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compensation: negotiable
employment type: full-time

Job Title: Family Office Controller

Location: Basalt, CO

Job Description: This broad-based position, which reports to the President, encompasses all aspects of the personal/family office accounting functions of the principals. Responsibilities include:
Personal/Family Office Accounting
 Assisting existing department personnel with the following responsibilities:
o Implementation and maintenance of internal controls and processes
o Budgeting
o Financial reporting/analysis
o Investment and transaction analysis/structuring
o Account Reconciliations
o Facilitate purchases
o Review/authorization of payables and wire transfers
Portfolio/Fund Accounting
 Assisting existing department personnel with the following responsibilities:
o Internal accounting/control/reporting for private investment fund
o Liaison with/oversight of 3rd party custodian
o Investor allocation/accounting/reporting
o Financial statement preparation
o Audits/Reviews
Tax Compliance/Planning
 Sourcing/summarizing/providing all required tax information to 3rd party tax preparers with regard to private investments, business entities and principals
 Reviewing tax filings prepared by 3rd parties
 Preparation of in house tax filings (990, 1041, 1065)
 Ensuring that all tax filing deadlines are met
 Preparation of quarterly tax estimates
Other
 Performing ad-hoc financial analyses/projects (e.g. credit analysis)
 Re-engineering/streamlining of existing accounting processes/tools
 Developing/implementing new accounting processes/tools
 Exploring ways to further exploit technology
Desired Degree / Experience / Skills
 Bachelor's Degree in Accounting with CPA designation
 5+ years combined tax/accounting experience
 Hedge fund and/or family office experience a plus
 Strong quantitative/analytical skills
 Strong sense of self-direction
 High degree of professional flexibility and creativity
 High-energy work ethic
 Excellent oral and written communication skills
 Strong detail and precision orientation
 Strong organizational skills
 Strong Microsoft Excel knowledge
 Strong knowledge of QuickBooks

Please send resume to kristi@tpmstaffing.com
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6785402324

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