Private Family Office

A private family office is seeking a Controller to lead the accounting, financial reporting, and tax functions for a complex multi-entity environment. Reporting directly to the CFO, this individual will oversee all day-to-day accounting operations while serving as the primary internal resource for tax coordination, financial reporting, cash management, and entity administration.

This is a highly visible, hands-on role that will partner closely with family members, senior leadership, and external advisors to ensure accurate financial reporting, tax compliance, and scalable financial operations.

Responsibilities

• Lead all accounting and financial reporting activities across multiple entities, including individuals, trusts, partnerships, LLCs, and investment holding companies.
• Oversee the monthly, quarterly, and annual close process, including preparation of consolidated financial statements.
• Manage all aspects of tax compliance by coordinating with external tax advisors and reviewing federal, state, and local tax returns, K-1s, estimated tax payments, and supporting workpapers.
• Serve as the primary internal resource for complex tax matters affecting the family office, ensuring timely compliance and identifying tax planning opportunities.
• Oversee intercompany accounting, capital accounts, distributions, cash management, and entity-level financial activity.
• Maintain the general ledger and ensure accurate accounting records in accordance with GAAP and family office reporting requirements.
• Prepare financial analyses, dashboards, cash flow forecasts, and reporting packages for the CFO and family principals.
• Partner with legal, tax, investment, and estate planning advisors on entity formation, restructuring, transactions, and ongoing compliance.
• Develop and improve accounting policies, internal controls, and financial processes to support the continued growth of the family office.
• Assist with audits, financial reviews, banking relationships, and special projects as needed.

Qualifications

• CPA required.
• Bachelor's degree in Accounting, Finance, or related field.
• 7+ years of progressive accounting experience with significant tax experience required.
• Strong expertise in partnership, trust, individual, and multi-entity taxation.
• Experience reviewing complex tax returns, K-1s, estimated tax calculations, and coordinating with outside tax advisors.
• Extensive experience preparing consolidated financial statements and managing intercompany accounting.
• Strong understanding of GAAP and financial reporting.
• Advanced Microsoft Excel skills and experience developing financial models and management reporting.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a confidential environment.
• Self-starter who thrives in a hands-on, entrepreneurial family office setting.

A growing real estate development and investment firm is seeking a highly organized Project Engineer / Development Coordinator to support its development, design, and construction teams. This role is ideal for a detail-oriented construction professional who enjoys the operational side of project delivery and thrives in a fast-paced environment.

Responsibilities:



• Maintain project documentation, file organization, and drawing revisions across multiple active developments.
• Review General Contractor AIA pay applications and verify supporting documentation, including lien waivers, prior to payment.
• Manage project logs, including change orders, RFIs, submittals, and action items.
• Coordinate internal and Owner-Architect-Contractor (OAC) meetings, prepare agendas, record meeting minutes, and track follow-up items.
• Support the Design Lead with AutoCAD production, including drawing layouts, finish schedules, and product cut sheets.
• Assemble project closeout packages, including as-built drawings, warranties, manuals, and related documentation.
• Ensure project records remain accurate, organized, and up to date throughout the development lifecycle.

Qualifications:

• Bachelor's degree preferred in Construction Management, Engineering, Architecture, or a related field.
• 4-7 years of experience as a Project Engineer, Assistant Project Manager, or Construction Coordinator with a reputable general contractor or real estate developer.
• Experience with AIA pay applications, construction documentation, and project coordination.
• Proficiency in Microsoft Excel and AutoCAD; Revit experience is a plus.
• Exceptional organizational skills with strong attention to detail and document control.
• Excellent communication skills and the ability to manage multiple projects simultaneously.

The ideal candidate has strong structural engineering fundamentals, architectural plan-reading capabilities, and hands-on construction knowledge similar to an Architect of Record (AOR) or engineer providing Construction Administration (CA). This is not primarily a project management role; the focus is on technical review, problem-solving, coordination, and ensuring that construction aligns with the design intent and building requirements.

Responsibilities

• Review structural, architectural, and tenant fit-out drawings and plans for constructability, coordination, and potential issues.
• Review proposed design changes, RFIs, submittals, shop drawings, and other technical documentation.
• Respond to technical questions and RFIs from General Contractors, subcontractors, architects, engineers, and other project stakeholders.
• Identify discrepancies, conflicts, and potential design or construction issues and raise questions with the appropriate design professionals.
• Provide construction administration and technical support throughout the project lifecycle.
• Conduct or participate in field observations to understand existing conditions and confirm that construction generally aligns with approved plans.
• Apply practical construction and field knowledge to help resolve issues encountered during construction.
• Review tenant improvement and fit-out plans to assess structural and architectural implications.
• Coordinate with outside architects, structural engineers, MEP consultants, contractors, and other professionals as needed.
• Provide internal technical guidance on structural and architectural matters without serving as the primary project manager.
• Maintain awareness of applicable building codes, construction practices, and design standards.

Qualifications

• Bachelor’s degree in Structural Engineering, Civil Engineering, Architecture, or a closely related field.
• Professional experience in structural engineering, architecture, construction administration, or a related technical capacity.
• Strong ability to read and interpret structural and architectural drawings and construction documents.
• Practical understanding of building construction, field conditions, and construction sequencing.
• Experience reviewing tenant improvement, renovation, or fit-out plans preferred.
• Experience responding to RFIs, reviewing submittals, and coordinating with General Contractors and design professionals.
• Strong understanding of structural systems and the ability to identify potential structural or constructability concerns.
• Ability to communicate effectively with contractors, architects, engineers, and internal stakeholders.
• Strong attention to detail and ability to recognize discrepancies or issues in plans and existing conditions.
• Ability to work independently and use sound technical judgment to raise questions and identify potential problems.
• Professional Engineer (PE) or architectural license preferred, but not required.