Dew Wealth Management · 2 weeks ago
Controller
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $180K/yrDew Wealth Management is a rapidly growing wealth management firm serving entrepreneurs nationwide who run 7-9 figure businesses. They are seeking a Controller to build and lead a premium bookkeeping practice, working directly with elite clients and establishing high-quality standards and processes.
Financial Services
Responsibilities
Design standardized chart of accounts templates for family office and corporate bookkeeping
Create quality control processes that ensure excellence across 100+ clients
Build scalable workflows and systems that maintain quality as you grow
Establish client communication protocols and service standards
Supervise on outsourced bookkeeping team (starting with 1, scaling to 5+ bookkeepers by month 30)
Review and audit bookkeeper work to catch errors before they become problems
Serve as the primary accounting contact for all clients, serving as the "face of the company"
Make technical accounting judgment calls on complex transactions
Ensure compliance with IRS regulations and accounting standards
Communicate with sophisticated entrepreneurs who manage complex financial structures
Conduct financial reviews and answer bookkeeping questions with expertise and gravitas
Build trusted relationships that enhance client retention
Navigate multi-entity structures (LLCs, partnerships, trusts, real estate holdings)
Grow from 20 clients to 100+ within 30 months while maintaining exceptional standards
Hire and train additional bookkeeper resources as needed
Continuously refine processes to improve efficiency and client experience
Qualification
Required
Hands-on technical depth - You've actually closed books, done journal entries, and reconciled accounts yourself. You know debits and credits cold
Multi-client experience - Background in public accounting, a bookkeeping firm, or managing books for multiple entities. Single-company corporate controllers won't thrive here
Management experience - You've supervised or trained accounting/bookkeeping staff
Executive presence - Strong communication skills and confidence interacting with high-net-worth clients
Systems mindset - You love building processes, creating templates, and systematizing for scale
Cash & accrual expertise - You understand both methods and know when IRS regulations require each
Preferred
Family office bookkeeping experience - You've managed books for family office LLCs that track income/expenses across properties, trusts, and investments
Industry expertise - Familiarity with accounting for professional services, coaching/consulting, and/or real estate
Audit background - Big Four or regional firm experience where you saw diverse clients and industries
QuickBooks Online - Experience with QBO and cloud-based platforms
Bachelor's degree - Accounting, Finance, or related field preferred but not required
P&L responsibility for a division or business
Experience building an accounting practice from scratch
CPA certification or working toward it
Complex real estate accounting experience (development, investment properties)
Benefits
Comprehensive health insurance and competitive benefits package
401(k) with employer matching
ESOP equity (at no cost to you)
Flexible PTO policy
Fully remote work
Quarterly team retreats in Scottsdale (all expenses paid)
401(k) 4% Match
Disability insurance
Employee stock purchase plan
Flexible schedule
Flexible spending account
Health savings account
Paid time off
Parental leave
Professional development assistance
Travel reimbursement
Unlimited paid time off
Work from home
Company
Dew Wealth Management
Dew Wealth Management, LLC is an SEC-registered investment adviser located in Scottsdale, Arizona.
Founded in 1999
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Justin E. Crawford
Chief Operating Officer
Company data provided by crunchbase