Controller - Must Have Family Office

LevelUP HCS; Orlando (FL); On-site; USD 115,000 - 135,000; Full time

Job summary

A leading company is seeking an experienced Full-Time Controller for their high-net-worth family office. The role involves managing complex financial operations, ensuring compliance with tax regulations, and maintaining financial records for various private assets. Ideal candidates possess robust accounting skills, extensive bookkeeping experience, and exceptional attention to detail. This position offers a competitive salary and opportunities for professional growth.

Qualifications

• 5-7 years experience in accounting or bookkeeping, preferably in a family office.
• Extensive experience with tax compliance.
• Strong knowledge of accounting principles and financial reporting.

Responsibilities

• Manage the day-to-day financial operations of the family office.
• Maintain accurate financial records for family assets.
• Prepare and analyze financial statements and budgets.

Skills

Attention to detail

Organizational skills

Communication skills

Interpersonal skills

Discretion and confidentiality

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Office Suite

Job description

This range is provided by LevelUP HCS. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $135,000.00/yr

Must Have Family Office Experience

Must be U.S. Citizen/Green Card Holder

Job Summary:

We are seeking an experienced and detail-oriented Full-Time Controller for a high-net-worth family office overseeing various private assets, including yachts, aircraft, multiple residences, and several subsidiary businesses. The ideal candidate will possess 5 years of experience in managing complex financial affairs and meticulous bookkeeping.

Duties:

• Manage the day-to-day financial operations of the family office.
• Maintain accurate and up-to-date financial records for all family assets, including private yachts, aircraft, multiple homes, and subsidiary businesses.
• Prepare and analyze financial statements, proforma balance sheets, P/L’s budgets, and reports to provide clear financial insights to the principal and family office manager.
• Perform all bookkeeping tasks, including accounts payable/receivable, payroll, bank reconciliations, and general ledger maintenance.
• Ensure timely and accurate recording of all financial transactions.
• Implement and maintain robust internal controls to safeguard assets and ensure accurate financial reporting.

Tax Planning and Compliance:

• Ensuring compliance with all federal, state, and local tax regulations, local filings
• Liaise with family officer manager and provide accounts and information to external tax advisors and auditors as needed.

Expense Management:

• Manage staff expense reports, ensuring compliance with company policies and accurate recording.
• Monitor and control family and household expenses, providing regular reports to the principal.
• Oversee expense reimbursements and manage petty cash.

Financial Analysis and Reporting:

• Prepare detailed financial reports and presentations for the principal and family office manager.

Asset Management:

• Maintain detailed records of all family assets, including purchase, maintenance, and depreciation schedules.
• Coordinate with property managers, yacht and aircraft operators, and other service providers to ensure efficient asset management

General Administration:

• Provide general administrative support as needed.

Experience:

• Bachelor's degree in Accounting; CPA or equivalent certification preferred.
• Minimum of 5-7 years of experience in accounting or bookkeeping, preferably within a family office or high-net-worth environment.
• Extensive experience with tax compliance.
• Strong knowledge of accounting principles, financial reporting, and bookkeeping practices.
• Proficiency in accounting software and Microsoft Office Suite, QuickBooks.
• Exceptional attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple tasks in a fast-paced environment.
• Discretion and confidentiality are paramount.

Education:

• Bachelor's (Required)

Experience:

• Accounting: 5 years (Required)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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