Controller - Family Office

The Quest Organization; Washington; Hybrid; USD 140,000 - 230,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

The Quest Organization is seeking an experienced Controller for its Washington, DC-based family office to oversee accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, investments, and personal assets.

This role offers a hybrid work schedule, long-term stability, and the opportunity to partner with principals on complex financial matters, including tax coordination, investment reporting, and estate planning support.

Qualifications

• CPA certification required.
• 10+ years of progressive accounting/finance experience.
• Prior family office experience preferred.
• Strong financial reporting and analytical skills.
• High level of discretion and attention to detail.

Responsibilities

• Oversee day-to-day accounting and financial management for multiple LLCs, trusts, and investment entities.
• Prepare and review monthly, quarterly, and annual financial statements.
• Coordinate with external tax advisors and support tax preparation processes.
• Monitor passive investments, review manager reports, and prepare analyses.
• Oversee financial matters related to personal residences, including mortgages, taxes, insurance, and expenses.
• Assist Principals with financial, investment, and charitable matters.

Skills

Advanced Excel

QuickBooks proficiency

Bill.com experience

Education

CPA

Tools

QuickBooks

Bill.com

Job description

Controller - Family Office

Washington, DC-based Single Family Office seeks an experienced Controller to oversee accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, investments, and personal assets. This is a unique opportunity to join a stable, multi-generational family office offering strong work/life balance, long-term stability, and a hybrid work schedule. The role is open due to a planned retirement, allowing for a smooth transition with existing personnel.

Responsibilities

• Oversee day-to-day accounting and financial management for multiple LLCs, trusts, and investment entities
• Prepare and review monthly, quarterly, and annual financial statements
• Coordinate with external tax advisors and support tax preparation processes
• Monitor passive investments, review manager reports, and prepare analyses
• Oversee financial matters related to personal residences, including mortgages, taxes, insurance, and expenses
• Assist Principals with financial, investment, and charitable matters

Requirements

• 10+ years of progressive accounting/finance experience
• CPA required
• Prior family office experience required
• Strong financial reporting and analytical skills
• High level of discretion, professionalism, and attention to detail
• Advanced Excel and QuickBooks proficiency; Bill.com experience preferred