Company Description

Financial and Tax Architects, LLC, located in Saint Louis, Missouri, is a highly successful and rapidly growing regional retirement planning firm with affiliates across the country that are dedicated to helping individuals secure their financial future. Leveraging our proven methodology to protect and grow the assets of our clients is our passion. The company has helped thousands of households secure their retirement. With ambitious expansion goals, we are seeking professionals who have a passion for financial services and want to help us meet our goals!

We Value: Compassion, Dependability, Growt

Job Description

As a key member of our team, you will take a leadership role in overseeing our accounting and financial operations - developing and implementing robust internal controls and procedures. With a minimum of 7 years of accounting experience, including 3 years as a controller in a high-growth services organization, you will bring a wealth of expertise to our team. Your ability to build a foundation and infrastructure will be instrumental as we transition from outsourced accounting to an in-house model, contributing significantly to our continued growth. If you thrive in a hands-on role and have a passion for helping people retire comfortably, let’s talk!

You Value: Authenticity, Accountability, Execution

How you’ll spend your days:

• Leading all aspects of accounting operations, including AR, AP, payroll, and reporting
• Developing and maintaining sound internal controls, policies, and procedures to ensure the integrity of all financial transactions
• Overseeing the preparation and submission of periodic reports, including balance sheet, income and cash flow statements, and statutory reporting
• Compiling reports for new business opportunities, investment decisions, and contract negotiations
• Overseeing internal controls, including a comprehensive expense policy and accountability
• Collaborating with senior management to develop financial plans that align with the company’s growth objectives
• Leading, coaching and developing a high-performing accounting team

Qualifications

What you’ll bring to the role:

• Bachelor’s degree in accounting - your CPA or CMA is a bonus
• 7+ years of accounting experience, including at least 3 years as a controller in a high-growth organization wealth management sector will get our attention!
• Direct experience nurturing, mentoring and growing a team of true professionals
• Hands-on experience with QuickBooks and implementation of mainstream ERP
• Strategic thinking – you see the big picture yet focus on tactical execution
• Strong organizational, time management, collaboration, and communication skills
• Entrepreneurial spirit with a growth mindset – driven, confident and solution oriented

Additional Information

Our team members enjoy:

• Competitive salary based on experience
• Comprehensive benefits and hybrid work schedule – Fridays remote
• Environment where you are empowered and can see your impact every day!

Goldstone Partners is helping this highly successful company find talented professionals who want to help us – and our clients - prosper. Applications are welcome for US Citizens who hold a Green Card.