Senior Family Office Controller - Strategic FinOps Leader

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

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.