Family Office – 2nd in charge to CFO

Newly created Family Office Controller opportunity in Midtown Manhattan. Join a Multi-Family Office/Private Investment Management firm in a pivotal role reporting directly to the CFO.

About the role

We are seeking a professional with a blend of finance, tax, and accounting operations expertise.

Responsibilities

• Direct interaction with family members regarding tax and financial matters.
• Assist with family office operations (insurance, payroll, real estate management, foundations, trusts).
• Review tax projections, tax packages, and returns of individuals, trusts, and partnerships.
• Review third-party tax returns for accuracy and ensure timely filing.
• Assess the impact of tax law changes on financial and tax planning strategies, charitable giving, and estate planning.
• Provide oversight with real estate matters, such as insurance, real estate taxes, lease agreements, easements, payroll, and accounting/reporting.
• Lead, coordinate, and manage special projects.
• Communicate with internal teams and external advisors.

Requirements

• BS in Accounting.
• 7–12 years of experience with some exposure to either hedge fund management company or family office.
• Prior tax exposure required.
• Family office experience preferred.
• Ability to work both independently and as part of a team.
• Strong communication skills.
• Self-starter.
• Flexibility to quickly pivot between projects as needed.