Our client is an outsourced family office that is looking to add an Controller/Assistant Controller to their team.Â
We have hired for this team before, and everyone we have placed there loves it and is still with the company. The role also offers great work-life balance, flexibility, and fantastic benefits.
Duties include:
• Manage client cash flow, budgets, forecasts, and upcoming obligations.
• Review client payments and disbursements before executive approval.
• Oversee general ledgers, account reconciliations, financial statements, and reporting.
• Prepare individual and entity tax returns, estimated tax payments, and related filings.
• Review contracts and deal terms for payment, tax, and cash-flow considerations.
• Coordinate with attorneys, investment managers, insurance professionals, tax advisors, and other outside providers.
• Support year-end planning, entity closes, payroll, distributions, and tax withholding.
• Assist with estate planning, insurance, investments, and significant asset transactions, including real estate, financing, escrow, and closings.
• Address multistate and international tax matters with outside specialists.
Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA license or progress toward CPA licensure preferred.Â
• Five or more years of experience in tax, accounting, business management, family office, or high-net-worth client services.
• Knowledge of individual, entity, partnership, and multistate tax compliance; international tax experience is a plus.
Our client is an outsourced family office that is looking to add an Controller/Assistant Controller to their team.Â
We have hired for this team before, and everyone we have placed there loves it and is still with the company. The role also offers great work-life balance, flexibility, and fantastic benefits.
Duties include:
• Manage client cash flow, budgets, forecasts, and upcoming obligations.
• Review client payments and disbursements before executive approval.
• Oversee general ledgers, account reconciliations, financial statements, and reporting.
• Prepare individual and entity tax returns, estimated tax payments, and related filings.
• Review contracts and deal terms for payment, tax, and cash-flow considerations.
• Coordinate with attorneys, investment managers, insurance professionals, tax advisors, and other outside providers.
• Support year-end planning, entity closes, payroll, distributions, and tax withholding.
• Assist with estate planning, insurance, investments, and significant asset transactions, including real estate, financing, escrow, and closings.
• Address multistate and international tax matters with outside specialists.
Bachelor’s degree in Accounting, Finance, Business, or a related field.
• CPA license or progress toward CPA licensure preferred.Â
• Five or more years of experience in tax, accounting, business management, family office, or high-net-worth client services.
• Knowledge of individual, entity, partnership, and multistate tax compliance; international tax experience is a plus.
