CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ location. This role will support our growing Family Office practice. Our CAAS ...
CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ location. This role will support our growing Family Office practice. Our CAAS ...
CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ location. This role will support our growing Family Office practice. Our CAAS ...
CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ location. This role will support our growing Family Office practice. Our CAAS ...
Controller
$80K - $100K/yr
Family Office & Client Accounting * Lead accounting, bookkeeping, and financial reporting for ... the Controller or Senior Accounting Manager level * Experience with complex entities ...
Controller
$80K - $100K/yr
Family Office & Client Accounting * Lead accounting, bookkeeping, and financial reporting for ... the Controller or Senior Accounting Manager level * Experience with complex entities ...
Family Office Controller
Dallas, TX · On-site
$100K - $125K/yr
We are looking for a highly discreet and detail-focused Family Office Controller to oversee personal and entity-level financial operations in Dallas, Texas. This position plays a key role in keeping ...
Quick apply
Family Office Controller
Dallas, TX · On-site
$100K - $125K/yr
We are looking for a highly discreet and detail-focused Family Office Controller to oversee personal and entity-level financial operations in Dallas, Texas. This position plays a key role in keeping ...
Controller - Family Office (Seattle, WA | Hybrid Seeking a hands-on Controller to oversee accounting operations for a multi-entity family office environment. Ideal for a detail-oriented leader who ...
Controller - Family Office (Seattle, WA | Hybrid Seeking a hands-on Controller to oversee accounting operations for a multi-entity family office environment. Ideal for a detail-oriented leader who ...
This role will be similar to a Controller role for the family office. * Serve as the primary point of contact for the Family Office, managing phones, mail, email, visitors, and vendors. * Maintain ...
Quick apply
This role will be similar to a Controller role for the family office. * Serve as the primary point of contact for the Family Office, managing phones, mail, email, visitors, and vendors. * Maintain ...
This role will be similar to a Controller role for the family office. * Serve as the primary point of contact for the Family Office, managing phones, mail, email, visitors, and vendors. * Maintain ...
Quick apply
This role will be similar to a Controller role for the family office. * Serve as the primary point of contact for the Family Office, managing phones, mail, email, visitors, and vendors. * Maintain ...
The Controller will lead the accounting, financial reporting, and operational finance activities ... This role will oversee the financial infrastructure supporting the Family Office, including ...
The Controller will lead the accounting, financial reporting, and operational finance activities ... This role will oversee the financial infrastructure supporting the Family Office, including ...
Controller
Cincinnati, OH · On-site
The Controller will lead the accounting, financial reporting, and operational finance activities ... This role will oversee the financial infrastructure supporting the Family Office, including ...
Controller
Cincinnati, OH · On-site
The Controller will lead the accounting, financial reporting, and operational finance activities ... This role will oversee the financial infrastructure supporting the Family Office, including ...
Controller
Glenview, IL · On-site
$180K - $300K/yr
POSITION OVERVIEW A private, multi-generational family office is seeking an experienced and forward-thinking Controller to lead all aspects of financial strategy and operations across a network of ...
Quick apply
Controller
Glenview, IL · On-site
$180K - $300K/yr
POSITION OVERVIEW A private, multi-generational family office is seeking an experienced and forward-thinking Controller to lead all aspects of financial strategy and operations across a network of ...
Property Controller
New York, NY · On-site
$115K - $170K/yr
Midtown, NYC Salary: $115k - $150k Dynamic NYC based Family office and Real Estate firm seeks an Assistant Controller to join their Team!! Responsibilities * Month & Year-End closings & Financial ...
Quick apply
Property Controller
New York, NY · On-site
$115K - $170K/yr
Midtown, NYC Salary: $115k - $150k Dynamic NYC based Family office and Real Estate firm seeks an Assistant Controller to join their Team!! Responsibilities * Month & Year-End closings & Financial ...
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities Oversee and manage all accounting functions Overseeing financial reporting & budgeting. Ensure timely ...
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities Oversee and manage all accounting functions Overseeing financial reporting & budgeting. Ensure timely ...
Controller
Bloomfield, NJ · On-site
$160K - $200K/yr
A well-established family office with a diversified commercial real estate portfolio is seeking an experienced Controller to lead day-to-day accounting and financial operations from its Essex County ...
Controller
Bloomfield, NJ · On-site
$160K - $200K/yr
A well-established family office with a diversified commercial real estate portfolio is seeking an experienced Controller to lead day-to-day accounting and financial operations from its Essex County ...
Controller
Amherst, NH · On-site
The family office Controller reports to the CFO This position is responsible for the accounting for multiple investment entities. This individual must own all the accounting functions, ensure ...
