Dallas, Texas
May 12, 2024
May 19, 2024
Work Mode
Full Time
Employment Type
Organization Type
Successful Family Office / Controller Role / On-site with flexibility!

This Jobot Job is hosted by: Kyle Kraus
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000 - $150,000 per year

A bit about us:

We are a growing family office in search of our next Controller.

Why join us?

Flexible but on-site role
Opportunity to work with Executive Leadership
Competitive and incentive package

Job Details
  • Completes month-end and year-end closing processes, including preparation and input of journal

entries, balance sheet reconciliations, bank reconciliations, and revenue summaries.
  • Compiles and distributes monthly financial statements, researches and resolves balance sheet and

income statement discrepancies, and responds to ad hoc requests.
  • Responsible for coordinating all necessary tax work and filings in a proactive and timely manner.
  • Responsible for managing tax projections and planning across portfolio investments to optimize tax

positions on a global basis.
  • Assists in the development, implementation and monitoring of internal accounting systems and policies

and procedures to ensure operations remain in compliance with regulations and reporting
  • Prepares financial statements and schedules for auditors and various management reports. Aggregates

all audited financial statements for review by outside auditors, when applicable.
  • Responsible for reviewing, monitoring and managing a significant number of bank accounts, including

funding and transfers, for the closely held family office entities.
  • Responsible for aggregating all financial information to generate month-end balance sheets and income

statements for the aggregate family office.
  • Serves as the initial point of contact for inquiries, problems and exceptions related to the review of

account reconciliations and financial reporting

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.