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Family Office Controller

You will join a small team of dedicated professionals to further the mission of the family office. The firm invests
in a wide array of public and private investments and social impact initiatives in which you can make a significant contribution. Your role involves overseeing all financial, tax, and investment reporting functions and acting as a senior advisor to the principal on certain financial and tax matters. You will primarily work remotely, collaborating with a small team of professionals. The role requires operating with the utmost data security, confidentiality,
and discretion.

 

Role and Responsibilities

• Oversee all financial aspects of the family office including accounting, tax, financial and portfolio reporting,
  and compliance

• Work closely with family office leadership in refining and executing financial planning, budgeting, and reporting

• Manage financial, portfolio and investment reporting requirements for both the family and investment team

• Provide accounting and tax reporting across a broad array of public and private investments including private equity, venture capital, real estate, etc.

• Oversee collection of all tax information and tax preparation

• Prepare accounting and tax reports and related schedules including cost basis

• Manage relationships with external tax accountants and auditors to ensure internal best practices are implemented and maintained

• Manage all regulatory, tax, and entity level compliance

• Review and improve accounting, cash management, new investment processes and related procedures to ensure that we achieve best practices

• Oversee, review and documentation of strong internal controls

• Oversee legal, data and document retention and access policies

• Oversee other outsourced service providers’ relationships

• Develop an integrated understanding of the family office and range of goals and needs of the entities and participants. Then help refine the operation with full documentation of procedures

• Foster a strong collaborative environment in which all team members collaborate on a range of projects
  and initiatives

 

Qualifications

• 5+ years of professional accounting experience including 3 years’ experience in family office, hedge fund
  or a related investment firm

• CPA

• Proven track record of managing a multitude of diverse projects and operating tasks

• Strong technical understanding of GAAP accounting principles, private investment, portfolio,
  and tax accounting

• Broad knowledge of accounting and tax in the public and private investments and familiarity with a diverse
  array of investments and financial entities

• Expert level proficiency in Excel Macros, Quickbooks. Experience with Sage and Addepar a plus.

• Ability to communicate effectively with both the internal team and external service providers

• Disciplined, proactive, process and detail oriented

• Smart, down to earth, a hands-on professional with a passion for doing it right

• Works well with a small cohesive team

• Is personally driven to excel in managing projects thoroughly and thoughtfully from start to finish

• Possesses great energy, intellect, business acumen

• Possesses a strong ethical foundation. Displays the highest professional integrity.

• Recognizes the need for utmost discretion and confidentiality

 

Compensation

• Competitive compensation package and comprehensive benefits 

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