Family Office Controller
$175k - $200kSeeley Consulting LLC
Job Description
Family Office Controller (CPA) – Confidential Search
Bethesda, MD | On-site | Full-time
Seeley Consulting is partnering with a well-established, Bethesda-based real estate development and investment company to find a seasoned accounting professional to lead financial reporting for the owner’s family office. You’ll work directly with the principal and become a trusted adviser on the family’s trusts, partnerships, investments and tax matters.
This role is a great fit for a CPA from high-net-worth tax, private client services, family office, wealth management, or real estate or private equity fund accounting who wants to focus on one family instead of a full client roster.
What you’ll do
- Maintain financial records for trusts, foundations and private investment partnerships
- Reconcile accounts, prepare monthly statements, and support annual tax filings (1040, 1065, 709, 990-PF)
- Coordinate with outside CPAs on quarterly estimates and year-end compliance
- Track cost basis, family gifting, multi-state tax items and personal real estate activity
- Support estate planning efforts in partnership with the family’s advisers
- Monitor private equity and real estate investments, including performance updates, capital calls, distributions and equity needs
- Review investor reporting: quarterly reports, capital call and distribution notices, waterfalls and K-1s
- Monitor and project cash flow for operating and strategic purposes
- Prepare clear, concise summaries for the family on cash flow, investment performance and gifting activity
- Build standard reporting packages and schedules, and recommend improvements to format, timing and controls
- Work with the company’s Bethesda and Frederick teams on investor reporting
What you bring
- Bachelor’s degree in accounting or finance required; CPA strongly preferred
- 7+ years in public accounting, family office, private wealth, or real estate or private equity fund accounting
- Hands-on experience with trust and partnership accounting
- Working knowledge of individual, partnership, gift and private foundation tax
- Experience tracking private investments: capital calls, distributions, K-1s and basis
- Strong Excel skills and experience with QuickBooks or similar; family office platforms a plus
- Comfort with technology, including AI tools, to work more efficiently
- Absolute discretion with confidential information, and sound judgment
- Ability to turn complex numbers into a short, useful summary for non-finance readers
- A mature, collaborative style and comfort working closely with a principal in a small office
Compensation
$175,000–$200,000 base salary plus bonus, depending on experience.
Why this role
- Direct partnership with the principal and real influence on how the family office runs
- Depth over volume: one family’s full financial picture instead of dozens of client deadlines
- A stable, respected real estate organization with a collaborative culture
Vacancy posted 2 days ago
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