Demo

Family Office Controller

KNM Resources
New York, NY Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 5/7/2025

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

  • BS in Accounting
  • 7 12 years of experience with some exposure to either hedge fund management company or family office
  • Prior tax exposure required
  • Family office experience preferred
  • Ability to work both independently and as part of a team
  • Strong communication skills
  • Self-starter
  • Flexibility to quickly pivot between projects as needed
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