Controller
Robert Half Finance & Accounting
Description
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS
CONTROLLER - FAMILY OFFICE
200K-250K+BONUS
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.
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.
-Serve as lead in accounting software (Microsoft Dynamics 365 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.
Requirements
Requirements
-Bachelor’s degree in accounting
-10 plus years of relevant experience, ideally within a family office, real estate, fund entities
-Experience in accounting and financial administration for high-net-worth individuals and complex entity structures
-Working knowledge of individual, corporate, partnership, and fiduciary tax matters
-Knowledge of MS Dynamics 365 highly preferred
-Excellent interpersonal and communication skills, with the ability to engage effectively with both internal and external stakeholders
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