Controller

Company Profile:

Requisition Number: 2236424

Position Title:

External Description: Description & Requirements

The Controller collaborates closely with the CFO, firm executives, and partners to support financial reporting, analysis, and research. This role requires advanced expertise in accounting principles and tax law, including a strong understanding of applicable state and federal regulations. The Controller must be able to quickly learn and consistently apply the firm's policies and procedures.

What You Will Do:

• Prepare financial reporting, analysis, and research related to financial performance and productivity
• Manage the firm's corporate credit card program
• Research and resolve financial reporting inquiries from firm executives and partners
• Communicate with the firm's bank executives regarding cash management
• Serve as a resource for partner and retired partner inquiries regarding benefits, payments, and employment verification
• Lead the National Office accounting team and provide guidance on accounting matters
• Review and approve accounts payable batches
• Prepare WIP and AR allowance worksheets and related journal entries
• Prepare sensitive and confidential analyses as directed by the CEO, COO, or CFO
• Review sales and use tax returns
• Review financial presentations for firm executives
• Assist with the compilation and analysis of consolidated budgets
• Support the CFO in preparing firm tax work papers, tax returns, partner K-1s, and tax mailings
• Review personal property tax renditions across multiple states
• Manage billing and assembly of 1040s for high-net-worth individuals
• Review government surveys based on the firm's financial data

Minimum Qualifications:

• Bachelors Degree
• 5+ years of experience leading financial reporting, budgeting, and compliance functions, with a deep understanding of GAAP and tax regulations
• Proficient in Microsoft Office Suite

Preferred Qualifications:

• Master's Degree
• 10+ years of relevant experience
• Current and valid CPA (Certified Public Accountant) license

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City: Charlotte

State: North Carolina

Community / Marketing Title: Controller

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.