Tax Controller - Family Office jobs in United States
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Selby Jennings ยท 5 days ago

Tax Controller - Family Office

Selby Jennings is a company seeking a Tax Controller for their Family Office. The role involves leading accounting operations, managing financial statements, overseeing tax compliance, and supervising the accounting/tax team.

BankingEmploymentRecruiting
Hiring Manager
Annabella DeBenedetti
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Responsibilities

Lead accounting operations for different entities
Manage preparation of consolidated financial statements and quarterly/annual reporting for entities, trusts, and family members
Oversee tax compliance, reviewing S-Corp, partnership, trust, and high-net-worth individual returns
Direct treasury functions across multiple entities and accounts, including reconciliations, cash flow budgeting, and forecasting
Monitor investment accounting and performance; review reconciliations and portfolio reports
Supervise and develop accounting/tax team; assess policies and implement process improvements
Partner with VP and AVP-Tax on special projects and initiatives

Qualification

CPAGAAPFinancial reportingTax complianceAdvanced ExcelQuickBooksOneSource Express RSAddeparEnfusionAnalytical skillsCommunication skillsLeadership experienceOrganizational skills

Required

CPA with 5+ years of public or equivalent accounting and tax experience
Expertise in GAAP, financial reporting, and tax compliance for corporations, partnerships, trusts, and individuals
Advanced Excel skills
Strong analytical and research capabilities for finance and tax issues
Excellent communication skills for interaction with family members and external partners
Proven leadership experience managing a team of 3 and allocating resources effectively
Highly organized, detail-oriented, and able to manage multiple priorities with discretion and confidentiality

Preferred

Experience with QuickBooks
Experience with OneSource Express RS
Experience with Addepar
Experience with Enfusion

Company

Selby Jennings

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Global recruitment firm specialising in Banking

Funding

Current Stage
Late Stage
Company data provided by crunchbase