Learntastic
Job Description
Job Description
Location:
Dallas (Working remotely, but could be based out of
Dallas/Austin/Houston) Compensation:
$40,000–$60,000 per year (based on experience) Experience:
10-15 years as Controller Reporting To:
CEO / Family Office Director About the Role
We are seeking a detail-oriented and proactive
Financial Controller
to lead accounting and compliance functions across a group of privately held U.S. entities. This role is ideal for someone who thrives in a fast-paced, multi-entity environment and is confident in managing everything from bookkeeping and reconciliations to tax coordination and GAAP reporting. Key Responsibilities
Accounting & Financial Oversight
Own all
day-to-day accounting : journal entries, reconciliations, and monthly closings
Maintain accurate
general ledgers
across multiple LLCs
Prepare
monthly financial statements
(P&L, Balance Sheet, Cash Flow)
Manage
intercompany transfers , capital contributions, and distributions
Compliance & Tax Coordination
Liaise with external CPAs to support tax filings (1065, 1120, 1040 schedules)
Maintain documentation for
state filings , franchise tax, and annual reports
Ensure 1099 issuance and W-9 collection for U.S. vendors
Stay current on U.S. GAAP and IRS guidelines relevant to the business
Banking & Treasury
Oversee
cash flow tracking
across all entities
Manage banking relationships, wires, vendor payments, and expense reconciliations
Prepare documentation for mortgages, loans, or audits as needed
Systems & Reporting
Maintain organized, audit-ready financial records
Use QuickBooks Online and cloud-based drive (Google Drive or equivalent)
Assist in implementing or refining accounting processes and reporting systems
Qualifications
5+ years of experience in accounting or financial controller role (U.S.-based)
Strong understanding of
GAAP , IRS reporting, and
multi-entity structures
Proficient in QuickBooks Online and Excel
Experience with small businesses, startups, or family-owned entities preferred
Reliable, independent, and capable of managing high-trust financial operations remotely
Bachelor's degree in Accounting or Finance; CPA is a strong plus (not mandatory)
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Job Description
Location:
Dallas (Working remotely, but could be based out of
Dallas/Austin/Houston) Compensation:
$40,000–$60,000 per year (based on experience) Experience:
10-15 years as Controller Reporting To:
CEO / Family Office Director About the Role
We are seeking a detail-oriented and proactive
Financial Controller
to lead accounting and compliance functions across a group of privately held U.S. entities. This role is ideal for someone who thrives in a fast-paced, multi-entity environment and is confident in managing everything from bookkeeping and reconciliations to tax coordination and GAAP reporting. Key Responsibilities
Accounting & Financial Oversight
Own all
day-to-day accounting : journal entries, reconciliations, and monthly closings
Maintain accurate
general ledgers
across multiple LLCs
Prepare
monthly financial statements
(P&L, Balance Sheet, Cash Flow)
Manage
intercompany transfers , capital contributions, and distributions
Compliance & Tax Coordination
Liaise with external CPAs to support tax filings (1065, 1120, 1040 schedules)
Maintain documentation for
state filings , franchise tax, and annual reports
Ensure 1099 issuance and W-9 collection for U.S. vendors
Stay current on U.S. GAAP and IRS guidelines relevant to the business
Banking & Treasury
Oversee
cash flow tracking
across all entities
Manage banking relationships, wires, vendor payments, and expense reconciliations
Prepare documentation for mortgages, loans, or audits as needed
Systems & Reporting
Maintain organized, audit-ready financial records
Use QuickBooks Online and cloud-based drive (Google Drive or equivalent)
Assist in implementing or refining accounting processes and reporting systems
Qualifications
5+ years of experience in accounting or financial controller role (U.S.-based)
Strong understanding of
GAAP , IRS reporting, and
multi-entity structures
Proficient in QuickBooks Online and Excel
Experience with small businesses, startups, or family-owned entities preferred
Reliable, independent, and capable of managing high-trust financial operations remotely
Bachelor's degree in Accounting or Finance; CPA is a strong plus (not mandatory)
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