Financial Controller Jobs

Thomas Doll was founded in the 1960s as a tax practice. As time passed, we discovered ways to further enhance our clients’ business and individual success. We now provide a full circle of investment, retirement plan planning, tax reduction, practice accounting and consulting services. With our deep industry-specific expertise and strong fiduciary commitment, we are well positioned to help physicians and dentists define and achieve their lifelong financial goals.

Every member of our team plays an important role in partnering with our clients to help them manage today’s decisions to prepare for tomorrow’s rewards.

JOB DESCRIPTION

The Controller role is a salaried position with an annual bonus opportunity and a competitive benefits package. Thomas Doll provides medical and dental, long-term disability and accidental death insurance policies. We offer RTO (Responsible Time Off), 401(K) plan with a profit-sharing feature, medical deductible reimbursement, pet insurance, tuition reimbursement, educational assistance and more.

The Controller is responsible for all internal bookkeeping and accounting for five firms

(Partnership, S Corp, C Corp, LLC), including:

• Performs all year-end closeouts.
• Reconciles bank accounts.
• Creates financial statements, balance sheets, and cash flow statements.
• Works closely with COO and partners to identify, recommend, and carry out accounting/bookkeeping process improvements with the firms.
• Advises partners and COO, performing special accounting projects frequently.
• Supervises assistant controller and finance department responsible for accounts receivable, accounts payables, payroll, client billing, banking.
• Advises Partners, in-house bookkeepers, and account managers on best tax practices.
• Oversees company peer review every 3 years.
• Prepares tax returns (income/property/use/1099s etc.) for five companies.
• Monitors cash flow, calculates and distributes quarterly compensation and seasonal bonuses.

REQUIREMENTS

• Solid knowledge of corporate tax law (LLC, C, S, Partnerships)
• Minimum of 5 years accounting experience
• Solid knowledge of payroll tax law
• Exceptional skills with Lacerte, Sage, QBO (QuickBooks online) QuickBooks desktop, and Xero
• Solid knowledge of accounting and tax issues pertaining to dental/medical practice acquisitions, sales, and mergers
• Prior experience as a controller in a midsize firm preferred
• BS in accounting, CPA or similar credentials preferred

ADDITIONAL INFORMATION

• Hybrid work opportunity
• Our corporate office is in the Shadelands Office Park area of Walnut Creek, close to freeways and public transportation.
• This is an exempt, manager role
• This is a Monday through Friday position during regular business hours
• Candidate must be flexible with our busy peak times and adjust their schedule when needed due to business needs.