Controller (Single Family Office)

Atlas Search; New York (NY); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Vision insurance

Paid paternity leave

Disability insurance

Paid maternity leave

Job summary

A renowned recruitment agency is seeking an Executive Director, Head of Family Office and Tax – Controller to oversee financial operations within a Single Family Office in New York. The ideal candidate will have extensive experience managing complex portfolios and a strong accounting background. This full-time position offers competitive compensation, including potential bonuses and comprehensive benefits such as medical and disability insurance, and paid parental leave.

Qualifications

• Minimum of 8 years in a similar role within a Family Office or comparable financial environment.
• Strong background in managing complex portfolios.

Responsibilities

• Prepare accurate monthly financial reports for the Principal and their family.
• Maintain detailed work papers and accounting records for asset transfers.
• Produce financial statements and documentation for engagements.
• Oversee treasury functions and manage cash flow.
• Lead and support ad-hoc financial analysis and process improvements.
• Collaborate with internal teams and external partners.
• Ensure compliance with accounting standards and tax regulations.

Skills

Organizational skills

Attention to detail

Analytical skills

Verbal communication

Written communication

Education

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

CPA or advanced degree preferred

Tools

Microsoft Office Suite (Excel, Word, PowerPoint)

Accounting software (e.g., QuickBooks, NetSuite)

Job description

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

Base pay range

$150,000.00/yr - $180,000.00/yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from Atlas Search

Executive Director, Head of Family Office and Tax – Controller (Single Family Office)

An established Single Family Office seeks a highly skilled and motivated Controller to join their dynamic accounting team. This role supports the financial operations of a sophisticated portfolio, managing accurate records for the family’s diverse holdings, including Investment LLCs, trusts, and nonprofit entities. The portfolio spans traditional public market investments (equities, fixed income) and alternative strategies (private equity, private credit, hedge funds, and real assets). This is an exceptional opportunity for a driven accounting professional to collaborate with senior leadership, contribute to strategic growth, and thrive in a fast-paced, high-impact environment.

Key Responsibilities

• Prepare accurate and timely monthly financial reports for the Principal and their family, ensuring clarity and actionable insights.
• Maintain detailed work papers and accounting records for asset transfers, noncash distributions, and complex transactions.
• Produce financial statements and documentation to support engagements with financial institutions, investment managers, and transactional needs.
• Oversee treasury functions, including cash flow management, liquidity planning, and banking relationships.
• Lead and support ad-hoc projects, including financial analysis, process improvements, and strategic initiatives.
• Collaborate with internal teams and external partners (e.g., investment managers, legal advisors) to ensure seamless financial operations.
• Ensure compliance with relevant accounting standards, tax regulations, and reporting requirements.

Qualifications

• Experience: Minimum of 8 years in a similar role within a Family Office or comparable financial environment, with a strong background in managing complex portfolios.
• Education: Bachelor’s Degree in Accounting, Finance, or a related field; CPA or advanced degree preferred.
• Technical Skills: Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with accounting software (e.g., QuickBooks, NetSuite) is a plus.
• Core Competencies:
  • Exceptional organizational skills with the ability to manage multiple priorities and deadlines independently.
  • Meticulous attention to detail and a commitment to accuracy in financial reporting.
  • Strong analytical and problem‑solving skills, with the ability to translate complex data into clear insights.
  • Outstanding verbal and written communication skills, with experience interacting effectively with senior management and external stakeholders.
• Personal Attributes: Proactive, ethical, and adaptable, with a strong work ethic and a passion for contributing to the organization’s success.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Accounting / Auditing

Industries

Individual and Family Services, Real Estate, and Venture Capital and Private Equity Principals

Inferred from the description for this job

• Medical insurance
• 401(k)
• Vision insurance
• Paid paternity leave
• Disability insurance
• Paid maternity leave

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