Apply Now
Job Title: Remote Client Controller, CPA Firm
Location: remote, California (Remote Based)
Hiring Company:
Job Title: Remote Client Controller
Job ID: 1060919
Date Posted: July 21, 2026
Employment Type: Full-time
Hiring Company (Organization): Confidential
Location: US Remote (Telecommute)
Applicants must be located in the United States.
Base Salary: $85,000 –$95,000 per year (USD)
Commensurate with experience and qualifications.
Job Description:
The ideal Client Controller is an experienced Client Accounting Services (CAS) professional who combines strong technical accounting, client-facing confidence, and true operational ownership.
Our client is a highly collaborative team of 11 working within a fully remote Client Accounting and Advisory Services (CAS) firm.
They help growing service-based businesses and nonprofits ($2M–$25M revenue) stay financially sharp, organized, and strategic.
Key Responsibilities As Senior Client Controller, you will own controllership delivery across a dedicated portfolio of multi-client CAS engagements:
1. Client Ownership
- Lead recurring financial review calls, walk clients through monthly financial statements, explain variances, and translate complex numbers into actionable business insights.
- Prepare clear financial packages and participate in executive, board, finance committee, or audit meetings across commercial and nonprofit clients.
- Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members as a true partner.
2. Technical Controllership
- Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness.
- Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting where applicable.
- Lead cash flow conversations, maintain rolling forecast tools, explain cash movement, and surface practical concerns for client or CFO attention.
3. CFO Support & Advisory Collaboration
- Partner closely with fractional CFOs/Advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support.
- Identify meaningful trends and provide “light advisory” insights without needing to operate as the full-time CFO.
4. Workflow & Systems Leadership
- Assign, monitor, and review work executed by staff through Karbon. Keep deliverables moving smoothly and proactively resolve bottlenecks.
- Support onboarding and process optimization across client tech stacks (QBO, BILL, Ramp, Fathom, etc.).
Candidate Qualifications
POSITION REQUIREMENTS
- Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously.
- Hands-on experience working with nonprofit clients—including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards.
- Expert-level QuickBooks Online (QBO) proficiency combined with deep accrual accounting and month-end close expertise.
- Proven ability to lead live financial review calls and comfortably communicate with business owners, CEOs, and Executive Directors.
- Authorized to work in the U.S. (W-2) with reliable availability during Pacific Standard Time (PST) business hours.
Tech Stack Proficiency:
- QuickBooks Online (QBO), Excel / Google Sheets modeling.
- Karbon (or similar practice management platforms).
- Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting.
Benefits:
- Competitive compensation and benefits, including 401(k) with a match, performance bonuses
- Fully remote environment with periodic in-person retreats
- Supportive, non-bureaucratic team culture.
- Career growth; work hand-in-hand with experienced CFOs, expanding your skill set into strategic FP&A and forecasting.
- Direct client-facing ownership without being buried purely in back-office workpaper reviews.
- This employer is an Equal Opportunity Employer.