Senior Accountant or Assistant Controller (ID# 5348)

TGC Search; Florida; Hybrid; USD 90,000 - 130,000; Full time

Job summary

TGC Search is seeking a Senior Accountant or Assistant Controller for a private family office with a diversified portfolio of family-owned entities, investments, and assets. This hybrid role requires 2-3 days onsite weekly at the Sunny Isles Beach, FL office.

The ideal candidate will have hands-on accounting experience, including month-end close, general ledger management, and coordination with outside CPAs and tax professionals.

Qualifications

• 5+ years of progressive accounting experience.
• Strong month-end close and closing entries experience.
• Solid general ledger management and reconciliations.
• Experience coordinating with outside CPAs and tax professionals.
• Experience managing accounting for multiple entities or entities with varying activity.

Responsibilities

• Manage day-to-day accounting and general ledger for ~24 entities.
• Prepare and post month-end close entries and perform reconciliations.
• Oversee month-end and year-end close processes for accuracy.
• Maintain records for entities with varying activity levels.
• Coordinate with external CPAs, tax advisors, attorneys, vendors, and other professionals.

Skills

5+ years accounting

Month-end close

General ledger

Coordination with CPAs & tax pros

Multi-entity accounting

Excel proficiency

Education

CPA license preferred

Tools

QuickBooks Desktop

Job description

Senior Accountant/Assistant Controller (Family Office)

Location: Sunny Isles Beach, FL (Hybrid, 2-3 days onsite per week)

Employment Type: Full-Time

Position Summary

A private, multi-entity family office is seeking a Senior Accountant or Assistant Controller to oversee accounting activities across a diverse portfolio of family-owned entities, investments, and assets. This is a hybrid position with 2-3 days onsite per week in the office located in Sunny Isles Beach, FL.

The ideal candidate will have strong hands‑on accounting experience, including month-end close, closing entries, general ledger management, and coordination with outside CPAs and tax professionals. Experience working within a family office environment is ideal, although candidates from public accounting, investment management, hedge funds, or other complex multi‑entity environments will also be considered.

The family office currently manages approximately 24 entities, ranging from entities with regular activity to others with only a few transactions per month. The role will also support accounting and record‑keeping related to a variety of family assets and investments, including real estate, collectibles, agricultural/farm assets, and other holdings.

Key Responsibilities

• Manage day‑to‑day accounting and general ledger activities across approximately 24 legal entities.


• Prepare and post month‑end closing entries and perform account reconciliations.


• Manage the monthly and year‑end close process, ensuring accuracy and completeness of financial records.


• Maintain accounting records for entities with varying levels of transaction activity.


• Track and account for family‑office assets, investments, real estate, collectibles, farm‑related assets, and other holdings.


• Coordinate closely with outside CPAs, tax advisors, attorneys, vendors, and other external professionals.


• Provide outside tax professionals with accurate financial information and documentation needed for tax filings and planning.


• Assist with tax‑related accounting and reporting; prior tax experience is highly beneficial.


• Research and resolve accounting discrepancies and ensure proper classification of transactions.


• Maintain supporting schedules and documentation for entities, investments, and assets.


• Assist with financial reporting, cash management, budgeting, and other accounting projects as needed.


• Ensure appropriate accounting records and documentation are maintained across all entities.


• Support the Controller/ownership with special projects and ad‑hoc financial analysis.

Qualifications

• 5+ years of progressive accounting experience, with strong general ledger and close experience.


• Demonstrated experience preparing closing entries and completing month‑end reconciliations.


• Proven experience working directly with outside CPAs and tax professionals.


• CPA strongly preferred.


• Experience with QuickBooks Desktop is required.


• Strong Excel skills and proficiency with accounting systems.


• Experience managing accounting for multiple legal entities.


• Strong organizational skills and ability to manage competing priorities independently.


• Excellent written and verbal communication skills, particularly when coordinating with external advisors and vendors.


• Strong attention to detail, discretion, and professionalism when handling confidential financial information.

Preferred Experience

• Family office accounting experience.


• Hedge fund, investment management, private investment, or alternative investment accounting experience.


• Public accounting experience.


• Tax accounting or tax‑related experience.


• Experience accounting for real estate, collectibles, agricultural/farm assets, or other non‑traditional investments.


• CPA or active CPA license.

Ideal Candidate

The ideal candidate is a hands‑on accounting professional who is comfortable owning the books rather than simply processing transactions. They should be capable of working independently across numerous entities, understand the importance of a clean and accurate close, and be comfortable serving as the internal accounting point person while coordinating with outside CPAs, tax professionals, and vendors.

A family‑office background is a plus, but the client is open to candidates who bring the right combination of multi‑entity accounting, close experience, CPA/public accounting exposure, and strong communication skills from other environments.

We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.