Family Office Controller, Redlum Family Office, Michigan Redlum Family Office

About the job

Company Overview

Based in Zeeland, Michigan, Redlum Family Office (RFO) is a private family office providing professional, integrated philanthropic, financial, and individual services to its principals.

Position Description

The Controller serves as the senior finance professional for a single-family office, providing strategic financial leadership and oversight across all financial operations. This role focuses on high-level financial management, treasury operations, tax strategy coordination, and team leadership while delegating day-to-day operational tasks to support staff. The Controller ensures accurate financial reporting, effective cash management, and optimal coordination with external advisors to support the family’s comprehensive wealth management objectives.

The position reports to the Executive Director.

Essential Duties & Key Responsibilities

Financial Leadership & Oversight

• Oversee all financial operations of the family office, including payroll, bill pay, accounting, grant management, cash management, investment accounting and financial reporting
• Develop and maintain comprehensive financial policies, procedures, and internal controls
• Ensure accurate and timely monthly, quarterly, and annual financial reporting to family members
• Supervise and mentor the staff accountant, delegating day-to-day bookkeeping, reconciliations, and data management tasks

Cash Management & Treasury

• Manage family office treasury functions, including liquidity planning and cash flow forecasting
• Coordinate wire transfers, ACH payments, and other significant cash movements
• Monitor and optimize banking relationships and account structures

Tax Coordination

• Serve as primary liaison with external tax advisors and CPAs for all family members, trusts and business entities; assist with tax planning strategies
• Gather and organize tax information and coordinate tax projections, estimated quarterly payments and annual tax return preparation
• Oversee preparation of required 1099s and other tax reporting documents

• Ensure proper tracking and reconciliation of investment accounts
• Coordinate investment reporting and performance analysis
• Ensure accurate records of investment entity capital accounts and tax basis

• Serve as liaison with bankers, lenders, and financial institutions on behalf of the family
• Coordinate with estate and business attorneys regarding financial aspects of estate planning and entity structures
• Work with insurance brokers on appropriate risk management measures and manage IT/cybersecurity service providers

• Oversee financial technology systems to ensure proper system maintenance, security, and optimization
• Evaluate and implement new financial technologies as needed
• Maintain robust cybersecurity protocols and data protection measures

• Establish and maintain comprehensive document management systems
• Ensure proper retention of financial records, legal documents and compliance materials

• Prepare routine, consistent personal financial statements for family members
• Conduct financial analysis to support family decision-making
• Assist with budgeting, forecasting, and scenario analysis for family entities and personal finances
• Support special financial projects directed by the Executive Director and/or family members

• Undergraduate degree in Accounting, Finance, or related field required
• Experience in public accounting, family office or high-net worth client services a plus
• Minimum of 5-7 years of accounting and finance experience
• Familiarity with estate, trust and partnership concepts and taxation
• Knowledge of banking, treasury management, and cash flow planning
• Advanced proficiency in Microsoft Office Suite, specifically Excel
• Experience with Sage Intacct, Quick Books Online and/or similar accounting platforms
• Self-motivated and proactive approach to problem-solving
• Excellent written and verbal communication skills
• Strong organisational and project management skills
• Ability to work independently while collaborating effectively with team members and external advisors
• Exceptional judgment and discretion in handling sensitive financial information
• Commitment to continuous learning and professional development

This position is full-time and based in Zeeland, Michigan. This role follows a hybrid schedule and requires regular in‑office presence several times per week to support collaboration and operational coordination. Occasional evening or weekend work may be required during peak periods (month‑end, quarter‑end, tax season). Minimal travel may be required for meetings with external advisors or family members.

Compensation:
Commensurate with experience and qualifications, including competitive benefits package.

To Apply: Please send a copy of your resume and cover letter to