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Virtual Controller (Remote)

Skills
Client RelationsCustomer EngagementFinanceFinancial ManagementManagementRelationship DevelopmentRemote Control
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Previous experience in outsourced or fractional controller/CFO services preferred.
  • Strong foundation in accounting and tax with proven ability to provide actionable financial insights.
  • High-level communication skills proficient in dealing with high-net-worth clients.
  • Detail-oriented capable of managing both micro and macro aspects of client engagements.

Nice to have

  • Accounting
  • Tax Expertise
  • Client Relations

Day to day

  • Act as the primary liaison for client-related activities ensuring seamless communication between clients and internal teams.
  • Manage and review client deliverables according to engagement plans to meet all objectives and timelines.
  • Conduct financial reviews and coordinate tax planning and tax return meetings with experts.
  • Resolve client issues promptly to maintain top-tier customer satisfaction.
  • Develop and maintain accurate client budgets and cash flow forecasts.
  • Maintain strong proactive relationships with clients for ongoing satisfaction.