Controller

Stone Management; New York (NY); On-site; USD 110,000 - 190,000; Full time

Job summary

Stone Management, a Rockland County family office, is seeking a sharp CPA to lead accounting operations. This in-office role requires 5–10+ years of progressive accounting experience, including family office, private equity, or wealth management exposure.

You will oversee full-cycle accounting, cash management, tax coordination, and investment accounting. The ideal candidate holds a CPA and a Bachelor’s degree in Accounting or Finance, with advanced Excel skills and experience in QuickBooks,

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• CPA certification is required.
• 5–10+ years of progressive accounting experience in family offices/private equity/HNW wealth management.
• Advanced proficiency in Excel and accounting software (QuickBooks, Sage, Genesis).
• High discretion with confidential financial and personal information.
• Strong attention to detail and proactive, hands-on bookkeeping.

Responsibilities

• Oversee full-cycle accounting including monthly, quarterly, and annual close.
• Prepare financial statements for individuals, trusts, LLCs, and foundations.
• Manage cash flow forecasting, wire transfers and capital calls.
• Coordinate with external tax advisors for K-1s, estimated taxes, and audits.
• Track investment accounting for PE co-investments, real estate, and public equities.
• Maintain robust internal controls and accounting systems.

Skills

Advanced Excel

Accounting software

Discretion

Detail-oriented

Proactive & hands-on

Education

Bachelor’s degree in Accounting or Finance

CPA certification

Tools

QuickBooks

Sage

Genesis

Job description

Our client, a Rockland County family office, is seeking a sharp CPA.

This is a 5 days in office role. Candidates with investment audit experience directly from public accounting are welcome.

Key Responsibilities

• Accounting Operations & Reporting: Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations.
• Cash Management & Treasury: Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls.
• Tax & Audit Coordination: Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits.
• Investment Accounting: Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions.
• Internal Controls & Compliance: Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity.
• Technology & Infrastructure: Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).

Required Qualifications

• Education: Bachelor’s degree in Accounting or Finance required.
• Certification: CPA (Certified Public Accountant) is REQUIRED.
• Experience: 5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.
• Technical Skills: Advanced proficiency in Excel and accounting software (e.g., QuickBooks, Sage, Genesis).
• Ironclad Discretion: Must handle highly sensitive financial and personal information with confidentiality.
• Detail-Oriented: Exceptional attention to detail to ensure accuracy in complex structures.
• Proactive & Hands-on: A self-starter capable of managing granular bookkeeping while providing high-level strategic data.