What are the responsibilities and job description for the Controller position at Pathway Talent Partners?
Location: St. Paul, MN – Hybrid Work Schedule
Compensation: Up to $125,000 Base Salary
Industry: Family Office / Private Wealth Management
About the Opportunity:
We are offering an exciting opportunity for a Controller to join a dynamic and trusted family office supporting high-net-worth individuals. This is a unique role with exposure to a wide variety of financial activities—from personal wealth management and investment tracking to business entity oversight. Our team values discretion, flexibility, and excellence, and we’re looking for someone who thrives in a multifaceted environment.
What We Offer:
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Competitive salary up to $125K
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Hybrid work schedule with flexibility
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Engaging and diverse responsibilities
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Supportive, close-knit team environment
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Direct collaboration with principals and trusted advisors
Key Responsibilities:
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Oversee all aspects of accounting and financial reporting for individuals, trusts, partnerships, and closely held entities
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Manage cash flow, budgeting, and financial planning for both personal and investment-related matters
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Coordinate tax filings and work closely with external CPAs and financial advisors
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Track investments, real estate holdings, and other private assets
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Maintain financial records with the utmost confidentiality and precision
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Develop and refine processes to improve efficiency and reporting accuracy
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Provide ad hoc analysis and insights to support decision-making
Qualifications:
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Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
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5 years of accounting experience, ideally within a family office or similar environment
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Strong understanding of financial reporting, tax concepts, and investment tracking
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High level of discretion, professionalism, and attention to detail
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Self-starter who enjoys variety and takes ownership of their work
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Excellent communication and interpersonal skills
Ideal Candidate:
You’re someone who values flexibility, enjoys working across a broad range of tasks, and finds satisfaction in supporting the financial success of others. You’re organized, trustworthy, and thrive in a role where no two days are exactly the same.
Salary : $125,000
