Controller

CONTROLLER

Our client, a Rockland County family office, is seeking a sharp CPA.

This is a 5 days in office role. Candidates with investment audit experience directly from public accounting are welcome.

If you think you are the right match for the following opportunity, apply after reading the complete description.

Key Responsibilities

• Accounting Operations & Reporting: Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations.
• Cash Management & Treasury: Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls.
• Tax & Audit Coordination: Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits.
• Investment Accounting: Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions.
• Internal Controls & Compliance: Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity.
• Technology & Infrastructure: Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).

Required Qualifications

• Education: Bachelor’s degree in Accounting or Finance required.
• Certification: CPA (Certified Public Accountant) is REQUIRED .
• Experience: 5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.
• Technical Skills: Advanced proficiency in Excel and accounting software (e.g., QuickBooks, Sage, Genesis).

Required Soft Skills & Competencies

• Ironclad Discretion: Must handle highly sensitive financial and personal information with confidentiality.
• Detail-Oriented: Exceptional attention to detail to ensure accuracy in complex structures. xhqgsiq
• Proactive & Hands-on: A self-starter capable of managing granular bookkeeping while providing high-level strategic data.

• Seniority Level
• Director
• Industry
• Financial Services
• Employment Type