What are the responsibilities and job description for the Family Office Controller position at KNM Resources?
Job Description
Job Description
Overview
Newly created Family Office Controller opportunity in Midtown Manhattan.Join a Multi-Family Office / Private Investment Management firm in a pivotal role reporting directly to the CFO. We are seeking a professional with a blend of finance, tax, and accounting operations expertise. For more opportunities with KNM Resources, check out all current openings at https : / / www.knmresources.com / . #FamilyOffice #KNMResources
Responsibilities
- Direct interaction with family members regarding tax and financial matters.
- Assist with family office operations (insurance, payroll, real estate mgmt, foundations, trusts)
- Review tax projections, tax packages, and returns of individuals, trusts, and partnerships.
- Review third-party tax returns for accuracy and ensure timely filing.
- Assess the impact of tax law changes on financial and tax planning strategies, charitable giving, and estate planning.
- Provide oversight with real estate matters, such as insurance, real estate taxes, lease agreements, easements, payroll, and accounting / reporting.
- Lead, coordinate, and manage special projects
- Communicate with internal teams and external advisors.
Qualifications