Assistant Controller

PrincePerelson and Associates; North Salt Lake (UT); On-site; USD 75,000 - 125,000; Full time

Job summary

PrincePerelson & Associates is seeking an experienced Assistant Controller for a private family office and related PE activities in Utah. The role reports to the Head of the Family Office and oversees accounting operations, financial reporting, banking, and investment administration with a high degree of discretion.

The ideal candidate will have 4-5 years of progressive accounting experience, a Bachelor's in Accounting or Finance, strong GAAP knowledge, and excellent attention to detail.

Qualifications

• 4-5 years progressive accounting experience in complex financial environment.
• Bachelor's degree in Accounting, Finance or related field preferred.
• Strong understanding of general accounting principles and financial reporting.
• Ability to handle confidential information with discretion.

Responsibilities

• Manage accounts payable, including checks, ACH, and wires.
• Record general ledger activity and ensure proper documentation.
• Perform reconciliations of financial accounts and assist with financial reporting.
• Open and administer banking/investment accounts and manage access.
• Review financial/legal documents and assist with special projects while maintaining discretion.

Skills

Accounting

Financial reporting

GAAP

Confidentiality

Communication

Independent work

Education

Bachelor's degree in Accounting/Finance

Job description

Private Equity Firm and Family Office | $125K+

Our client is seeking a professional, accomplished and highly detail-oriented Assistant Controller to join a sophisticated private family office supporting three principals of an established, successful private equity firm. Reporting directly to the Head of the Family Office, this individual will play a critical role in managing the financial operations, reporting, banking, investment administration, and other business needs of the office.

This is an exceptional opportunity for an accounting professional who enjoys working in a high-trust, highly confidential environment and wants exposure to a broad range of financial activities beyond traditional corporate accounting. The ideal candidate will bring strong technical accounting skills, sound judgment, exceptional attention to detail, and the ability to work discreetly and independently. Growth potential available upon performance.

The Opportunity

The Assistant Controller will serve as a key member of the team, partnering closely with the principals of the firm. This role offers significant variety and visibility, with responsibilities spanning accounting operations, financial reporting, banking and investment accounts, document review, and special projects. The successful candidate will be someone who is naturally curious, highly organized, resourceful, and comfortable operating with a high degree of trust and confidentiality. While accounting expertise is essential, equally important is the ability to understand the broader business and financial picture and anticipate what needs to happen next.

Key Responsibilities

Accounting & Financial Operations

• Manage accounts payable activities, including check preparation, ACH payments, and wire transfers.
• Record and review general ledger activity and ensure transactions are accurately and appropriately documented.
• Perform regular reconciliations of checking, investment, credit card, and other financial accounts.
• Assist with the preparation of weekly and monthly financial reporting.
• Maintain accurate and organized financial records while ensuring a high level of attention to detail.

Banking & Investments

• Assist with the opening and administration of banking and investment accounts.
• Coordinate appropriate account access for authorized individuals.
• Support the ongoing administration and organization of financial and investment relationships.

Contracts & Compliance

• Review and organize financial and legal documents, including trust documents, partnership agreements, letters of intent, and other contracts.
• Work closely with the executive team on a variety of financial and administrative matters.
• Assist with special projects and other initiatives as they arise.
• Handle sensitive financial and personal information with the highest degree of discretion and confidentiality.

What We're Looking For

The ideal candidate will have:

• 4-5 years minimum of progressive accounting experience, ideally in a complex or highly personalized financial environment.
• Bachelor's Degree in Accounting, Finance, or a related field preferred.
• Strong understanding of general accounting principles and financial reporting.
• Exceptional attention to detail and accuracy.
• Strong organizational skills and the ability to effectively manage multiple priorities.
• Excellent judgment and discretion when handling confidential information.
• A proactive, service-oriented mindset and willingness to take ownership.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively with a small, highly trusted team.

Preferred Experience

• Tax experience is a plus.
• Partnership accounting experience is a plus.
• Experience working within a family office, private equity, investment management, or other sophisticated financial environment is highly valued.

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.