Controller

Key Responsibilities: Accounting Operations & Reporting: Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations. Cash Management & Treasury: Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls. Tax & Audit Coordination: Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits. Investment Accounting: Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions. Internal Controls & Compliance: Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity. Technology & Infrastructure: Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).

Education: Bachelor’s degree in Accounting or Finance required.

Certification: CPA (Certified Public Accountant) is REQUIRED.

Experience: 5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.