Job Description

About the job

Organization

We are a Multi-Generational Single-Family Office managing a multitude of investments including real estate, private equity, hedge funds, bonds and US Securities. This is a unique opportunity for an accounting professional who wants the challenges of complex financial situations while working in a small, less stressful environment compared to a large firm. 

Family Office Tax Controller Position Overview

We are looking for a progressive-thinking, motivated individual to join our team as the Family Office Tax Controller. A great candidate will have passion for their work and share in our drive to seek excellence in all we do. Integrity and honesty are key values for all employees who work here. 

As a true finance business partner advising our team, you will work onsite and will have a critical role in shaping our success. You will serve as the onsite tax and accounting leader for our Family Office and will be responsible for the financial oversight of the office. You must be a self-starter, motivated, adaptable, and a leader. The position requires daily presence. The Family Office Tax Controller will be a skilled navigator, expertly guiding the financial ship through day-to-day operations and solving problems. This person will ensure timely closing and reporting of financial results and financial forecasts.

Key Responsibilities:

Business Planning, Taxation, Decision Support & Performance Advisory

• Demonstrate understanding of businesses and operations including analysis and planning of budgets, cash flow, and balance sheets.
• Lead the annual planning and budgeting process for the family office and associated entities.
• Lead the preparation of all individuals, C-Corp, S-Corp, Foundation, LLC and Trust tax returns.
• Conduct complex financial analyses and provide strategic tax-related financial advice.
• Execute financial forecasting and support tax strategy development.
• Assist with the annual audit and ensure regulatory compliance for our Special Metropolitan District.
• Lead the preparation of annual personal and entity financial statements.
• Interface with Deloitte Tax LLP with our tax work.
• Contribute to management meetings to help drive the goals and objectives of the family.
• Develop, enforce, and evaluate accounting policies and procedures in conjunction with business needs. Recommend process improvements.

Financial Operations & Governance

• Execute the daily financial and accounting operations of our office.
• Implement cost controls and ensure compliance with financial regulations and tax regulations.
• Manage cash flow forecasting, reporting, and variance analysis.
• Additional duties as assigned.

Performance Management & Reporting

• Develop and deliver regular financial reports for key family members.
• Advise on strategic opportunities and provide recommendations to improve financial outcomes.
• Monitor project financial performance, identifying trends and opportunities for cost optimization.
• Manage all accounting and tax work.
• Train and mentor office manager/bookkeeper
• Must have the ability and experience to model and manage the accounting and tax work of the office.

Attributes

• A strategic thinker who acts as a financial business partner, offering insights to drive the office forward.
• Highly organized, self-motivated, and passionate about excellence.
• A masterful executor who thrives in a small company, entrepreneurial environment.
• Detail-oriented with a strong ability to see the big picture and deliver strategic recommendations.
• An effective communicator with strong written and oral communication skills.
• Collaborative and adaptable, with a service-oriented approach.
• Demonstrates patience and ability to offer clear insight to 3 generations of family.

Key Requirements

• Bachelor’s degree in accounting, CPA required
• 15 years of relevant accounting/finance experience.
• Strong understanding of accounting principles (GAAP), financial controls and tax preparation.
• Proficiency in Quickbooks and Microsoft Office Suite, particularly Excel. Experience with tax software, Drake Software a plus. 
• Experience in family offices, tax preparation, real estate, and development projects is highly valued.
• This role is on-site 5 days a week.
• Adhere to the highest level of confidentiality.

Competitive Compensation

• Annual salary range $175,000 - $200,000 with an annual performance bonus. 
• Healthcare and vision insurance.
• Paid time off and professional development opportunities.

Professionals who meet or exceed the established criteria are encouraged to send a compelling cover letter and resume addressed to Bart Bansbach [email protected] and Lynn Lancaster [email protected]

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