Job Summary: The Controller oversees all financial operations, general ledgers, treasury functions, and reporting packages for the family office, holding companies, real estate entities, trusts, and philanthropic foundations. This hands-on financial leader ensures institutional-grade accounting rigor, maintains strict confidentiality, and acts as a primary liaison to external tax, investment and legal advisors.
Key Responsibilities
1. Accounting & Financial Reporting
- Own the full general ledger and accounting cycle across complex multi-entity, partnership, and trust structures.
- Prepare accurate monthly, quarterly, and annual financial statements, balance sheets, and income statements.
- Oversee project accounting and financial tracking for real estate holdings, construction projects, and lifestyle assets.
- Deliver clean, organized financial packages and summaries for family governance meetings and strategic planning sessions.
2. Treasury & Investment Management
- Monitor, manage, and reconcile of bank and custodial accounts across multiple financial institutions.
- Oversee cash flow planning, liquidity management, and capital call fulfillment for alternative investments (private equity, venture capital, hedge funds).
- Work with investment managers and oversee family investments for performance reporting, risk management and allocation.
3. Tax Coordination & Compliance
- Coordinate with external CPAs and tax advisors to facilitate annual tax planning, compliance filings, and K-1 reviews for individuals, trusts, and corporate entities.
- Track and manage timely payments for property taxes, estimated income taxes, and gift/estate tax schedules.
- Ensure proper documentation and compliance tracking (such as W-9s and 1099 filings).
4. Internal Controls & Risk Management
- Design, implement, and maintain robust internal controls and segregation of duties for capital transfers and wire approvals.
- Manage insurance programs: property, liability, health and life.
- Mitigate risks related to investments, legal exposures and compliance matters.
- Maintain records and document management
5. Family Office Support
- Property management for family real estate and investment properties
- Support family office governance process: family meetings, education and event planning.
- Support family philanthropic program and giving
Qualifications & Requirements
- Education: Bachelor’s degree in Accounting, Finance, or a related field.
- Credentials: Certified Public Accountant (CPA) license strongly preferred.
- Experience:
- 8 to 10+ years of progressive accounting and financial management experience.
- Prior experience working in public accounting (with a mix of tax and audit exposure) or managing finances within a single/multi-family office, private equity, or high-net-worth wealth management practice.
- Technical Skills: Advanced proficiency in Excel, SharePoint, financial reporting tools, and modern ERP/accounting platforms
- Soft Skills: Uncompromising personal integrity, absolute discretion with sensitive family and financial data, and strong communication skills to present complex concepts clearly to principals.
