Advice Personnel Hiring for Controller – Single Family Office in Southeast Florida – $k – $k + bo at Boca Raton, FL Full Time

Controller – Single Family Office in Southeast Florida – $150k – $200k + bonus Extraordinary benefits

Single Family Office – Southeast Florida (hybrid role – remote Fridays)

CFO is seeking a financial professional with tax experience for a broad-based ing, tax compliance and treasury management Controller position. This is a new position within our full service multi-generational office.

Our organization has investments across all asset classes within our many entities.

Responsibilities:

• Work closely with CFO to develop and maintain meaningful ing including:
• Tax schedules for all tax paying entities, working closely with the outsourced fund administrator and CPA firms.
• Budget vs. actual ing in excel for the management company and foundation
• Consolidated cash model across all entities for overall liquidity management and short-term treasury investments
• Investment ing across all asset classes. Implementation of new investment ing system
• Process improvement across tax, treasury, and ing functions
• Collaborate with CFO and the corporate controller on projects, as necessary
• Ad hoc analysis

Requirements:

• 5+ years’ experience either within a single or multi-family office, or a service provider that supports the comprehensive financial needs of an ultra-high-net-worth family
• BS/BA degree in accounting or finance, CPA is a very strong plus
• Must have tax foundation within a CPA firm (individual, partnership, trust, foundation)
• Strong EXCEL skills, proactive/critical thinker, strong oral and written communication skills
• Exposure to the full spectrum of investment asset classes is a plus but not a requirement (public equity and fixed income, private equity, hedge funds, etc.)
• Experience with portfolio ing and analytical software is a plus not a requirement
• Adhere to the highest confidentiality and fiduciary standards

Corporate Controller (With Tax foundation)

• Base salary $150k – $200k (commensurate with experience)
• Performance bonus
• Robust benefits package

The above salary range represents Advice’s good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

Advice Personnel

*Celebrating over thirty five years as New York’s trusted boutique executive recruiting & staffing firm*

Job Type: Full-time

Pay: $150,000.00 – $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person