Assistant Controller

• Oversee daily accounting operations, including accounts payable, payroll, and financial reporting.

• Oversee bookkeeping for multiple entities and assist/coordinate with external accountants for year-end financial statement and tax return preparations

• Manage payroll, accounts payable process and vendor payments

• Maintain the general ledger, ensuring all inter-company transactions and distributions are accurately recorded

• Support Controller in liaising with banking and brokerage representatives

• Monitor capital calls and distributions, execute and track wire transfers for investments and property acquisitions

• Liaise with external investment advisors and banks to ensure reporting integrity

• Monitor daily cash balances across multiple bank accounts to ensure adequate liquidity

• Manage family credit card programs, including limit increases, fraud monitoring, and expense categorization

• Coordinate with external accounting firms for the preparation of individual, trust, partnership, and foundation tax returns

• Assist in estate planning execution

• Proven experience in accounting or financial management roles, ideally as an assistant controller.

• CPA designation (CGA, CA, or CPA)

• 5+ years in accounting or office management, preferably within a family office, boutique law firm, or wealth management environment

• You must be able to communicate complex financial data to family members with varying degrees of financial knowledge and background

• Experience in small office environments with the “lean team” mentality with initiatives and ability to bridge the gap between high-level strategy and administrative execution

• Excellent analytical and problem-solving skills with attention to detail.

• Ability to manage multiple priorities in a fast-paced environment.

• Effective communication and interpersonal skills to collaborate with team members.

Robert Half