{"schemaVersion":"jobsearcher.job.v1","id":"11b3953dcaaf37dc67ce2a33","url":"https://jobsearcher.com/jobs/11b3953dcaaf37dc67ce2a33","canonicalUrl":"https://jobsearcher.com/jobs/11b3953dcaaf37dc67ce2a33","title":"Controller & Client Success Manager","description":"About Us\nWelcome to Growth Circle. We’re not just building wealth — we’re building a legacy of high earners who master the art of alternative investing. If you’ve heard of Amplifi, you know we’re serious about scaling wealth and influence. Growth Circle is the next level: a community for the big leagues of private equity, large-scale real estate, and venture capital enthusiasts.\nThe Role\nWe’re looking for a Controller & Client Success Manager who can own the financial engine and lead the member experience. This role blends clean accounting, sharp operational follow-through, and high-trust communication.\nGrowth Circle runs 4–6 specialized tax deals per year. You’ll quarterback each deal from onboarding to close: coordinating partners, tracking progress in the CRM, and keeping members informed and confident at every step — while ensuring our internal books, payroll, and reporting stay spotless and scalable.\nWhat You’ll Do\nBe the Client Liaison\nServe as the primary point of contact for members participating in tax strategy deals\nGuide clients through each deal step-by-step with clear communication and strong follow-through\nMake high-level financial strategies feel simple, structured, and easy to execute\nCoordinate with partners, providers, and internal teams to keep deals moving smoothly\nRun the Numbers (Controller Responsibilities)\nManage QuickBooks (keeping accounts clean, categorized, and accurate)\nOversee payroll, contractor payments, and financial admin processes\nMaster the CRM + Client Tracking\nKeep the CRM fully updated across leads, members, deals, and progress tracking\nCreate systems so no client or deal ever falls through the cracks\nTrack pipeline status for active tax strategies and deal timing\nMaintain clean notes, next steps, and accountability across hundreds of members\nUnderstand the Big Picture of Investment + Tax Deals\nYou don’t need to be a CPA — but you do need to understand the backend of investment and tax strategies well enough to explain them in plain English\nTranslate technical concepts into actionable steps clients can follow\nSpot bottlenecks and proactively solve problems before they become issues\nWho You Are\nFinancially sharp and confident operating inside accounting and deal workflows\nA strong communicator who can build trust quickly and keep people calm and clear\nHighly organized and detail-obsessed — systems and follow-up are your superpower\nComfortable in a fast-paced, high-stakes environment\nThe type of person who can “jump off cliffs and build the parachute on the way down” — without dropping the ball\nJob Type: Full-time\nPay: $80,000.00 - $125,000.00 per year\nBenefits:\nHealth insurance\nPaid time off\nRetirement plan\nWork Location: In person","company":"Amplifi","rawCompany":"amplifi","city":"Eagle","state":"ID","isRemote":false,"isActive":false,"createdAt":"2026-04-14T10:46:35.079Z","occupations":[{"code":"11-3031.01","title":"Treasurers and Controllers","slug":"treasurers-and-controllers"},{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Controller & Client Success Manager","description":"About Us\nWelcome to Growth Circle. We’re not just building wealth — we’re building a legacy of high earners who master the art of alternative investing. If you’ve heard of Amplifi, you know we’re serious about scaling wealth and influence. Growth Circle is the next level: a community for the big leagues of private equity, large-scale real estate, and venture capital enthusiasts.\nThe Role\nWe’re looking for a Controller & Client Success Manager who can own the financial engine and lead the member experience. This role blends clean accounting, sharp operational follow-through, and high-trust communication.\nGrowth Circle runs 4–6 specialized tax deals per year. You’ll quarterback each deal from onboarding to close: coordinating partners, tracking progress in the CRM, and keeping members informed and confident at every step — while ensuring our internal books, payroll, and reporting stay spotless and scalable.\nWhat You’ll Do\nBe the Client Liaison\nServe as the primary point of contact for members participating in tax strategy deals\nGuide clients through each deal step-by-step with clear communication and strong follow-through\nMake high-level financial strategies feel simple, structured, and easy to execute\nCoordinate with partners, providers, and internal teams to keep deals moving smoothly\nRun the Numbers (Controller Responsibilities)\nManage QuickBooks (keeping accounts clean, categorized, and accurate)\nOversee payroll, contractor payments, and financial admin processes\nMaster the CRM + Client Tracking\nKeep the CRM fully updated across leads, members, deals, and progress tracking\nCreate systems so no client or deal ever falls through the cracks\nTrack pipeline status for active tax strategies and deal timing\nMaintain clean notes, next steps, and accountability across hundreds of members\nUnderstand the Big Picture of Investment + Tax Deals\nYou don’t need to be a CPA — but you do need to understand the backend of investment and tax strategies well enough to explain them in plain English\nTranslate technical concepts into actionable steps clients can follow\nSpot bottlenecks and proactively solve problems before they become issues\nWho You Are\nFinancially sharp and confident operating inside accounting and deal workflows\nA strong communicator who can build trust quickly and keep people calm and clear\nHighly organized and detail-obsessed — systems and follow-up are your superpower\nComfortable in a fast-paced, high-stakes environment\nThe type of person who can “jump off cliffs and build the parachute on the way down” — without dropping the ball\nJob Type: Full-time\nPay: $80,000.00 - $125,000.00 per year\nBenefits:\nHealth insurance\nPaid time off\nRetirement plan\nWork Location: In person","datePosted":"2026-04-14T10:46:35.079Z","dateModified":"2026-04-14T10:46:35.079Z","hiringOrganization":{"@type":"Organization","name":"Amplifi","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Eagle","addressRegion":"ID","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"11b3953dcaaf37dc67ce2a33"},"url":"https://jobsearcher.com/jobs/11b3953dcaaf37dc67ce2a33"}}