Vice President- Assistant Controller, GAAP Accounting

POSITION OVERVIEW

We are seeking a mid-level accounting professional to lead the conversion of our existing cash-basis books to GAAP/Tax-compliant financials and to manage ongoing GAAP/Tax accounting operations. This role is central to our financial infrastructure and will work closely with senior accounting leadership, and external tax advisors to research and implement authoritative guidance on GAAP/Tax matters. This position reports directly to the Director of Accounting/Controller.

KEY RESPONSIBILITIES

GAAP Conversion & Implementation

● Lead end-to-end conversion of cash-basis accounting records to accrual-basis GAAP/Tax financials, including restatement of historical periods as applicable.

● Establish and document accounting policies, procedures, and internal controls consistent with GAAP/Tax requirements, including balance sheet account reconciliations, prepaid and accrual schedules, etc.

● Work with Finance stakeholders to Identify and resolve differences between cash and accrual treatments across revenue recognition, compensation, deferred items, prepaid expenses, accrued liabilities, and fixed assets.

● Coordinate internally and with outside tax consultants to support the tax return preparation process.

Ongoing GAAP Accounting & Tax Compliance

● Oversee and participate in month-end and year-end close processes, including journal entries, account reconciliations, financial statement preparation, and assisting the Controller as needed.

● Work with established Cash Accountants to determine necessary Cash Basis to GAAP/Tax adjustments needed for GAAP/Tax compliant books.

● Work with the Finance stakeholders to serve as liaison with external auditors and tax advisors.

● Manage tax provision calculations and coordinate with CPA firm on federal, state, and local tax filings.

● Monitor changes in GAAP standards and tax regulations and assess impact on the organization.

Special Projects

● Support financial due diligence, audits, or financing transactions as needed.

● Assist in the evaluation and implementation of accounting systems, ERP upgrades, or automation tools.

● Develop management reporting frameworks and KPI dashboards for senior leadership.

● Participate in strategic planning and ad hoc financial analysis as directed.

SUPERVISION

● Directly supervises at least one accounting professional; responsible for day-to-day guidance, work review, and professional development of that staff member.

QUALIFICATIONS

● CPA designation preferred; bachelor's degree in Accounting or Finance required.

●5-8 years of progressive US GAAP accounting experience; a combination of public accounting and private industry strongly preferred.

● Familiarity with researching and applying U.S. GAAP to transactions and financial reporting.

● Partnership income tax experience helpful.

● Proficiency in accounting software (NetSuite preferred); advanced Excel skills.

● Strong attention to detail, organizational, and communication skills; ability to work independently and manage competing priorities.

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $150,000-$180,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

About Wolfe:

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2025 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent.

For more information about Wolfe Research, please visit us at:

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.