A private family office based in New York is seeking an experienced Controller to oversee the accounting and financial operations of the office and its related entities. The Controller will be responsible for managing the day-to-day accounting operations while also providing financial oversight across a portfolio that includes real estate investments, construction projects, operating entities, and personal and trust entities. The role will also oversee project-level financial tracking, vendor payment processes, and employee expense management, ensuring disciplined controls and financial transparency across all entities.

This position is suited for a hands-on accounting leader who can both manage the operational details of accounting and bill pay while also providing strategic oversight of financial systems, reporting, and treasury management. The family office represents a Principal who is actively involved in real estate construction and operations, and who splits time between New York City and the Hamptons. The role will be remote, with the expectation that the Controller will be available to come onsite to the Principal’s New York City and Hamptons properties from time to time, as needed.

Responsibilities:

Financial Leadership & Oversight

Oversee all financial, accounting, and internal control activities across the family office and related entities
Maintain accurate financial records and reporting across multiple legal entities, including real estate holdings, operating entities, and personal family structures
Develop and maintain financial reporting frameworks to support decision-making by principals and leadership
Assist in preparing financial summaries and reporting packages for family meetings, governance discussions, and strategic planning

Accounting Operations

Oversee the full general ledger and accounting cycle across all entities, maintained within Intuit Enterprise Suite
Maintain and manage the chart of accounts and entity structures within the accounting system
Ensure timely completion of month-end and year-end closing process
Oversee expense categorization and class/department coding to support accurate financial reporting
Prepare month-end journal entries, including accruals, prepaid amortization, depreciation, and other adjustments
Maintain financial documentation in an organized manner

Budgeting & Financial Oversight

Assist with annual budgeting processes, including gathering inputs and maintaining budget models
Monitor actual expenses versus budget and provide variance analysis
Support cash flow planning and anticipated expenditures, particularly for construction projects and large vendor payments

Accounts Payable & Bill Pay

Manage the full accounts payable cycle, including invoice receipt, coding, approval routing, and payment execution
Execute bill payments through Ramp, including vendor setup, payment scheduling, and reconciliation of transactions
Maintain vendor records, including W-9 documentation and compliance tracking
Prepare and coordinate 1099 reporting and filings in partnership with external tax advisors
Monitor and review accounts payable aging and provide reporting to leadership as needed
Maintain strong vendor relationships and ensure timely payment of invoices
Prepare monthly and quarterly financial reporting packages

Real Estate & Construction Accounting

Maintain accounting records for multiple real estate entities, including tracking operating expenses, capital expenditures, and project costs
Support construction project accounting, including vendor payments, draw tracking, and budget monitoring
Work with project managers, contractors, and vendors to ensure accurate tracking of construction costs and capital improvements
Assist in maintaining entity-level financials for real estate holding companies and related investments

Expense Management & Corporate Card Oversight

Administer and monitor employee corporate cards and expense management through Ramp
Review employee transactions and ensure proper documentation and coding of expenses
Establish and maintain expense management policies and internal controls
Track recurring expenses, subscriptions, and service contracts across entities

Tax Coordination and Compliance

Coordinate with external tax advisors on annual tax filings across individuals, trusts, and entities
Maintain schedules supporting tax payments and estimated taxes
Track and ensure timely payment of property taxes, estimated taxes, and other required filings
Maintain organized documentation for tax compliance and reporting

Systems & Process Management

Maintain and optimize accounting systems, including Intuit Enterprise Suite and Ram
Identify opportunities to improve financial processes, reporting, and internal control
Evaluate and implement financial tools or systems that enhance efficiency, transparency, and scalability

Qualifications

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
10+ years of accounting or finance experience, ideally within a family office, real estate investment firm, private investment office, or closely held businesses
Strong understanding of accounting principles, tax regulations, and ﬁnancial reporting standards
Familiarity with real estate accounting and construction project accounting strongly preferred
Experience overseeing accounts payable, general ledger, financial reporting, and treasury operations
Experience working with external tax advisors and financial institutions
Familiarity with Ramp, QuickBooks, or Intuit Enterprise Suite preferred
Strong organizational and analytical skills with the ability to manage multiple entities and priorities simultaneously
Excellent communication, interpersonal, and leadership skills with the ability to collaborate effectively with family members and external advisors
Analytical mindset with the ability to synthesize complex ﬁnancial data into actionable insights
Strategic mindset with a proactive approach to identifying opportunities and mitigating risks
Exceptional integrity, discretion, and judgment
High emotional intelligence and a strong sense of teamwork
Comfortable navigating ambiguity and operating as a self-starter
Proactive, polished, and professional demeanor

Job Type: Full-Time, Hybrid; physical offices located in New York City and the Hamptons

Compensation: Annual salary range of $175,000–$225,000, based on experience and qualifications, with comprehensive benefits

Single Family Office

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Family Office Controller