Assistant Controller

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our HQ office in Torrance, CA is seeking a detail-oriented and highly motivated Assistant Controller to join our finance team. This individual will assist in managing the accounting operations of the firm, ensuring accurate financial reporting, maintaining internal controls, supporting audits, and contributing to strategic financial planning. The ideal candidate brings strong technical accounting skills, financial acumen, a collaborative mindset and a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Salary Range: $120,000 - $150,000 plus annual bonus 

Duties and Responsibilities: 

• Assist in the preparation of quarterly and annual financial statements. 
• Maintain the general ledger and oversee day-to-day accounting functions, including accounts payable, receivables, and payroll. 
• Mentor, develop, and elevate the existing accounting team by providing guidance, training, and growth opportunities. 
• Prepare journal entries, account reconciliations, and financial reports. 
• Ensure compliance with GAAP and other regulatory requirements. 
• Assist with external audits, including preparation of audit schedules and coordination with auditors. 
• Maintain and enhance internal controls, policies, and accounting procedures. 
• Participate in special projects, including M&A integrations, system implementations, and process improvements. 
• Collaborate with internal departments such as operations, compliance, and client services. 
• Maintain documentation for financial processes and internal controls. 

Qualifications

•  Bachelor’s degree in Accounting, Finance, or related field required 
• Active CPA license required 
• 5+ years of accounting experience, with at least 2 years in a supervisory or senior accountant role. 
• Experience in the financial services industry, particularly in RIAs, private equity, or asset management, is highly desirable. 
• Strong understanding of GAAP, revenue recognition, and financial statement preparation. 
• Proficiency in accounting systems (e.g., Microsoft Dynamics, NetSuite, Sage Intacct) and Excel. 
• Excellent attention to detail, analytical skills, and ability to manage multiple priorities. 
• High integrity, discretion, and a strong sense of accountability. 
• Effective communication and interpersonal skills; able to work cross-functionally with finance, operations, and leadership. 

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.