Multi-Entity Family Office Controller

CBIZ Talent Solutions; New Jersey; On-site; USD 110,000 - 160,000; Full time

Job summary

CBIZ Talent Solutions is assisting our family office client in their search for an Assistant Controller. The role covers managing books and records across multiple entities, producing financial statements, and coordinating tax and entity reporting.

Candidate should have 5+ years of accounting experience, strong Excel skills, and familiarity with multi-entity structures such as trusts and LLCs. CPA preferred and experience with Archway or similar software is a plus.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license or active CPA candidacy preferred.
• 5+ years of progressive accounting experience with family office/private wealth or related field preferred.
• Strong command of general ledger accounting, financial statement prep, reconciliations, and month-end close.

Responsibilities

• Maintain books and records across multiple entities including LLCs, trusts, partnerships, foundations, and individuals.
• Prepare journal entries, reconciliations, schedules, and month-end close workpapers.
• Produce monthly, quarterly, and annual financial statements and entity-level reports.
• Track and reconcile activity across bank, investment, intercompany, and loan accounts.
• Support accounting for real estate holdings, private investments, and charitable activities.
• Process vendor payments, reimbursements, and disbursements; perform bank reconciliations and cash management.
• Manage W-9s, approvals, vendor records, and supporting docs.
• Assist with cash flow forecasting and funding needs such as capital calls and tax payments.
• Coordinate with outside CPAs on tax workpapers, K-1s, 1099s, and investment statements.

Skills

General ledger

Financial statements

Account reconciliations

Month-end close

Advanced Excel

Communication skills

Multi-entity structures

Education

Bachelor's degree in Accounting or Finance

CPA certification preferred

Tools

Archway

Job description

CBIZ Talent Solutions is assisting our family office client in their search for an Assistant Controller. The role covers managing books and records across multiple entities, producing financial statements, and coordinating tax and entity reporting.

Candidate should have 5+ years of accounting experience, strong Excel skills, and familiarity with multi-entity structures such as trusts and LLCs. CPA preferred and experience with Archway or similar software is a plus.