Controller (Family Office)

Sunrock Industries; Raleigh (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

Sunrock Industries in Raleigh, NC seeks a seasoned Controller to oversee financial operations across family office structures, real estate entities, trusts, and philanthropic foundations. You will manage the general ledger, treasury, and reporting, ensuring institutional-grade accounting rigor and strict confidentiality.

The role partners with external CPAs and tax advisors, coordinates tax planning and compliance, leads internal controls, and supports governance meetings with clear, concise

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA license strongly preferred.
• 8–10+ years of progressive accounting and financial management experience.
• Experience in multi-entity, family office, or private equity environments preferred.

Responsibilities

• Own the full general ledger and accounting cycle across complex multi-entity structures.
• Prepare monthly, quarterly, and annual financial statements and balance sheets.
• Oversee treasury, cash flow planning, and investment reporting.
• Coordinate with external CPAs and tax advisors for annual tax planning and filings.
• Design and maintain internal controls and risk management.

Skills

Integrity

Discretion

Communication

Education

Bachelor's degree in Accounting or Finance

Certified Public Accountant (CPA) license preferred

Tools

Excel

SharePoint

ERP/accounting platforms

Job description

Job Summary:

The Controller oversees all financial operations, general ledgers, treasury functions, and reporting packages for the family office, holding companies, real estate entities, trusts, and philanthropic foundations. This hands-on financial leader ensures institutional-grade accounting rigor, maintains strict confidentiality, and acts as a primary liaison to external tax, investment and legal advisors.

Key Responsibilities

• Accounting & Financial Reporting
• Own the full general ledger and accounting cycle across complex multi-entity, partnership, and trust structures.
• Prepare accurate monthly, quarterly, and annual financial statements, balance sheets, and income statements.
• Oversee project accounting and financial tracking for real estate holdings, construction projects, and lifestyle assets.
• Deliver clean, organized financial packages and summaries for family governance meetings and strategic planning sessions.
• Treasury & Investment Management
• Monitor, manage, and reconcile of bank and custodial accounts across multiple financial institutions.
• Oversee cash flow planning, liquidity management, and capital call fulfillment for alternative investments (private equity, venture capital, hedge funds).
• Work with investment managers and oversee family investments for performance reporting, risk management and allocation.
• Tax Coordination & Compliance
• Coordinate with external CPAs and tax advisors to facilitate annual tax planning, compliance filings, and K-1 reviews for individuals, trusts, and corporate entities.
• Track and manage timely payments for property taxes, estimated income taxes, and gift/estate tax schedules.
• Ensure proper documentation and compliance tracking (such as W-9s and 1099 filings).
• Internal Controls & Risk Management
• Design, implement, and maintain robust internal controls and segregation of duties for capital transfers and wire approvals.
• Manage insurance programs: property, liability, health and life.
• Mitigate risks related to investments, legal exposures and compliance matters.
• Maintain records and document management
• Family Office Support
• Property management for family real estate and investment properties
• Support family office governance process: family meetings, education and event planning.
• Support family philanthropic program and giving

Qualifications & Requirements

• Education: Bachelor's degree in Accounting, Finance, or a related field.
• Credentials: Certified Public Accountant (CPA) license strongly preferred.
• Experience:
  • 8 to 10+ years of progressive accounting and financial management experience.
  • Prior experience working in public accounting (with a mix of tax and audit exposure) or managing finances within a single/multi-family office, private equity, or high-net-worth wealth management practice.
• Technical Skills: Advanced proficiency in Excel, SharePoint, financial reporting tools, and modern ERP/accounting platforms
• Soft Skills: Uncompromising personal integrity, absolute discretion with sensitive family and financial data, and strong communication skills to present complex concepts clearly to principals.