Private Family Office Controller & Finance Leader

Andsimple; Charleston (SC); On-site; USD 120,000 - 190,000; Full time

Job summary

Andsimple in Charleston, SC seeks a hands-on Controller to report to the CFO and coordinate all accounting for a private family office and its entities. You will manage personal and business cash flows, oversee financial reporting, and coordinate tax advisory services across multiple entities.

The role requires 8+ years of accounting experience, strong leadership, GAAP expertise, and a meticulous, confidential approach to sophisticated estate and wealth management activities.

Qualifications

• Bachelor's degree in Business, Accounting or Finance.
• 8+ years accounting experience.
• 5+ years managing, leading, training and motivating multiple staff.
• Proficiency with Microsoft Office (Excel) and financial systems such as Sage Intacct, Addepar and Expensify.
• Solid understanding and working knowledge of GAAP and financial statements.
• Ultra-high attention to detail, problem solver and intellectually curious; ability to adhere to the highest level of confidentiality.

Responsibilities

• Report directly to the Chief Financial Officer and coordinate all accounting functions.
• Oversee operating business accounts receivable, accounts payable and general ledger entries.
• Manage personal cash flow, investment accounts and business operations across multiple entities.
• Prepare financial reporting and financial statements for families, trusts and businesses.
• Liaise with tax accounting firms for the various entity tax returns.
• Own month-end and year-end close of financial statements and account reconciliations.
• Maintain relationships with private bankers, financial and wealth advisors, lawyers, insurance professionals and tax accountants.
• Manage, motivate and lead multiple staff across multiple teams and contribute to management meetings.
• Oversee real estate construction project management (commercial and residential).
• Maintain confidential financial and estate planning records; provide occasional after-hours support.

Skills

Attention to detail

Leadership

Confidentiality

Problem solving

Financial analysis

Communication

Education

Bachelor's degree in Business/Accounting/Finance

MBA

CPA

Tools

Sage Intacct

Addepar

Expensify

Excel

Job description

Andsimple in Charleston, SC seeks a hands-on Controller to report to the CFO and coordinate all accounting for a private family office and its entities. You will manage personal and business cash flows, oversee financial reporting, and coordinate tax advisory services across multiple entities.

The role requires 8+ years of accounting experience, strong leadership, GAAP expertise, and a meticulous, confidential approach to sophisticated estate and wealth management activities.