Controller, Client Accounting Services

Are you ready to redefine your accounting career? At Aldrich, we’re growing our Client Accounting Services (CAS) team—one of the fastest-growing areas in public accounting—to transform how businesses manage their financial functions and how CPA firms serve clients. CAS bridges the gap between in-house expertise and external support, blending the best of Public and Private accounting. 

We’re searching for a forward-thinking Controller to anchor our clients’ financial operations and guide them through the complexities of business and accounting. In this role, you’ll oversee G/L accounting, month-end close, management reporting, and forecasting—serving as a trusted advisor shaping our clients’ success. Join us as we continue our tradition of entrepreneurship and innovation.

You'll Get a Chance To

• Assist staff with accounting questions and issues as they arise
• Develop month-end close procedures and internal controls
• Review account reconciliations, adjusting journal entries, financial statements, and other workpapers
• Participate in transaction processing by developing AR, AP, and Payroll procedures and internal controls, reviewing payroll runs, and monitoring cash positions 
• Review supplemental information related to ratio and KPI reports, budget vs. actual reports, and consolidated schedules
• Help facilitate clients' annual budgeting process and prepare budgets, forecasts, and projections
• Prepare tax and audit reporting packages for clients' tax provider and answer questions
• Manage all aspects of the client relationship
• Coordinate and plan service delivery to clients, including conducting monthly meetings
• Participate in the creation and development of processes and infrastructure designed to service clients
• Work directly with clients on follow-up items from meetings or initiate follow-through on new initiatives 
• Analyze client financial information, assess needs, and determine advanced strategies 
• Develop and mentor Accounting Clerks and Senior Accountants through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals

What You Bring to the Team

• Licensed CPA
• 7+ years of private/public accounting experience, working with businesses in the $1 million to $20 million in revenue range
• Strong attention to detail
• Proven experience building relationships, developing people, and managing teams
• High level of understanding of internal accounting processes and GAAP accounting standards
• Extensive knowledge in the Microsoft 365 Suite

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $115,000 - $135,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

Why Aldrich

Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://aldrichadvisors.com/.

What You Should Know

We are seeking a qualified Licensed CPA to join our team. While we welcome applications from candidates across the following remote states: AK, AZ, CA, CO, ID, MT, NC, NV, TX, UT, or WA, we have a strong preference for individuals located in the Portland, Oregon area. Candidates residing anywhere within the state of Oregon will also be given priority.

To Apply

Submit your resume. A brief cover letter is optional.