Atlas Search
This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $200,000.00/yr - $400,000.00/yr
Additional compensation types
Annual Bonus and RSUs
Direct message the job poster from Atlas Search
The Controller will oversee the financial operations of the Family Office, ensuring accurate accounting, timely reporting, and compliance with all regulatory and tax requirements. This role plays a critical part in managing the consolidated financial picture across entities, trusts, partnerships, and investments, while maintaining the highest level of confidentiality and integrity.
Responsibilities
Oversee day-to-day accounting for multiple entities including trusts, partnerships, investment vehicles, and operating companies.
Prepare consolidated financial statements, investment performance reports, and quarterly net worth analyses.
Maintain the general ledger and ensure proper accounting for investments, real estate, and intercompany transactions.
Manage cash flow forecasting and liquidity planning across entities.
Investment Oversight
Track and record capital calls, distributions, and valuations for private equity, hedge funds, and real estate investments.
Coordinate with external investment managers, custodians, and advisors to ensure accurate reporting.
Review partnership K-1s and reconcile investment activity with accounting records.
Tax, Audit & Compliance
Liaise with external tax advisors and auditors to support annual tax filings and audits.
Ensure compliance with federal, state, and local regulatory requirements.
Maintain entity structure records, including ownership, capital accounts, and legal documentation.
Hybrid in office, 2 days currently but could change to 3 or 4 days in office.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries: Venture Capital and Private Equity, Accounting, and Financial Services
Benefits
Medical insurance
Vision insurance
401(k)
Child care support
Disability insurance
#J-18808-Ljbffr
Base pay range $200,000.00/yr - $400,000.00/yr
Additional compensation types
Annual Bonus and RSUs
Direct message the job poster from Atlas Search
The Controller will oversee the financial operations of the Family Office, ensuring accurate accounting, timely reporting, and compliance with all regulatory and tax requirements. This role plays a critical part in managing the consolidated financial picture across entities, trusts, partnerships, and investments, while maintaining the highest level of confidentiality and integrity.
Responsibilities
Oversee day-to-day accounting for multiple entities including trusts, partnerships, investment vehicles, and operating companies.
Prepare consolidated financial statements, investment performance reports, and quarterly net worth analyses.
Maintain the general ledger and ensure proper accounting for investments, real estate, and intercompany transactions.
Manage cash flow forecasting and liquidity planning across entities.
Investment Oversight
Track and record capital calls, distributions, and valuations for private equity, hedge funds, and real estate investments.
Coordinate with external investment managers, custodians, and advisors to ensure accurate reporting.
Review partnership K-1s and reconcile investment activity with accounting records.
Tax, Audit & Compliance
Liaise with external tax advisors and auditors to support annual tax filings and audits.
Ensure compliance with federal, state, and local regulatory requirements.
Maintain entity structure records, including ownership, capital accounts, and legal documentation.
Hybrid in office, 2 days currently but could change to 3 or 4 days in office.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Accounting/Auditing
Industries: Venture Capital and Private Equity, Accounting, and Financial Services
Benefits
Medical insurance
Vision insurance
401(k)
Child care support
Disability insurance
#J-18808-Ljbffr