The CSP Group · 4 days ago
Controller
Clayton, MO
Full-time
Onsite
Senior Level
$125K/yr - $175K/yr
5+ years expThe CSP Group is a local Family Office that manages a large and diverse investment portfolio and other assets. They are seeking an experienced professional in accounting, administrative, and tax functions to support the overall financial affairs of a multigenerational family. The role involves financial, accounting, and tax management as well as family office administration and investment management responsibilities.
Staffing & Recruiting
Responsibilities
Maintain general ledger accounting and reconciliations for family entities and investment vehicles
Produce consolidated financial reporting and long-term cash flow forecasts to support tax, estate, and investment planning
Administer bill payment processes, recordkeeping, and personal expense tracking for family members and entities
Participate in all tax-related activities, including preparation and review of complex individual, trust, and entity returns in collaboration with external tax advisors including preparation of tax projections, basis schedules and coordination of quarterly and annual tax filings and compliance
Liaise with banks, legal counsel, tax advisors, and other professional service providers
Manage family administration, including insurance renewals, vendor relationships
Develop and maintain organized systems for document management and compliance tracking
Participate in internal processes and support external service providers in maintaining investment performance monitoring systems, statement reporting, and related analyses
Conduct directed analysis in support of asset allocation, assist in evaluation and selection of investment strategies and managers
Qualification
Required
Bachelor's Degree in Accounting, Finance, or related field; CPA strongly preferred
Minimum 5 years of experience in tax advisory, family office, private client services, or related professional services
Demonstrated expertise in individual, trust, and entity taxation
Advanced proficiency in accounting systems, Microsoft Excel, and document management tools
Highly ethical, discreet, and committed to exceptional service
Meticulous attention to detail and ownership of work product
Strong analytical and problem-solving skills
Excellent verbal and written communication
Ability to build trust and maintain productive relationships with family members, advisors, and vendors
Company
The CSP Group
The CSP Group is a boutique recruitment firm focused solely on finance and accounting professionals.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
James Cairns
Managing Partner
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