Assistant Controller- Family Office in Los Angeles

Lexington Staffing; Los Angeles (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid vacation time

Paid holidays

Sick pay

Job summary

Lexington Staffing seeks an experienced Assistant Controller to safeguard and strengthen our financial operations for a private family office. Reporting to the Controller, you’ll oversee accounting, financial reporting, investment tracking, and tax compliance, ensuring GAAP adherence and discreet handling of confidential information.

You’ll work with multiple entities, manage cash, funding, and intercompany transactions, and support internal controls and financial reporting for principals and

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of experience in accounting, finance, or investment management, preferably in a Family Office, private investment firm, or high-net-worth business environment.
• Experience working with multiple entities and intercompany transactions.
• Knowledge of GAAP and tax-basis accounting.

Responsibilities

• Prepare weekly cash analysis and funding requests. Monitor liquidity needs.
• Assist with the preparation and execution of wire transfers and funding transactions.
• Manage accounts payable and receivable for Family Office entities and affiliated businesses.
• Work regularly with banking partners on special requests and follow-up.
• Assist in preparing monthly, quarterly, and annual financial statements, as well as ad hoc reports for principals and Family Office entities.
• Reconcile bank accounts, investment accounts, and intercompany transactions on a regular basis.
• Ensure timely, accurate records of financial transactions, investments, expenses, insurance, and charitable contributions.
• Help oversee the accounting and financial management of the Family Office's unique assets.

Skills

Tax compliance

Payroll

Financial risk management

GAAP knowledge

Education

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

Tools

Sage Intacct

QuickBooks

Excel

Microsoft Office Suite

Job description

A Key Role at the Center of Our Financial Operations

We're a privately held, family-owned corporation with several related entities, and we're looking for an experienced Assistant Controller to help safeguard and strengthen our financial operations. Reporting directly to the Controller, you'll play a central role in accounting, financial reporting, investment tracking, and tax compliance, with the trust and responsibility that come with supporting a Family Office. If you take pride in precise work and value discretion, we'd like to hear from you.

Who You Are

• You handle confidential information with the highest level of discretion and care.
• You have a strong eye for detail and excellent organizational skills.
• You work independently with confidence while collaborating closely with the Controller and other stakeholders.
• You adapt easily, managing multiple projects and deadlines without losing focus.
• You take a proactive, hands-on approach and believe no task is too small when it matters to the team.

What You'll Do

Cash Management & Funding

• Prepare weekly cash analysis and funding requests. Monitor liquidity needs.
• Assist with the preparation and execution of wire transfers and funding transactions.
• Manage accounts payable and receivable for Family Office entities and affiliated businesses.
• Work regularly with banking partners on special requests and follow-up.
• Assist in preparing monthly, quarterly, and annual financial statements, as well as ad hoc reports for principals and Family Office entities.
• Reconcile bank accounts, investment accounts, and intercompany transactions on a regular basis.
• Ensure timely, accurate records of financial transactions, investments, expenses, insurance, and charitable contributions.
• Help oversee the accounting and financial management of the Family Office's unique assets.

Tax, Compliance & Internal Controls

• Prepare quarterly and annual tax filings, including Form 1099s, property taxes, and business license renewals.
• Ensure financial operations adhere to GAAP and the family's governance structures.
• Support the Controller in conducting periodic risk assessments and compliance reviews.
• Assist in implementing internal controls and financial reporting best practices.

Systems, Support & Special Projects

• Maintain and optimize accounting software (Sage Intacct, QuickBooks, or similar platforms).
• Support cardholders with card and transaction issues and expense reports; set up, update, or inactivate cardholder information; and report on and analyze card data.
• Maintain up-to-date records for vendor contracts, insurance policies, and other financial agreements.
• Support additional finance projects as needed by the Controller and Family Office leadership.

What You'll Bring

Required Technical Skills

• Proficiency in Sage Intacct, QuickBooks, Excel, and the Microsoft Office Suite.
• Strong understanding of tax compliance, payroll, and financial risk management.

Experience & Education

• 5+ years of experience in accounting, finance, or investment management, preferably in a Family Office, private investment firm, or high-net-worth business environment.
• Experience working with multiple entities and intercompany transactions.
• Knowledge of GAAP and tax-basis accounting.
• Bachelor's degree in Accounting, Finance, or a related field.

Preferred

• CPA preferred; MBA or CFA a plus.
• Familiarity with hedge funds, private equity, and alternative investments.

What We Offer

• Health insurance
• 401(k) with company match to help you invest in your future
• Paid vacation time
• Paid holidays
• Sick pay
• Join a close-knit team where your work has a direct and lasting impact on the family and the enterprise it supports.