Controller

Alliance Resource Group; Irvine (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading financial services firm in Irvine, CA is seeking a Family Office Controller to manage accounting policies and streamline operations. The ideal candidate has 8–10 years of experience in finance, with knowledge of tax compliance and collaboration with external advisors. This role offers a competitive salary and benefits including medical insurance and a 401(k).

Qualifications

• 8 – 10 years of progressive accounting and finance experience.
• Experience in a family office or investment management setting is ideal.
• Experience in the real estate industry is a plus.

Responsibilities

• Oversee financial reporting, cash management, and tax strategies.
• Coordinate preparation of financial records for family office structures.
• Lead comprehensive tax compliance and reporting for diverse portfolios.

Skills

Strategic financial management

Collaboration with external advisors

Tax compliance and reporting

Wealth preservation strategies

Education

Bachelor's degree in Accounting, Finance or Equivalent

Tools

Addepar

KnowLedger

Sage Intacct

Job description

Alliance Resource Group provided pay range

This range is provided by Alliance Resource Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Alliance Resource Group

CPA specializing in accounting & finance recruitment | Big 4 alumniFamily Office & Private Equity [e-mail]| (949)…

Alliance Resource Group has exclusively partnered with a newly formed family office that is seeking to hire its first Family Office Controller. This individual will be responsible for establishing and streamlining the organization’s accounting policies and procedures.

Reporting directly to the principal, the Controller will oversee all accounting and finance functions and play a key strategic role in partnering with external service providers to ensure wealth preservation and long-term growth.

This is a unique ground-floor opportunity to build out the finance function of a family office and help design the infrastructure from the ground up.

Role responsibilities include but are not limited to:

• Oversee the financial reporting, cash management and tax strategy focusing on wealth preservation and growth
• Coordinate preparation of financial books for family office structures
• Collaborate with external advisors, including attorneys, accountants, and investment managers, to execute family wealth management strategies
• Oversee compliance and risk management for the family office
• Assist in day-to-day operations of the family office, including budgeting, financial reporting, and investment monitoring
• Collaborate with accounting and investment professionals on live deals to calculate gain and determine tax structuring
• Lead comprehensive tax compliance and reporting for a diverse portfolio of private equity funds, family wealth structures, and investment vehicles, ensuring compliance with federal, state, and international tax laws
• Advise family members on philanthropic strategies
• Responsible for onboarding and maintaining technology platforms (Addepar, KnowLedger, Sage Intacct), including data migration, system integration, configuration, reporting setup, user training, and process development. Collaborate with trustees, real estate GPs, fund managers, and internal/external teams to ensure seamless implementation and ongoing system upkeep across domestic and international portfolios

Job Requirements:

• Bachelor's degree in Accounting, Finance or Equivalent
• At least 8 – 10 years of progressive accounting and finance experience, ideally with a handful of years of experience in a family office or investment management setting.
• Experienced in real estate industry a plus

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

Referrals increase your chances of interviewing at Alliance Resource Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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