Controller
📋 Role Overview & Responsibilities
High Profile has partnered with our client to find a Controller, responsible for providing comprehensive financial management services to a multi-asset, multi-individual family ownership. Reporting directly to the Chief Financial Officer, you will design, execute, and maintain accounting, reporting, tax, estate, philanthropic, and financial planning services.
Responsibilities: Develop and maintain accounting, performance reporting, and benchmarking tools for diversified investment portfolios, income-producing real estate, family ventures, and trust/estate planning entities.Provide summarized reports and periodic communication packets to ownership. Organize financial reports and create universal reporting resources.Coordinate with tax accountants and investment managers for timely tax filing and record-keeping.Define and document accounting policies and record-keeping procedures.Prepare and maintain personal financial statements for individual owners.
Requirements:Bachelor’s degree or higher in accounting or related field.5+ years of proven accounting experience.CPA or professional accounting certification is preferred.Prior experience working with or for a family office is highly valued.Experience in building forecasting and investment models.
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This position is located in Dallas, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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