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Controller - Family Office

The Quest Organization

Controller - Family Office Washington, DC-based Single Family Office seeks an experienced Controller to oversee accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, investments, and personal assets. This is a unique opportunity to join a stable, multi-generational family office offering strong work/life balance, long-term stability, and a hybrid work schedule. The role is open due to a planned retirement, allowing for a smooth transition with existing personnel. Responsibilities Oversee day-to-day accounting and financial management for multiple LLCs, trusts, and investment entities Prepare and review monthly, quarterly, and annual financial statements Coordinate with external tax advisors and support tax preparation processes Monitor passive investments, review manager reports, and prepare analyses Oversee financial matters related to personal residences, including mortgages, taxes, insurance, and expenses Assist Principals with financial, investment, and charitable matters Requirements 10+ years of progressive accounting/finance experience CPA required Prior family office experience required Strong financial reporting and analytical skills High level of discretion, professionalism, and attention to detail Advanced Excel and QuickBooks proficiency; Bill.com experience preferred #J-18808-Ljbffr The Quest Organization

Vacancy posted 2 days ago
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