Controller

**First step in the hiring process is to take the Predictive Index Work Traits and Problem Solving Assessment: https://assessment.predictiveindex.com/bo/628K/Controller\-Indeed\#page0** **Controller** *TaxCredible — Remote (US). Atlanta preferred.* TaxCredible is a tax credit and incentives firm in Atlanta, Georgia. We help businesses claim incentives they’ve earned but haven’t captured. We’re profitable, growing, and at the point where the finance function needs to be owned by one capable person instead of split across an outside bookkeeper and a senior accountant. **What you’d own** The whole finance function. Today our accounting functions are partly outsourced and partly internal, and you’d consolidate it. Full\-cycle bookkeeping, monthly close, AR and AP, invoicing, payroll coordination, expense management, bank reconciliations, and the day\-to\-day work that keeps the financials clean and current. On top of the operations layer, you’d handle: * **Cash flow and forecasting.** Rolling forecasts and scenario modeling. * **Budget and variance reporting.** Building the annual budget with the CEO. * **KPI and operating dashboards.** AR aging, analyst and advisor productivity, whatever the team needs to actually run the business. * **Owner\- and CPA\-ready reporting.** Monthly financials clean enough to hand to the owner and our outside CPA today, without rework. * **Commission, bonus, and referral calculations.** Monthly advisor commissions, the quarterly analyst bonus pool, and quarterly referral partner fees. You’d own the math and the timing of the payouts. * **Insurance, end to end.** Business insurance (GL, E\&O, cyber, D\&O), employee benefits (health, dental, 401k), workers comp, multi\-state filings. Renewals, broker selection, the whole thing. * **Banking and expense discipline.** Primary point of contact with our bank, cash management across operating and reserve accounts, expense policy and approvals, AP terms and vendor management. * **A related entity.** We also handle the bookkeeping for a related entity. Separate ledger, but it sits with this role. **What you wouldn’t own, at least not yet** Pricing, engagement structure, advisor splits, and service\-line margin analysis stay with the CEO for now. We don’t have debt or credit facilities to manage, and there’s no M\&A activity on the horizon. This is finance ops, reporting, and forecasting. It’s not corporate development. **Who fits** You’ve owned the books somewhere. Maybe that’s been as the in\-house accounting function at a small or mid\-sized company. Maybe it’s been as the senior on engagements in public accounting. Either path works. CPA is a plus, not a requirement. Industry doesn’t matter. Work style does. When you spot something that needs handling, you handle it, or you flag it clearly with a recommendation. When you finish something, it’s finished, not a draft that needs three follow\-ups. The person who struggles here is the one who waits to be told what to