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Controller/Director of Tax - Family Office

New York City, NY 10003

Posted: 06/03/2024 Industry: High Priority Job Number: 2234861 Pay Rate: 150k/year - 250k/year

Job Description

Controller / Tax Director – Family Office


A family office in downtown Manhattan is seeking a Controller/Tax Director to carry out its accounting and financial reporting. The role will involve daily interaction with the founder/CEO with tremendous growth potential.


  • Prepare and maintain records of entity formation agreements, trust documents, and investments
  • Complete subscription agreements for third-party managers
  • Tracking of inter-entity loans
  • Work with outside accounting firms for tax preparation, including quarterly estimates
  • Manage all wires
  • Process capital calls
  • Oversee all expenditures, including payroll for household staff and the family office and property management budgeting
  • Identification of cost-saving opportunities
  • Review business and personal insurance policies
  • Cash Management
  • Support the principal with special projects and workflow process improvements



  • Bachelor’s Degree in Accounting, Master’s of Taxation a plus
  • 3+ years of HNW (High Net Worth) taxation experience within public and/or public/private accounting
  • CPA required
  • Trust & Estate experience strongly preferred
  • Strong communication skills, both verbal and written
  • Detail-oriented and an entrepreneurial self starter

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