Controller

A private investment and operating organization is seeking a Controller to join its business operations team. This role supports a complex structure that includes an investment manager, multiple funds, a family office, and affiliated entities. The Controller will be responsible for preparing, reviewing, and analyzing financial information across these entities while ensuring accuracy, compliance, and efficiency.Key ResponsibilitiesCollaborate with external auditors and tax advisors to support annual audits, financial statement preparation, and tax filings across funds, management entities, family office, foundation, and related structuresCoordinate and review support for federal tax filings including Forms 1040, 1041, 1065, and 990, as well as K‑1s, extensions, estimated payments, and year‑end tax planningPerform detailed financial reviews to ensure accuracy of financial records, expenses, investment activity, and supporting documentationForecast revenue, analyze profitability, and assist with budgeting and cash flow planning across operating and investment entitiesManage general ledger reconciliations, accounts payable and receivable, intercompany transactions, and expense allocationsOversee bookkeeping activities and maintain accurate accounting records across multiple entities and ownership structuresTrack owner distributions, partner allocations, and tax basis schedules; support cash planning related to taxes, distributions, and capital callsCoordinate multi‑state tax compliance, withholding requirements, and filings for operating entities, private investments, trusts, and special purpose vehiclesProvide financial insights and recommendations to leadership on operational performance, tax exposure, and strategic planning considerationsDevelop, document, and enhance accounting policies, procedures, and internal controlsMaintain organized digital and physical financial records, tax workpapers, supporting schedules, and historical filingsStay current on accounting standards, tax regulations, and industry developmentsTake an active role in cross‑functional projects related to operations, compliance, legal, and overall business initiativesQualifications & ExperienceBachelor’s degree in Accounting or FinanceProven experience working as an AccountantStrong understanding of U.S. Generally Accepted Accounting Principles (GAAP)In‑depth knowledge of accounting, financial reporting, and internal controlsWorking knowledge of state and federal tax regulations and tax return processesExperience with accounting and financial management softwareAdvanced proficiency in Microsoft Excel (including formulas, VLOOKUPs, and pivot tables)Exceptional analytical and problem‑solving skills with a high level of attention to detailStrong written and verbal communication skillsDemonstrated interest in the investment or financial services industryHighly organized, detail‑oriented, and able to manage multiple prioritiesHigh level of integrity and ability to handle confidential information with discretion