Controller – Family Office

The Quest Organization; Washington (District of Columbia); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work schedule

Strong work-life balance

Job summary

The Quest Organization in Washington, DC is seeking a seasoned Controller 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 and long-term stability within a multi-generational family office.

Responsibilities include overseeing day-to-day accounting for LLCs, trusts, and investment entities, preparing financial statements, coordinating with tax advisors,

Qualifications

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

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

Financial reporting

Cash management

Analytical skills

Discretion

Attention to detail

Education

CPA

Tools

Excel

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