Controller

Controller

Private single-family office serving multi-generational legacy family is seeking a hands-on Controller to join their expanding team. We are seeking an accounting professional with a natural operational acumen, strong familiarity with multi-entity trusts structures and a high degree of professionalism.

Key Responsibilities

• Manage and oversee the full cycle accounting operations across multiple trusts, entities, including general ledger maintenance, A/P and A/R, reconciliations, and journal entries.
• Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring accuracy, timeliness, and compliance with GAAP and/or Federal income tax basis of accounting.
• Oversee the preparation of monthly, quarterly, and annual financial statements, cash flow projection reports, and performance summaries for internal stakeholders.
• Maintain and monitor multi‑entity trust structures, including tracking distributions, contributions, inter‑entity transactions, inter-company and external debt transactions tracking, and capital accounts.
• Oversee and support year-end close and audit processes, including coordination with external auditors.
• Develop and monitor budgets and variance reports to support capital planning, spending oversight, and informed decision-making.
• Maintain strong internal controls and implement process improvements to enhance accuracy and efficiency.
• Liaise with external advisors (tax, legal, investment managers, bankers) to ensure smooth coordination and timely delivery of information.
• Manage the annual tax calendar and ensure accurate, timely filing of all returns (individual, trust, partnership, etc.) and payments. Oversee tax planning and compliance by managing the documentation gathering, workpapers preparation, external CPA firms' coordination processes, and ensuring filing deadlines are met.
• Maintain organized, up-to-date tax records and supporting documentation (e.g., appraisals, charitable contributions, gift tax filings).
• Support ongoing strategic tax planning.
• Serves as lead in accounting software (Microsoft Business Central) maintenance, testing and training.
• Manage, train, and develop staff, prepares employee reviews and approves time off requests for division.
• Build and manage the family office's internal financial operations.
• Design and implement scalable systems, workflows, and controls to support growth and drive operational excellence.
• Proactively identify, communicate, and resolve issues; facilitate seamless coordination across the family's financial and administrative landscape to ensure ongoing service.

Qualifications

• Bachelor's degree in accounting
• 10 plus years of relevant experience, ideally within a family office or family-owned enterprise
• Deep expertise in accounting and financial administration for high-net-worth individuals and complex entity structures
• Strong working knowledge of individual, corporate, partnership, and fiduciary tax matters.
• Proven experience collaborating with a range of partners, including investment advisors, tax preparers, household staff, and private family foundation.
• Exceptionally organized and detail-oriented, with the ability to manage multiple priorities and deadlines
• Discretion, integrity, and sound judgment in handling sensitive and confidential information
• Professional, composed, and service-oriented, with a proactive and collaborative approach
• Excellent interpersonal and communication skills, with the ability to engage effectively with both internal and external stakeholders