Controller

Seres Smith Consulting; Oklahoma; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Job summary

Seres Smith Consulting in Tulsa, OK seeks a seasoned Family Office Controller to manage all financial operations for a multi-entity portfolio, including real estate, investments, and oil & gas. This on-site role reports to the CEO and bridges private wealth infrastructure with HR leadership.

You will lead full-cycle accounting, optimize cash and liquidity, prepare consolidated dashboards, and oversee HR programs with strict privacy.

Qualifications

• Bachelor’s degree in Accounting or Finance required or equivalent experience.
• 7+ years of progressive accounting experience, ideally in a family office or wealth management setting.
• Experience managing corporate HR functions, payroll, and benefits programs.
• Proficiency with family office software and related tools is preferred.

Responsibilities

• Report directly to the CEO with clear financial analysis and strategic guidance.
• Manage full-cycle accounting for multiple entities, trusts, LLCs and foundations.
• Oversee asset accounting, real estate financials, tenant billings, A/R and JIB/revenue distributions.
• Monitor investment portfolio performance and tax planning; coordinate with CPAs on returns.
• Lead design and delivery of consolidated financial dashboards for executive leadership.

Skills

7+ years accounting experience

Multi-entity accounting

HR/payroll management

CPA preferred

Wealth management exposure

Education

Bachelor’s degree in Accounting or Finance

Tools

Creative Solutions Accounting

Yardi

QuickBooks Enterprise

HRIS/payroll tools

Job description

Job Description

Controller

Reporting directly to the CEO of this Family Business Office, Controller manages all financial operations, general accounting, and internal controls for a high-net-worth portfolio. This position is a fully on-site role located in Tulsa, OK, bridging private wealth infrastructure with personnel operations by directing complex cash management across multiple entities and leading the internal Human Resources function.

We are seeking a highly sophisticated, discreet, and strategically minded Family Office Controller to report directly to the CEO on-site at our Tulsa office. Managing a diversified portfolio spanning real estate, investments, and oil and gas (O&G), you will serve in a key leadership position to the CEO, overseeing multi-entity accounting, optimizing high-volume liquidity positions, and leading our Human Resources infrastructure to support family office staff.

Key Responsibilities

Strategic Leadership & Financial Reporting

• Report directly to the CEO, providing clear financial analysis, variance insights, and strategic operational guidance.
• Manage full-cycle accounting for multiple legal entities, trusts, LLCs, and philanthropic foundations.
• Oversee specialized asset accounting, including real estate property financials, tenant billings, accounts receivable and O&G joint interest billings (JIB)/revenue distributions
• Track investment portfolio performance on private equity distributions and tax planning
• Partner with external CPAs on tax returns and planning, calculation of estimated tax payments, K-1 generation, and trust compliance.
• Design and deliver consolidated financial dashboards for the CEO

High-Net-Worth Cash Management & Treasury

• Monitor daily cash balances across dozens of entity-specific bank accounts to optimize yield and cash flows.
• Execute fund movements between entities while maintaining intercompany accounting documentation
• Manage banking relationships

Human Resources

• Administer the company's employee benefits programs
• Handle personnel decisions, hiring, background screening, onboarding, and employee relations with strict privacy protocols

Qualifications & Skills

• Bachelor’s degree in Accounting or Finance; CPA designation is highly preferred.
• 7+ years of progressive accounting experience, ideally within a multi-generational family office, wealth management firm, or Oklahoma-based energy/real estate sector.
• Strong working knowledge of investment structures, partnership accounting, real estate, and O&G assets.
• Proven experience independently managing corporate HR functions, payroll systems, and benefits programs.
• Experience directly supporting an executive leader or family principals in a high-touch environment.
• Proficiency in family office software (e.g, Creative Solutions Accounting, Yardi, QuickBooks Enterprise, or specialized HRIS/payroll tools).
• Elite tracking skills, high discretion, and a commitment to maintaining confidentiality

Benefits & Perks

• Comprehensive Employee Health Insurance coverage.
• 401(k) Retirement Plan.
• Paid Time Off (PTO) and corporate holidays.