Job SummaryThe Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple entities. This role offers the opportunity to influence strategic decisions, enhance financial processes, and support long-term organizational success.
You Will Thrive in This Role If You...
- Enjoy bringing clarity and structure to complex financial environments
- Value accuracy, integrity, and confidentiality in your work
- Are a proactive problem-solver who anticipates needs
- Communicate effectively with diverse stakeholders
- Adapt easily to changing priorities and responsibilities
These skills will be used to:
- Lead accounting operations across trusts, partnerships, LLCs, and nonprofit entities
- Prepare quarterly consolidated and entity-level financial statements, including eliminations
- Ensure timely and accurate reporting of financial and investment activity
- Manage capital calls, distributions, and investment tracking
- Oversee accounting systems, reporting processes, and operational infrastructure
- Maintain and refine cash flow forecasting, budgeting, and liquidity oversight
- Coordinate preparation and review of federal and state tax filings, extensions, estimates, and K-1 workflows
- Prepare and issue annual 1099s and maintain compliance policies and internal controls
- Enhance risk-mitigation practices and strengthen approval workflows
- Perform other duties as assigned by leadership
Preferred Qualifications:
- 10+ years of progressive accounting experience
- Experience managing consolidated financial statements across multiple entities
- Ability to build complex financial or operational models
- Understanding of investment, partnership, and equity-method accounting
- CPA preferred
- Experience with tax filings, family office or private investment work, system conversions, or nonprofit/foundation structures
Physical demands and work environment:
- Ability to perform repetitive motions and use fine motor skills (typing, writing, operating office equipment)
- Ability to lift and carry approximately 20-25 lbs unassisted
- Ability to sit for long periods with occasional reaching and standing
