Controller

San Rafael, CA - USA

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

Controller (CPA) Private Investment Office

A private investment office is seeking a highly skilled Controller (CPA) with strong tax expertise to oversee all accounting financial reporting and tax-related functions across a diverse portfolio of investments. This role will be responsible for managing day-to-day financial operations while providing strategic insight into tax planning compliance and overall financial performance. The ideal candidate brings a hands-on approach strong technical accounting knowledge and experience working in complex multi-entity environments.

What you will be doing-

Manage multi-entity accounting structures including intercompany transactions and consolidations

Oversee all accounting operations including general ledger AP/AR payroll and month-end/year-end close

Assist in accurately preparing the monthly investment reconciliations and ensure the timely distribution of these results and present it to the management

Analyzing investment transactions in conjunction with preparing reports for management

Producing financial data for the management team upon request and assisting with other special accounting projects from time to time

Oversee and review federal and state tax filings including individual partnership and entity returns

Partner with external tax advisors while also providing hands-on tax oversight and planning

Ensure compliance with all applicable tax regulations and reporting requirements

Prepare regular financial reports for ownership including performance analysis and key insights

Manage and mentor accounting staff

Serve as a trusted advisor to principals and leadership on financial and tax matters

Who you are-

CPA required

Bachelors degree in accounting Finance or related field

5 years of progressive accounting experience with private office or public accounting background preferred. Trust and estate background a plus.

Strong expertise in tax planning and compliance (individual partnership multi-entity structures)

Advanced knowledge of GAAP financial reporting and consolidations

Addepar Portfolio accounting experience desired

High level of discretion and ability to handle confidential financial information
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Controller (CPA) Private Investment OfficeA private investment office is seeking a highly skilled Controller (CPA) with strong tax expertise to oversee all accounting financial reporting and tax-related functions across a diverse portfolio of investments. This role will be responsible for managing ...