Controller/Family Office Manager

Job Description

Job Description

Family Office Manager / Controller

Location -Naples, FL

Full-time (30-40 hrs/week)

About the Role:

A private family office in Naples, FL is seeking an experienced Family

Office Manager/Controller to oversee bookkeeping, financial reporting, tax coordination and strategizing, entity administration, and day-to-day operational support across multiple family-owned businesses, real estate holdings, trusts, and partnerships. This is a high-trust, high-visibility role serving as the central point of coordination among the family's financial, legal, tax, banking, real estate, insurance, and investment professionals.

Responsibilities

• Bookkeeping & Financial Reporting**
• Manage day-to-day bookkeeping, AP/AR, account reconciliations, and transaction review across multiple entities
• Prepare financial statements, reports, cash-flow analyses, and consolidated financials spanning family-owned businesses, LLCs, partnerships, and trusts

Tax Coordination

• Prepare certain business and trust tax returns (Forms 1065, 1120S, 1041, K-1's)
• Coordinate additional filings with outside CPAs; gather and organize supporting documentation, schedules, and reconciliations

Entity & Trust Administration

• Maintain and monitor LLCs, partnerships, trusts, and other entities, including compliance and organizational records
• Assist with new entity formation and Florida state filings
• Support trust funding, wealth-transfer strategies, and intergenerational planning alongside estate-planning attorneys

Real Estate & Project Administration

• Handle lease preparation, negotiation, and administration
• Oversee/Assist managing property managers for smaller construction, maintenance, and renovation projects — coordinating contractors, reviewing invoices, and tracking progress

Relationship & Banking Management

• Manage banking relationships, transfers, and financing matters
• Coordinate with attorneys, financial advisors, property/building managers, contractors, insurance agents, CPAs, and bankers

Qualifications

• 5+ years of bookkeeping/accounting experience; multi-entity or family office experience strongly preferred
• Familiarity with partnership, S-corp, and trust tax return preparation (1065, 1120S, 1041) a plus
• Proficiency with QuickBooks (multi-entity) and standard financial reporting tool
• Comfortable managing multiple entities, deadlines, and relationships simultaneously
• High discretion, integrity, and professionalism handling sensitive financial information
• Strong communication skills for coordinating across attorneys, CPAs, bankers, and other advisors