Controller

Location: Dallas, TX (Hybrid/In-Office Preferred)

About Tower Street Insurance

Tower Street Insurance is one of the fastest-growing independent insurance agencies in Texas, serving clients nationwide across Commercial Insurance, Employee Benefits, Personal Insurance, and Risk Management. Recognized as one of the Best Places to Work in Dallas, we pride ourselves on a culture built around being humble, hungry, and smart while delivering exceptional service to our clients and teammates.

As we continue to grow, we are seeking an experienced Controller to lead our accounting and financial operations.

Position Summary

The Controller will be responsible for overseeing all accounting functions, financial reporting, budgeting, cash management, carrier payables, commission accounting, and internal financial controls for the agency. This role will partner closely with executive leadership to provide financial insights, improve processes, and support strategic growth initiatives.

The ideal candidate has 5-10+ years of accounting leadership experience, preferably within an insurance agency environment, and is highly proficient in Applied Epic and agency accounting workflows.

Key Responsibilities

• Lead all day-to-day accounting operations, including accounts payable, accounts receivable, payroll, commissions, and general ledger management.

• Oversee monthly, quarterly, and annual financial close processes.

• Prepare and present accurate financial statements, reports, forecasts, and key performance metrics to executive leadership.

• Manage agency and carrier payables, premium trust accounting, and commission reconciliation.

• Ensure compliance with all financial regulations, tax requirements, and accounting standards.

• Develop and maintain internal controls, accounting policies, and financial procedures.

• Coordinate annual audits, tax filings, and relationships with external CPA firms and banking partners.

• Assist leadership with budgeting, forecasting, cash flow planning, and strategic financial decision-making.

• Monitor agency profitability, departmental performance, and producer compensation structures.

• Identify opportunities to improve operational efficiency through automation, technology, and process enhancements.

• Serve as the internal expert for accounting-related functionality within Applied Epic and related systems.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.

• 5-10+ years of progressive accounting experience.

• Prior Controller, Assistant Controller, Accounting Manager, or senior financial leadership experience.

• Strong understanding of GAAP and financial reporting.

• Advanced proficiency with Microsoft Excel.

• Experience managing accounting processes, audits, and month-end close.

• Excellent analytical, organizational, and communication skills.

Preferred

• Insurance agency accounting experience.

• Extensive experience with Applied Epic.

• Familiarity with agency commission structures, carrier accounting, and trust accounting.

• CPA designation preferred but not required.

• Experience supporting a multi-location or rapidly growing organization.

What Success Looks Like

• Accurate and timely financial reporting.

• Strong cash flow management and forecasting.

• Well-maintained financial controls and compliance processes.

• Efficient month-end close and accounting operations.

• Trusted partnership with executive leadership and department heads.

• Scalable financial processes that support continued agency growth.

Compensation & Benefits

• Competitive salary based on experience

• Bonus opportunity

• Comprehensive benefits package

• PTO and company holidays

• Professional development opportunities

• Opportunity to play a key leadership role in a growing, entrepreneurial organization

If you're a detail-oriented financial leader who thrives in a fast-paced environment and enjoys building scalable processes, we'd love to hear from you.