Associate Financial Controller

COMPANY OVERVIEW

Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities.

The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines.

POSITION SUMMARY

The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations.

The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients.

The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations.

The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions.

KEY RESPONSIBILITIES

Client & Fund Accounting

• Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts .
• Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.
• Assist with trust account contributions, distributions, rebalancing, and asset allocation.
• Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.
• Maintain underlying financial data supporting regulatory reporting and external audits.
• Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.

Corporate Accounting, Payroll & Benefits

• Support corporate accounting, budgeting, and banking activities for U.S.-based entities.
• Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.
• Partner with internal advisors to provide financial analysis supporting clients.
• Assist with payroll administration and related reporting and tax filings.
• Support the administration of employee benefit programs.

Tax Compliance & Planning Support

• Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.
• Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.
• Maintain records supporting tax-loss harvesting and trust distribution planning strategies.
• Assist with quarterly federal and state estimated tax payments.
• Prepare domestic payroll reports and forms for clients.
• Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.
• Coordinate with international colleagues to obtain required financial and tax information.
• Partner with an external accounting firm responsible for final review and filing of tax returns.

Systems & Process Improvement

• Maintain accurate and complete client financial and tax records.
• Update internal systems supporting tax filings, accounting, and client reporting.
• Maintain client files in coordination with external accounting partners.
• Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.
• Support continued alignment and information sharing across U.S. and international operations.

EDUCATION & EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.
• CPA or equivalent professional designation.
• 5+ years of finance/accounting experience, preferably within an international professional services environment.
• Knowledge of accounting, taxation, bookkeeping, and banking.
• Strong Excel, QuickBooks, and Microsoft Office skills.
• Experience leveraging AI and automation within business processes and workflows.
• Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.
• Continuous improvement mindset.

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