{"schemaVersion":"jobsearcher.job.v1","id":"8be97e24e153be3eedbc5050","url":"https://jobsearcher.com/jobs/8be97e24e153be3eedbc5050","canonicalUrl":"https://jobsearcher.com/jobs/8be97e24e153be3eedbc5050","title":"Controller","description":"CONTROLLER\r\nOur client, a Rockland County family office, is seeking a sharp CPA.\r\nThis is a 5 days in office role. Candidates with investment audit experience directly from public accounting are welcome.\r\nKey Responsibilities\r\nAccounting Operations & Reporting:Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations.\r\nCash Management & Treasury:Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls.\r\nTax & Audit Coordination:Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits.\r\nInvestment Accounting:Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions.\r\nInternal Controls & Compliance:Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity.\r\nTechnology & Infrastructure:Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).\r\nRequired Qualifications\r\nEducation:Bachelor’s degree in Accounting or Finance required.\r\nCertification:CPA (Certified Public Accountant) isREQUIRED .\r\nExperience:5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.\r\nTechnical Skills:Advanced proficiency in Excel and accounting software (e.g., QuickBooks, Sage, Genesis).\r\nRequired Soft Skills & Competencies\r\nIronclad Discretion:Must handle highly sensitive financial and personal information with confidentiality.\r\nDetail-Oriented:Exceptional attention to detail to ensure accuracy in complex structures.\r\nProactive & Hands-on:A self-starter capable of managing granular bookkeeping while providing high-level strategic data.","company":"Stone Management","rawCompany":"stone management","city":"Spring Valley","state":"NY","isRemote":false,"isActive":false,"createdAt":"2026-05-10T01:30:49.307Z","occupations":[{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"11-3031.01","title":"Treasurers and Controllers","slug":"treasurers-and-controllers"},{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Controller","description":"CONTROLLER\r\nOur client, a Rockland County family office, is seeking a sharp CPA.\r\nThis is a 5 days in office role. Candidates with investment audit experience directly from public accounting are welcome.\r\nKey Responsibilities\r\nAccounting Operations & Reporting:Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations.\r\nCash Management & Treasury:Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls.\r\nTax & Audit Coordination:Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits.\r\nInvestment Accounting:Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions.\r\nInternal Controls & Compliance:Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity.\r\nTechnology & Infrastructure:Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).\r\nRequired Qualifications\r\nEducation:Bachelor’s degree in Accounting or Finance required.\r\nCertification:CPA (Certified Public Accountant) isREQUIRED .\r\nExperience:5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.\r\nTechnical Skills:Advanced proficiency in Excel and accounting software (e.g., QuickBooks, Sage, Genesis).\r\nRequired Soft Skills & Competencies\r\nIronclad Discretion:Must handle highly sensitive financial and personal information with confidentiality.\r\nDetail-Oriented:Exceptional attention to detail to ensure accuracy in complex structures.\r\nProactive & Hands-on:A self-starter capable of managing granular bookkeeping while providing high-level strategic data.","datePosted":"2026-05-10T01:30:49.307Z","dateModified":"2026-05-10T01:30:49.307Z","hiringOrganization":{"@type":"Organization","name":"Stone Management","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Spring Valley","addressRegion":"NY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"8be97e24e153be3eedbc5050"},"url":"https://jobsearcher.com/jobs/8be97e24e153be3eedbc5050"}}