Century Management Financial Advisors
Controller – Tax Specialist Boutique RIA Wealth Management Firm
Century Management Financial Advisors, Austin, Texas, us, 78716
4 days ago Be among the first 25 applicants
How to Apply Send your resume, a brief cover note, list of references and compensation expectations to Jobs@cm-ic.com with subject line: “Controller – Boutique RIA Wealth Management”.
Location:
Austin, Texas | Flexible Hybrid (2-3 days in office)
Reports To:
Partners / CFO
Role Overview We are a boutique RIA wealth management firm looking for a hands‑on Controller to lead our accounting and finance function. In this role, you will work closely with the firm’s principals, ensure accurate and timely financial reporting, and build scalable processes to support our growth in AUM.
Key Responsibilities
Own month‑end close and prepare monthly and annual GAAP financial statements.
Maintain chart of accounts and ensure accurate books for the RIA and management company.
Revenue, AUM & Advisor Payouts
Track revenue tied to AUM, fee schedules and planning services.
Provide straightforward financial insights to leadership (margins, hiring capacity, tech and office spend).
Budgeting, Cash & Tax
Build and maintain the annual budget and simple rolling forecasts.
Monitor cash flow and working capital; manage banking relationships.
Coordinate with external tax advisors on firm‑level returns and partner K‑1s.
Coordinate with external auditors for annual review.
Controls, Regulatory & Compliance Support
Maintain internal controls over cash, expenses, and payouts.
Partner with compliance to ensure financials support Form ADV and other RIA regulatory requirements.
Prepare financial data requested by regulators and custodians, (if any).
Qualifications
CPA
Tax expertise is strongly preferred.
7–10 years of accounting experience; prior Controller or strong Assistant Controller role.
Experience in RIA, wealth management, or asset management strongly preferred.
Strong GAAP knowledge and ownership of month‑end close.
Comfortable in a small, entrepreneurial environment.
High integrity, strong attention to detail, and clear communication skills.
Nice to Have
Direct experience with AUM‑based billing, advisor comp/payouts, and custodial platforms.
Partnership accounting and K‑1 experience.
What We Offer
Competitive base salary + performance‑based bonus.
Potential for long‑term incentive.
Close collaboration with firm leadership and the chance to shape the financial backbone of a growing boutique RIA.
Flexible - Hybrid schedule (2-3 days in office).
Seniority level Director
Employment type Full‑time
Job function
Accounting/Auditing and Finance
Industries: Investment Management
Referrals increase your chances of interviewing at Century Management Financial Advisors by 2x
Get notified about new Accounting Controller jobs in Austin, TX.
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How to Apply Send your resume, a brief cover note, list of references and compensation expectations to Jobs@cm-ic.com with subject line: “Controller – Boutique RIA Wealth Management”.
Location:
Austin, Texas | Flexible Hybrid (2-3 days in office)
Reports To:
Partners / CFO
Role Overview We are a boutique RIA wealth management firm looking for a hands‑on Controller to lead our accounting and finance function. In this role, you will work closely with the firm’s principals, ensure accurate and timely financial reporting, and build scalable processes to support our growth in AUM.
Key Responsibilities
Own month‑end close and prepare monthly and annual GAAP financial statements.
Maintain chart of accounts and ensure accurate books for the RIA and management company.
Revenue, AUM & Advisor Payouts
Track revenue tied to AUM, fee schedules and planning services.
Provide straightforward financial insights to leadership (margins, hiring capacity, tech and office spend).
Budgeting, Cash & Tax
Build and maintain the annual budget and simple rolling forecasts.
Monitor cash flow and working capital; manage banking relationships.
Coordinate with external tax advisors on firm‑level returns and partner K‑1s.
Coordinate with external auditors for annual review.
Controls, Regulatory & Compliance Support
Maintain internal controls over cash, expenses, and payouts.
Partner with compliance to ensure financials support Form ADV and other RIA regulatory requirements.
Prepare financial data requested by regulators and custodians, (if any).
Qualifications
CPA
Tax expertise is strongly preferred.
7–10 years of accounting experience; prior Controller or strong Assistant Controller role.
Experience in RIA, wealth management, or asset management strongly preferred.
Strong GAAP knowledge and ownership of month‑end close.
Comfortable in a small, entrepreneurial environment.
High integrity, strong attention to detail, and clear communication skills.
Nice to Have
Direct experience with AUM‑based billing, advisor comp/payouts, and custodial platforms.
Partnership accounting and K‑1 experience.
What We Offer
Competitive base salary + performance‑based bonus.
Potential for long‑term incentive.
Close collaboration with firm leadership and the chance to shape the financial backbone of a growing boutique RIA.
Flexible - Hybrid schedule (2-3 days in office).
Seniority level Director
Employment type Full‑time
Job function
Accounting/Auditing and Finance
Industries: Investment Management
Referrals increase your chances of interviewing at Century Management Financial Advisors by 2x
Get notified about new Accounting Controller jobs in Austin, TX.
#J-18808-Ljbffr