Finance Manager/Controller UHNW Family Office

Confidential; United States; On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical, Dental and Vision benefits with 100% premiums paid

Respectful working environment

Opportunity for long-term growth

Job summary

A private family office is seeking a Finance Manager/Controller to manage financial operations, ensure payroll compliance, and prepare detailed financial reports. The ideal candidate has a strong background in financial management and is trusted to handle sensitive information with discretion. This is an opportunity to support a dynamic family in a professional setting with a commitment to confidentiality.

Qualifications

• 7+ years of financial management experience, ideally in a family office.
• Expertise in payroll systems and U.S. payroll tax obligations.
• High integrity and commitment to confidentiality.

Responsibilities

• Prepare and deliver financial reports across multiple entities.
• Oversee payroll processing and compliance.
• Lead budgeting and financial forecasting.

Skills

Emotional intelligence

Organizational skills

Multitasking

Discretion

Communication skills

Education

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

CPA or MBA

Tools

Excel

QuickBooks

Sage Intacct

NetSuite

Job description

Finance Manager/Controller UHNW Family Office

Join to apply for the Finance Manager/Controller UHNW Family Office role at Confidential

Finance Manager/Controller UHNW Family Office

Join to apply for the Finance Manager/Controller UHNW Family Office role at Confidential

We are seeking a highly skilled and discreet Finance Manager to oversee the financial operations of a private family office. This role requires a strategic thinker with deep experience in managing private wealth, payroll administration, and multi-entity financial reporting. The ideal candidate will bring analytical rigor, sound judgment, and a collaborative spirit to a dynamic and confidential environment

You’ll be Great at this Role if:

• You are calm, adaptable, and solutions-oriented with a “no task too small” mindset
• You have exceptional emotional intelligence and polished communication style
• You are highly organized with strong multitasking and prioritization skills
• You can be discreet and trustworthy with sensitive information
• You have a great sense of humor and a team mindset

Key Responsibilities

• Prepare and deliver monthly, quarterly, and annual financial reports across multiple entities (LLCs, trusts, foundations).
• Oversee payroll processing and compliance, including coordination with HR, tax filings, and year-end statements (W-2s, 1099s).
• Administer compensation, bonuses, reimbursements, and benefit contributions for household and office staff.
• Lead budgeting, cash flow planning, and financial forecasting; provide variance analysis and strategic insights.
• Liaise with external CPAs, investment advisors, legal counsel, and insurance providers.
• Monitor and reconcile investment activity across asset classes (real estate, private equity, marketable securities).
• Manage general ledger bookkeeping, journal entries, and reconciliations; supervise internal or outsourced bookkeeping teams.
• Maintain financial recordkeeping systems for payroll, expenses, and disbursements.
• Support estate planning, tax preparation, and philanthropic initiatives.
• Identify and implement improvements to internal controls, financial systems, and reporting processes.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; CPA or MBA strongly preferred.
• Minimum 7 years of financial management experience, ideally within a family office or UHNW private environment.
• Expertise in payroll systems and U.S. payroll tax obligations.
• Strong understanding of multi-entity structures, private investments, and employee classifications.
• High integrity and commitment to confidentiality.
• Proficiency in Excel and accounting platforms (QuickBooks, Sage Intacct, NetSuite).
• Exceptional communication skills and professional demeanor.

What We Offer

• Medical, Dental and Vision benefits with 100% of premiums paid for employees and their eligible family members
• A dynamic and respectful working environment
• Opportunity to support a thoughtful, kind, and engaged family
• Competitive compensation and potential for long-term growth
• If you're a resourceful, service-minded professional who thrives in a fast-paced, high-trust environment, we’d love to hear from you. Apply today and bring your expertise to a role where no two days are the same.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  IT Services and IT Consulting

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