs to improve accuracy and consistency; participate in performance evaluation discussions by providing technical input to the Client CFO; conduct internal training sessions to keep the team current on tax and accounting developments; support firm-wide quality control standards.
• Client Consultation (Tax & Technical Matters): Communicate tax strategies and compliance requirements clearly to clients; provide informed tax guidance tailored to each client’s structure; collaborate with the Client CFO during strategic client discussions when tax expertise is required; build professional, trust-based client relationships.

Required Qualifications & Experience

• Enrolled Agent or CPA preferred, minimum CTEC license required.
• Minimum of three years of accounting experience with a strong emphasis on tax for small businesses.
• Solid understanding of current tax laws and accounting standards.
• Experience working in a fully remote, paperless environment.
• Proficiency with cloud-based systems such as QuickBooks Online, ProConnect, CRM platforms, and similar tools.
• Strong grasp of digital security best practices.
• Excellent written and verbal communication skills.
• Strong analytical, research, and problem-solving abilities.
• Exceptional attention to detail.

Cultural & Professional Standards

• Resilient and positive: handles setbacks professionally and maintains a constructive mindset.
• Supportive team player: contributes to a collaborative environment and celebrates colleague successes.
• Open-minded and inclusive: respects diverse approaches and avoids unnecessary criticism.
• Calm and professional under pressure: maintains composure and respectful conduct in challenging situations.
• Clear and respectful communicator: engages thoughtfully and communicates openly and professionally.
• Strategic and organized: develops thoughtful plans and executes in a structured manner.
• Ethical and values-driven: demonstrates integrity, fairness, and discretion.
• Detail-oriented and accurate: upholds high standards of precision.
• Analytical and insightful: evaluates information to support sound decisions.
• Research-oriented and inquisitive: gathers relevant information and synthesizes findings effectively.
• Efficient and results-driven: delivers high-quality work while managing time and resources responsibly.
• Proactive and forward-thinking: anticipates challenges and acts early.
• Solution-oriented: focuses on actionable next steps.
• Innovative and improvement-focused: seeks opportunities to enhance systems and processes.
• Receptive to feedback: welcomes constructive input.
• Accountable and self-reflective: takes ownership of outcomes without shifting blame.
• Patient and adaptable: demonstrates flexibility when circumstances change.
• Focused on what can be controlled: prioritizes productive action over unnecessary worry.

Performance Expectations / KPIs

• Workflow discipline: daily timesheet compliance; accounting accuracy; financial statement error rate; timeliness of review and approval; documentation completeness standards; reduction in rework or corrections.
• Tax Compliance: on-time filing percentage; accuracy of tax returns; quality and defensibility of tax planning; mitigation of audit exposure.
• Technical Leadership: improvement in CSM accuracy over time; internal training sessions conducted; SOP development and refinement.
• Collaboration: alignment with Client CFO on client strategy; clear tax communication to clients; proactive identification of tax risks or savings opportunities.

Benefits

• Competitive salary and bonus structures
• Comprehensive benefits package for eligible employees
• Continued professional development opportunities
• A collaborative and supportive boutique-firm culture

Position Details

• Location: Remote in United States
• Employment Type: Full-Time or Part-Time
• Salary: 72,262.35 to 89,724.55 USD per year
• Expected hours: 25 – 40 per week
• Work from home: Yes
• Work Location: Remote

Position Disclaimer

This job description outlines the primary responsibilities and expectations of the role. Duties may evolve as business needs change.