Controller
Amherst, NH · On-site
The family office Controller reports to the CFO This position is responsible for the accounting for multiple investment entities. This individual must own all the accounting functions, ensure ...
CONTROLLER
Erlanger, KY · On-site
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
CONTROLLER
Erlanger, KY · On-site
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
Controller
Deer Park, NY · On-site
$100K - $150K/yr
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities • Oversee and manage all accounting functions • Overseeing financial reporting & budgeting. • ...
Controller
Deer Park, NY · On-site
$100K - $150K/yr
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities • Oversee and manage all accounting functions • Overseeing financial reporting & budgeting. • ...
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
CONTROLLER
Erlanger, KY · On-site
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
CONTROLLER
Erlanger, KY · On-site
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
Job Summary The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple ...
Controller
Deer Park, NY · On-site
$100K - $150K/yr
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities • Oversee and manage all accounting functions • Overseeing financial reporting & budgeting. • ...
Quick apply
Controller
Deer Park, NY · On-site
$100K - $150K/yr
Family office is seeking an experienced, energetic, detail-oriented Controller Responsibilities • Oversee and manage all accounting functions • Overseeing financial reporting & budgeting. • ...
Controller Family Office information
See salary details
$55K - $66K
1% of jobs
$66K - $76.9K
4% of jobs
$76.9K - $87.9K
9% of jobs
$97.2K is the 25th percentile. Wages below this are outliers.
$87.9K - $98.8K
13% of jobs
$98.8K - $109.8K
15% of jobs
The median wage is $115.6K / yr.
$109.8K - $120.7K
15% of jobs
$120.7K - $131.7K
15% of jobs
$134.7K is the 75th percentile. Wages above this are outliers.
$131.7K - $142.6K
11% of jobs
$142.6K - $153.6K
9% of jobs
$153.6K - $164.5K
5% of jobs
$164.5K - $175.5K
3% of jobs
$55K
$119.5K
$175.5K
How much do controller family office jobs pay per year?
What are the key skills and qualifications needed to thrive in the Controller Family Office position, and why are they important?
To thrive as a Controller Family Office, you need comprehensive knowledge of accounting principles, financial reporting, and investment management, often backed by a CPA or similar accounting qualification. Familiarity with accounting software (such as QuickBooks or Sage), financial modeling tools, and family office management systems is highly valued. Discretion, attention to detail, excellent communication, and the ability to manage multiple priorities are vital soft skills. These competencies are crucial for efficiently managing complex family finances, ensuring compliance, and maintaining trusted relationships with high-net-worth individuals.
What are some of the daily responsibilities for a Controller Family Office?
As a Controller Family Office, your daily responsibilities typically include overseeing accounting operations, preparing and reviewing financial statements, managing cash flow, and coordinating with investment advisors. You may also be involved in handling trust and estate administration, tax planning, and ensuring regulatory compliance. Collaboration with legal, tax, and external advisors, as well as clear communication with family members, is a regular part of the role. This diverse scope provides a dynamic work environment and the chance to make a significant impact on the family's financial health and long-term objectives.
What does a Controller do in a Family Office?
A Controller in a Family Office oversees financial reporting, accounting, budgeting, and compliance to ensure accurate financial management. They manage cash flow, investments, and financial records while implementing internal controls and policies. Additionally, they collaborate with advisors, tax professionals, and wealth managers to optimize financial strategies for the family. Their role is crucial in maintaining financial transparency and supporting long-term wealth preservation.
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 17 days ago
CliftonLarsonAllen rating
7.2
Based on 24 frontline employees who took The Breakroom Quiz
16th of 17 rated bookkeepers and accountants
Job description
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Phoenix, AZ location. This role will support our growing Family Office practice. Our CAAS practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
As a Controller, you will:
Assist the accounting team to record complex transactions
Experience dealing with our growing Family Office Practice servicing high net worth individuals and families.
Review complex account reconciliations prepared by the accounting team
Complete the monthly, quarterly, and annual adjusting and closing process.
Adhere to the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Provide detailed review of the general ledger, financial statements and required work papers
Prepare work papers for the independent auditors, if applicable
Analyze and interpret financial information and regularly present to the client's leadership
Develop budgets, analyze variances and implement corrective actions as needed
Review payroll and payroll tax compliance
What you will need:
A BS degree in accounting or related field required.
6 years relevant work experience as a Controller or equivalent is required.
Accounting back office experience is required.
Relevant experience with high net worth individuals, Multiple entity and personal business management is preferred
Experience with trusts highly preferred
Public accounting experience preferred but not required.
CPA certification is preferred but not required.
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).
Ability to travel to local client sites.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
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About CliftonLarsonAllen
Sourced by ZipRecruiter
CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.
Industry
Accounting services
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
2012