The Quest Organization
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http://www.questorg.com
http://www.questorg.com
USD
150000
250000
YEAR
true
Controller/Director of Tax - Family Office
Posted: 06/03/2024
2024-06-03
2024-10-03
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.
Responsibilities:
- 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
Qualifications:
- 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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