Controller – Family Office

Location: New York, NY

Salary: $200,000 to $300,000

The Firm is a single family office managing the assets of our high net worth client. The position will report directly the Principal of the firm and be an integral part of the organization.

Responsibilities Include:

  • Responsible for the day to day accounting for the family and their assets
  • Review of individual and estate & trust tax returns
  • Manage relationships with outside public accounting firms and legal counsel
  • Responsible for managing and developing accounting team
  • Responsible developing and managing the annual operation budget
  • Manage charitable foundations budgets, funding and operations
  • Assist in tax and estate planning

Required Experience:

  • 10+ Years of experience working with family offices
  • Experience with high net worth returns
  • Exposure to Trusts & Estates