EP Wealth Advisors
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Assistant Controller
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EP Wealth Advisors 1 day ago Be among the first 25 applicants Join to apply for the
Assistant Controller
role at
EP Wealth Advisors Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 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. Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 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
#INDSJ
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at EP Wealth Advisors by 2x Get notified about new Assistant Controller jobs in
Torrance, CA . Long Beach, CA $100,000.00-$120,000.00 1 month ago Carson, CA $125,000.00-$135,000.00 1 week ago Long Beach, CA $100,000.00-$120,000.00 3 weeks ago Gardena, CA $145,000.00-$180,000.00 2 weeks ago Los Angeles Metropolitan Area $86,199.00-$134,317.00 3 weeks ago Inglewood, CA $75,000.00-$85,000.00 2 months ago Torrance, CA $100,000.00-$130,000.00 6 days ago Los Angeles Metropolitan Area 3 weeks ago Santa Monica, CA $150,000.00-$170,000.00 1 day ago Junior Accountant (Entry-Level) | Full-Time | On-Site in Hollywood, CA
Hawthorne, CA $130,000.00-$180,000.00 3 weeks ago Los Angeles Metropolitan Area $26.00-$28.00 3 weeks ago Culver City, CA $115,000.00-$147,996.00 1 week ago Los Angeles Metropolitan Area $150,000.00-$225,000.00 3 weeks ago Los Angeles, CA $70,000.00-$80,000.00 2 weeks ago Los Angeles, CA $140,000.00-$180,000.00 2 weeks ago Signal Hill, CA $90,000.00-$180,000.00 2 days ago Cypress, CA $71,000.00-$135,000.00 1 day ago Los Angeles Metropolitan Area $70,000.00-$80,000.00 2 weeks ago Beverly Hills, CA $115,000.00-$130,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Assistant Controller
role at
EP Wealth Advisors 1 day ago Be among the first 25 applicants Join to apply for the
Assistant Controller
role at
EP Wealth Advisors Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 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. Description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 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
#INDSJ
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.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Referrals increase your chances of interviewing at EP Wealth Advisors by 2x Get notified about new Assistant Controller jobs in
Torrance, CA . Long Beach, CA $100,000.00-$120,000.00 1 month ago Carson, CA $125,000.00-$135,000.00 1 week ago Long Beach, CA $100,000.00-$120,000.00 3 weeks ago Gardena, CA $145,000.00-$180,000.00 2 weeks ago Los Angeles Metropolitan Area $86,199.00-$134,317.00 3 weeks ago Inglewood, CA $75,000.00-$85,000.00 2 months ago Torrance, CA $100,000.00-$130,000.00 6 days ago Los Angeles Metropolitan Area 3 weeks ago Santa Monica, CA $150,000.00-$170,000.00 1 day ago Junior Accountant (Entry-Level) | Full-Time | On-Site in Hollywood, CA
Hawthorne, CA $130,000.00-$180,000.00 3 weeks ago Los Angeles Metropolitan Area $26.00-$28.00 3 weeks ago Culver City, CA $115,000.00-$147,996.00 1 week ago Los Angeles Metropolitan Area $150,000.00-$225,000.00 3 weeks ago Los Angeles, CA $70,000.00-$80,000.00 2 weeks ago Los Angeles, CA $140,000.00-$180,000.00 2 weeks ago Signal Hill, CA $90,000.00-$180,000.00 2 days ago Cypress, CA $71,000.00-$135,000.00 1 day ago Los Angeles Metropolitan Area $70,000.00-$80,000.00 2 weeks ago Beverly Hills, CA $115,000.00-$130,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr