Our client is a private single-family office and investment firm. They seek a Controller to join their Manhattan, NY office.
Responsibilities
- Direct day-to-day accounting activities, including general ledger oversight and financial reporting across multiple entities
- Compile and present consolidated and individual financial statements for family members and associated trusts
- Administer treasury activities such as cash flow projections, liquidity management, and banking relationships
- Record and monitor capital activity, including contributions, distributions, and valuation updates across private investments and real assets
- Synthesize investment data into performance summaries and contribute to ongoing investment analysis
- Coordinate with external accounting providers to support the timely preparation and submission of required tax filings
- Review and maintain tax documentation, including workpapers and K-1 reporting accuracy
- Contribute to tax planning efforts and ensure compliance across all entities
- Stay aligned with evolving tax and accounting standards in collaboration with external advisors and internal stakeholders
- Engage with compliance specialists to uphold regulatory filing standards and best practices
- Maintain estate and succession planning documentation in coordination with legal counsel
- Collaborate with investment managers, attorneys, accountants, and philanthropic advisors to support integrated financial and operational decision-making
Requirements
- 8+ years of relevant experience
- Family office experience required
- Tax exposure/knowledge required (K-1’s, compliance)
- Highly organized and collaborative
- Excellent written and verbal communication skills
- Detail-oriented and highly-analytical
- CPA required
- QuickBooks experience is a plus
Job ID # 47956
