CONTROLLER

• Enjoy bringing clarity and structure to complex financial environments
• Value accuracy, integrity, and confidentiality in your work
• Are a proactive problem-solver who anticipates needs
• Communicate effectively with diverse stakeholders
• Adapt easily to changing priorities and responsibilities

These skills will be used to:

• Lead accounting operations across trusts, partnerships, LLCs, and nonprofit entities
• Prepare quarterly consolidated and entity‑level financial statements, including eliminations
• Ensure timely and accurate reporting of financial and investment activity
• Manage capital calls, distributions, and investment tracking
• Oversee accounting systems, reporting processes, and operational infrastructure
• Maintain and refine cash flow forecasting, budgeting, and liquidity oversight
• Coordinate preparation and review of federal and state tax filings, extensions, estimates, and K‑1 workflows
• Prepare and issue annual 1099s and maintain compliance policies and internal controls
• Enhance risk‑mitigation practices and strengthen approval workflows
• Perform other duties as assigned by leadership
• 10+ years of progressive accounting experience
• Experience managing consolidated financial statements across multiple entities
• Ability to build complex financial or operational models
• Understanding of investment, partnership, and equity‑method accounting
• CPA preferred
• Experience with tax filings, family office or private investment work, system conversions, or nonprofit/foundation structures

Physical demands and work environment:

• Ability to perform repetitive motions and use fine motor skills (typing, writing, operating office equipment)
• Ability to lift and carry approximately 20–25 lbs unassisted
• Ability to sit for long periods with occasional reaching and standing

• Health Insurance