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Published - 2026-04-21
Family Office Controller - Atlanta, GA
Skills
- Verbal Communication
- Technical
- Review
- RIA
- Income Tax
- Tax Law
- Research
- Individual
- Compliance
- Time Management
- Tax
- CPA
- Management
- Communication
- Training
- Tax Returns
- Excel
- Preparation
- Coaching
- Consulting
- Individual Tax
- Organization
- IRS
- Tax Compliance
- Communication Skills
- Business
- IDEA
- Scheduling
- Reviews
- C
- Point of Sale (POS) Systems
- Taxation
- Balance
- Engagement
- Search
- Budget
- TRACK
- Responsible
- Written Communication
- Project Management
- GAAP
- QuickBooks
- Microsoft Office
- Financial Reporting
- VAT
- Risk Management
- High Net Worth Individuals
- Accounting
- General Ledger
- Account Reconciliation
- Attention To Detail
- Interpersonal Skills
- Accounts Payable
- Analysis
- Finance
- Organization Skills
- Financial Statements
- Payroll
- Accounts Receivable
- Client Services
- Partnership Accounting
- Private Equity
- Audit
- Hedge Funds
- Team Player
- Compliance Reporting
- Balance Sheet
- Profit and Loss
- Process Improvement
- Wealth Management
- Investments
- Cash Management
- Interpersonal Skill
- Professional Services
- Confidentiality
- ERP
- Year-end Close
- Travel
- Payments
- Technology
- Securities
- Flexibility
- Reconciliation
- Family Office
- LLC
- SEM
- Compensation
- Integrity
- MIS
- Audits of Employee Benefit Plans
- Verbal Communication
- Technical
- Review
- RIA
- Income Tax
- Tax Law
- Research
- Individual
- Compliance
- Time Management
- Tax
- CPA
- Management
- Communication
- Training
- Tax Returns
- Excel
- Preparation
- Coaching
- Consulting
- Individual Tax
- Organization
- IRS
- Tax Compliance
- Communication Skills
- Business
- IDEA
- Scheduling
- Reviews
- C
- Point of Sale (POS) Systems
- Taxation
- Balance
- Engagement
- Search
- Budget
- TRACK
- Responsible
- Written Communication
- Project Management
- GAAP
- QuickBooks
- Microsoft Office
- Financial Reporting
- VAT
- Risk Management
- High Net Worth Individuals
- Accounting
- General Ledger
- Account Reconciliation
- Attention To Detail
- Interpersonal Skills
- Accounts Payable
- Analysis
- Finance
- Organization Skills
- Financial Statements
- Payroll
- Accounts Receivable
- Client Services
- Partnership Accounting
- Private Equity
- Audit
- Hedge Funds
- Team Player
- Compliance Reporting
- Balance Sheet
- Profit and Loss
- Process Improvement
- Wealth Management
- Investments
- Cash Management
- Interpersonal Skill
- Professional Services
- Confidentiality
- ERP
- Year-end Close
- Travel
- Payments
- Technology
- Securities
- Flexibility
- Reconciliation
- Family Office
- LLC
- SEM
- Compensation
- Integrity
- MIS
- Audits of Employee Benefit Plans
Key Responsibilities
- Coordinate all accounting functions for high-net worth individuals, family clients, and their investment entities
- Manage operational, financial, and reporting aspects of each engagement
- Coordinate clients' accounts receivable, accounts payable, and general ledger entries and maintenance
- Responsible for month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits where applicable
- Oversee payroll for clients' employees as needed
- Develop, enforce, and evaluate firm accounting policies and procedures in conjunction with clients' needs; recommend process improvements
- Manage ad-hoc projects and reporting as needed
- Record investment activity including capital calls, distributions, and profit and loss items
- Perform quarterly accounting closings; implement related checklists and formalized procedures
- Assist with monthly, quarterly, and annual performance reporting for investments including private equity funds, direct private equity, hedge funds, publicly traded securities, and currencies
- Reconcile cash activity per books to cash activity per investment manager statements and resolve discrepancies
- Assist in gathering information necessary to complete tax returns, interim tax estimates, and estimated payments
- Liaise with outside tax accountants/preparers and track tax basis of assets
- Provide periodic compliance reporting to banks and other counterparties; complete ad hoc projects such as Personal Financial Statements and Individual/Family Balance Sheets
- Leverage and evaluate technology platforms to run consolidated reporting on client's investment holdings and positions
Required Qualifications
- Bachelor's degree in Business, Accounting, or Finance
- 8+ years accounting experience including 3+ years in a Controller-type position
- Experience with fair value calculations among funds and between classes with different preference rights
- Experience with investment reporting systems such as Addapar, eMoney, or others
- Proficient with Microsoft Office, particularly Excel, and QuickBooks, and other software platforms for family/entity level accounting and reporting
- Strong project management and client service skills
- Experience working with high-net-worth individuals and ability to interact with clients
- Solid understanding and working knowledge of GAAP and financial statements
- Ultra-high attention to detail, problem solver, and intellectually curious
- Adherence to the highest level of confidentiality
Preferred Qualifications
- CPA license preferred
- Tax experience/exposure preferred
Compensation & Benefits
- Competitive compensation and benefits package with generous PTO
- 401k plan with discretionary profit sharing
- CPE, CPA exam/review course reimbursement and other paid professional development opportunities
- Monthly childcare stipend
- Paid maternity/parental leave
- Dependent care benefits
- Free onsite gym and free parking
- Busy season meal perks
- "Summer Fridays" with early office closure
- Office-appropriate, casual dress code