Controller – Family Office

The Quest Organization; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

The Quest Organization in Boston, MA seeks a hands-on Controller to lead accounting, financial reporting, and tax across a complex multi-entity structure.

Reporting to the CFO, you will oversee day-to-day accounting operations, consolidate financial statements, manage intercompany activity, and coordinate federal, state, and local tax filings with external advisors. You will partner closely with family principals and senior leadership to implement strong controls and scalable processes.

Qualifications

• CPA is required.
• Bachelor’s degree in Accounting, Finance, or related field.
• 7+ years of progressive accounting experience with significant tax experience.
• Experience with multi-entity taxation and tax planning.
• Strong understanding of GAAP and financial reporting.
• Experience preparing consolidated financial statements and intercompany accounting.
• Advanced Microsoft Excel skills.

Responsibilities

• Lead accounting and financial reporting across multiple entities.
• Oversee monthly, quarterly, and annual close and consolidated statements.
• Coordinate with external tax advisors; prepare federal, state, and local returns.
• Manage intercompany accounting, cash management, and entity administration.
• Develop accounting policies and internal controls to support growth.
• Assist with audits, banking relations, and special projects.

Skills

CPA

GAAP proficiency

Advanced Excel

Financial reporting

Education

Bachelor’s degree in Accounting, Finance, or related field

Job description

Family Office Controller

Private Family Office

A private family office is seeking a Controller to lead the accounting, financial reporting, and tax functions for a complex multi-entity environment. Reporting directly to the CFO, this individual will oversee all day-to-day accounting operations while serving as the primary internal resource for tax coordination, financial reporting, cash management, and entity administration.

This is a highly visible, hands-on role that will partner closely with family members, senior leadership, and external advisors to ensure accurate financial reporting, tax compliance, and scalable financial operations.

Responsibilities

• Lead all accounting and financial reporting activities across multiple entities, including individuals, trusts, partnerships, LLCs, and investment holding companies.
• Oversee the monthly, quarterly, and annual close process, including preparation of consolidated financial statements.
• Manage all aspects of tax compliance by coordinating with external tax advisors and reviewing federal, state, and local tax returns, K-1s, estimated tax payments, and supporting workpapers.
• Serve as the primary internal resource for complex tax matters affecting the family office, ensuring timely compliance and identifying tax planning opportunities.
• Oversee intercompany accounting, capital accounts, distributions, cash management, and entity-level financial activity.
• Maintain the general ledger and ensure accurate accounting records in accordance with GAAP and family office reporting requirements.
• Prepare financial analyses, dashboards, cash flow forecasts, and reporting packages for the CFO and family principals.
• Partner with legal, tax, investment, and estate planning advisors on entity formation, restructuring, transactions, and ongoing compliance.
• Develop and improve accounting policies, internal controls, and financial processes to support the continued growth of the family office.
• Assist with audits, financial reviews, banking relationships, and special projects as needed.

Qualifications

• CPA required.
• Bachelor’s degree in Accounting, Finance, or related field.
• 7+ years of progressive accounting experience with significant tax experience required.
• Strong expertise in partnership, trust, individual, and multi-entity taxation.
• Experience reviewing complex tax returns, K-1s, estimated tax calculations, and coordinating with outside tax advisors.
• Extensive experience preparing consolidated financial statements and managing intercompany accounting.
• Strong understanding of GAAP and financial reporting.
• Advanced Microsoft Excel skills and experience developing advanced