Controller of Family Financial Operations

Job Description: Seasoned High-Level Comptroller

Position Overview:
We are seeking an experienced and detail-oriented Seasoned High-Level Comptroller to manage the financial operations of a family-owned management company overseeing over 30 corporations, LLCs, partnerships (including one non-profit), and more than 20 revocable and irrevocable trusts. This role requires expertise in financial management, regulatory compliance, and effective communication with family members and external partners.

Key Responsibilities:

• Financial Oversight and Reporting:
• Prepare, analyze, and maintain accurate financial statements and regulatory filings for all entities, including Florida and Louisiana annual reports, CTA requirements, and monthly sales tax filings with the Florida Department of Revenue.
• Collaborate with external CPA to ensure timely tax return preparation and filing for family members, trusts, and corporate entities.
• Trust Administration:
• Act as a key resource for over 20 revocable and irrevocable trusts, maintaining comprehensive knowledge of trust structures, operations, and responsibilities.
• Banking and Investment Management:
• Oversee and manage over 100 bank and investment accounts.
• Facilitate regulatory compliance for loans, providing personal and corporate tax returns, financial statements, and handling loan renewals.
• Coordinate related party loans and ensure efficient cash flow for all entities, including capital calls as needed.
• Owner and Family Support:
• Maintain personal financial information for owners, including preparation of personal financial statements, individual tax returns, and quarterly estimated taxes.
• Provide high-touch support, offering financial guidance and assistance as required.
• Payroll and HR Management:
• Manage corporate and household payroll, ensuring Medicare compliance for employees aged 65 and older.
• Oversee HR functions, including onboarding, annual health insurance renewals, and Simple IRA administration.
• Administrative Duties:
• Open and distribute mail efficiently and accurately.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred).
• Extensive experience in financial management, trust administration, and regulatory compliance.
• Exceptional organizational and multitasking skills, with a strong attention to detail.
• Outstanding interpersonal and communication abilities to navigate family owned business and external relationships.
• Proficiency in managing complex financial structures and accounts.

Key Competencies:

• High level of professionalism and discretion when handling sensitive information.
• Ability to manage competing priorities with a calm and effective approach.
• Problem-solving skills to address challenges with diplomacy and efficiency.

If you thrive in a dynamic environment, have a passion for financial management, and are skilled in organizational complexities, we invite you to apply for this critical leadership role.

Job Type: Full-time

Pay: $87,500.00 - $103,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Yearly bonus

Ability to Commute:

• Clearwater, FL 33756 (Required)

Ability to Relocate:

• Clearwater, FL 33756: Relocate before starting work (Required)

Work Location: In person

Salary : $87,500 - $103,500