Controller - High Net Worth Family Office

Title

Controller - High Net Worth Family Office

Boston, Hybrid

$130,000 – $170,000

• Senior leadership role within a sophisticated high net worth family office overseeing substantial, diversified assets
• Direct partnership with family principals on wealth preservation, tax strategy coordination, and long-term capital planning
• High‑visibility position requiring both technical depth and trusted advisor presence
• Oversight of complex investment vehicles, trusts, and private entities within a discreet environment
• Stable, well‑capitalized platform with a generational investment focus

• Lead all accounting operations for a high net worth family office, maintaining fully separate books across multiple entities, trusts, partnerships, and investment vehicles
• Oversee month‑end, quarterly, and annual close with preparation of consolidated and entity‑level financial statements
• Manage complex partnership accounting, capital activity, allocations, and investment reporting
• Coordinate extensively with external tax advisors on individual, trust, and partnership tax matters to support ultra‑high net worth families
• Direct treasury, liquidity planning, capital calls, distributions, and multi‑entity cash management
• Prepare comprehensive reporting packages for family principals including portfolio performance, cash flow forecasting, and wealth reporting

• CPA required
• 7+ years of progressive experience
• Experience in public accounting serving high net worth individuals and families (wealth management / private client services / family office tax and accounting)
• Demonstrated background advising ultra‑high net worth clients on complex entity structures, trusts, partnerships, and investment reporting
• Prior Family Office experience strongly preferred
• Exceptional discretion, executive presence, and ability to operate in a highly confidential, principal‑facing environment