Controller

Our client is a private single-family office and investment firm. They seek a Controller to join their Manhattan, NY office.ResponsibilitiesDirect day-to-day accounting activities, including general ledger oversight and financial reporting across multiple entitiesCompile and present consolidated and individual financial statements for family members and associated trustsAdminister treasury activities such as cash flow projections, liquidity management, and banking relationshipsRecord and monitor capital activity, including contributions, distributions, and valuation updates across private investments and real assetsSynthesize investment data into performance summaries and contribute to ongoing investment analysisCoordinate with external accounting providers to support the timely preparation and submission of required tax filingsReview and maintain tax documentation, including workpapers and K-1 reporting accuracyContribute to tax planning efforts and ensure compliance across all entitiesStay aligned with evolving tax and accounting standards in collaboration with external advisors and internal stakeholdersEngage with compliance specialists to uphold regulatory filing standards and best practicesMaintain estate and succession planning documentation in coordination with legal counselCollaborate with investment managers, attorneys, accountants, and philanthropic advisors to support integrated financial and operational decision-makingRequirements8+ years of relevant experienceFamily office experience requiredTax exposure/knowledge required (K-1’s, compliance)Highly organized and collaborativeExcellent written and verbal communication skillsDetail-oriented and highly-analyticalCPA requiredQuickBooks experience is a plusJob ID # 47956Tagged as: In-OfficeDate Posted:Posted on March 26, 2026Location:New York, NY 10022, USAJob Title:ControllerSalary:$185,000 - $225,000