Selby Jennings ยท 5 days ago
Tax Controller - Family Office
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
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
Global recruitment firm specialising in Banking
Funding
Current Stage
Late StageRecent News
Business Insider
2025-09-30
2025-07-10
Seattle TechFlash
2025-05-03
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