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Controller / Treasurer

Position Summary: 

TaxConnex is seeking a Controller/Treasurer to add to our team. This would be a critical member of the TaxConnex Operations Team and a major contributor to the company's success. The role is a combination of Treasury Services (payment processing for tax return remittances) and Accounting. The role reports to the CEO/CFO of the company and partners with Operations to ensure the compliance process is successful. 


Essential Functions & Responsibilities:


  • Monitor and control daily bank transactions with tax return remittances (over $130M per month.)
  • Manage positive pay activites with bank
  • Monitor and reconcile deposits into fiduciary accounts aligned by customer
  • Execute ACH Debit process to withdraw funds from customer's accounts
  • Execute ACH Credit payments and supervise check processing
  • Convert USD to CAD, AUD, GPB and NZ and manage related checks and wires

  • Manage all aspects of the general ledger
  • Manage accounts receivable and accounts payable
  • Process payroll and 401K contributions
  • Prepare practitioner invoice summary and research discrepancies

Financial Reporting
  • Prepare and consolidate financial statements
  • Provide monthly, quarterly and year-end analyses

Internal Audit (SOC)
  • Assist with managing and monitoring internal controls and audit activities

Process Documentation and Support
  • Develop and maintain Treasury procedures
  • Provide input for processes and system improvements
  • Respond to Treasury support requests

Position Requirements

Experience and Education 
  • Bachelor's degree in accounting
  • CPA preferred
  • 5-7 years in accounting roles with increasing responsibility, preferably including some public accounting
  • Assistant controller or accounting manager preferred

Personal Attributes
  • Strong analytical, technology, communication, and organizational skills
  • Self-starter, strong initiative 
  • Possess a service-oriented approach to all work activities
  • Ability to manage shifting priorities
  • Analytical reasoning with the ability to learn, process information and solve problems
  • Detail oriented with strong accountability and follow-up
  • Comfortable learning new technology and providing guidance to others

Critical Company Competencies:

In additional to the above noted functional skills and position requirements, TaxConnex focuses on behavioral competencies to drive our culture, company and individual success.  A few of these competencies most relevant to working at TaxConnex are: 

  • A strong “client-first” mentality
  • An entrepreneurial spirit and desire characterized by personal initiative and deep commitment
  • Willing to roll-up their sleeves and do what is necessary to grow and delight clients
  • Proactive with a high sense of urgency and responsiveness
  • Detail Oriented
  • Analytical reasoning with the ability to learn, process information, and solve problems
  • Communicates thoughts clearly and effectively, verbally and written. Listening skills to interpret both the verbal and non-verbal messages
  • Delivers on performance goals and is consistent in meeting client commitments
  • Makes efficient use of resources and time and follows internal processes
  • Teamwork - Develops and fosters effective relationships within and across teams to achieve results in an environment of mutual respect

To inquire about the position, submit your resume to