Controller, Family Office

RESPONSIBILITIES:

Accounting and Financial Reporting

Maintain the books and records for multiple entities, partnerships, trusts, and ownership structures.

Serve as primary administrator for NetSuite and drive process improvements

Oversee monthly, quarterly, and annual close processes.

Prepare and review financial statements, general ledger activity, reconciliations, and supporting schedules.

Ensure timely and accurate financial reporting across all assigned entities.

Maintain annual trial balances and supporting documentation.

Coordinate annual audits and other financial reporting requirements.

Treasury, Liquidity and Capital Management

Monitor cash positions and liquidity requirements across multiple entities.

Coordinate capital contributions, distributions, and intercompany transactions.

Review and process capital call requests and funding requirements.

Assess anticipated cash requirements related to tax payments, investments, and distributions.

Facilitate wire transfers and related cash management activities.

Maintain ownership schedules, capital account records, partnership allocations, governing documents, and organizational records across all entities and investment structures.

Tax Coordination and Compliance

Coordinate with external CPAs and tax advisors regarding entity, partnership, trust, and individual tax matters.

Review annual 1040 and other tax filings prepared by external providers.

Coordinate quarterly estimated tax payments.

Real Estate and Asset Management Support

Oversee financial administration related to privately held real estate assets.

Coordinate property tax payments, insurance matters, and related financial obligations.

Partner with internal and external teams to ensure proper accounting and reporting of asset activity.

Manage annual K-1 collection, tracking, review, and distribution to ownership and other stakeholders.

Monitor recurring regulatory and administrative obligations across all entities.

All other duties as assigned.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

Bachelor's degree in Accounting , Finance, or related field.

Minimum 7 years of accounting, finance, family office, private company, or investment management experience.

CPA designation strongly preferred.

Public accounting experience preferred.

Experience with NetSuite as an end-user required .

Experience with partnerships, trusts, private investment structures, and multi-entity accounting.

Experience supporting high-net-worth individuals, family offices, private businesses, or investment organizations preferred.

Real estate, private equity, or alternative investment experience preferred.

ABOUT YOU:

Strong accounting and financial management expertise with exceptional attention to detail.

Ability to operate independently while managing multiple priorities across complex entity structures.

Demonstrated ownership mentality and accountability for financial accuracy and timeliness.

Strong relationship-building skills with principals, executives, advisors, and service providers.

Proven ability to exercise discretion and handle highly confidential information.

Continuous improvement mindset and curiosity around AI with experience enhancing processes, controls, and reporting.