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We're growing our Accounting team and looking for a process-driven Assistant Controller to support a portfolio of clients. The Assistant Controller manages accounting operations, owns month-end close activities, prepares financial reporting, and develops junior accountings. This role works closely with a Controller and offers opportunities for professional growth and expanded client leadership. Hybrid work, Mondays in office at San Rafael HQ is required.
What You'll Do
- Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
- Review and validate work before Controller review.
- identify discrepancies, errors, red flags, unusual items, and proactively raise questions and recommendations early.
- Build understanding of how the numbers connect — not just complete tasks, understand their impact on financial statements and client needs.
- Communicate directly with clients on day-to-day matters, looping in the Controller when needed.
- Provide day-to-day guidance to advanced accountants on client accounts.
- Coordinate workflows, priorities, deadlines, and delegation across client team.
- Maintain accurate and current client procedures, checklists, and workflow documentation in Asana.
- Communicate about workload, deadlines, resource needs and project risks early.
What You'll Bring
- 2–4 years of full-cycle accounting experience, including hands-on monthly close preparation.
- BA degree in Accounting or related field, or equivalent years of experience.
- Demonstrated rack record of strong, independent work as an staff accountant or similar role — validating work before presenting to clients.
- Strong knowledge of GAAP and how day-to-day accounting impacts financial statements.
- Proficiency with accounting platforms including QuickBooks and Bill.com and excel; experience with Asana or similar project management tools is a plus.
- Experience mentoring, training, or coaching junior accounting staff.
- Strong project management and prioritization skills.
- Proven ability to manage multiple deadlines with accuracy.
- Proactive mindset — self-directed, take initiative, complete work without supervision flagging problems early.
- Professional client-ready communication and presentation style.
- Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.
Compensation Range: $90,000 - $111,000 annually, salaried exempt hybrid position. Mondays in office at San Rafael HQ is required.
Benefits: Medical, Dental, Vision, 401k, Life, Disability, and flexible saving accounts. PTO and paid holidays.
Benefits: Medical, Dental, Vision, 401k, Life, Disability, and flexible saving accounts. PTO and paid holidays.
Why Join Us?
Work alongside experienced Controllers invested in your growth, gain exposure to a diverse client base, and build a clear path toward increased leadership and client ownership within a growing accounting consulting team.
No phone calls or recruiters, please.
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No phone calls or recruiters, please.
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