Controller- Family Office
We are conducting a confidential search for a highly experienced
Family Office Controller to join a sophisticated family office located in the Dallas–Fort Worth area. This is a hands-on leadership opportunity for a CPA with direct family office experience who thrives in a high-touch, multi-entity environment supporting long-term wealth preservation and complex financial operations. This is a fully remote position
Responsibilities
• Overseeing accounting, financial reporting, budgeting, cash flow management, and investment tracking across multiple entities, trusts, and LLCs
• Managing hands-on accounting functions including AP/AR, reconciliations, and daily bookkeeping responsibilities
• Partnering closely with principals, wealth managers, attorneys, banks, and external tax advisors
• Supporting tax compliance, internal controls, risk management, and strategic financial planning
• Working in a highly confidential, relationship-driven environment with high expectations and strong professionalism
Requirements:
• Active CPA license required
• Direct family office experience required
• Stable, long-term career tenure strongly preferred
• Willingness to remain hands-on in daily accounting operations
Apply tot his job
Apply To this Job
Family Office Controller to join a sophisticated family office located in the Dallas–Fort Worth area. This is a hands-on leadership opportunity for a CPA with direct family office experience who thrives in a high-touch, multi-entity environment supporting long-term wealth preservation and complex financial operations. This is a fully remote position
Responsibilities
• Overseeing accounting, financial reporting, budgeting, cash flow management, and investment tracking across multiple entities, trusts, and LLCs
• Managing hands-on accounting functions including AP/AR, reconciliations, and daily bookkeeping responsibilities
• Partnering closely with principals, wealth managers, attorneys, banks, and external tax advisors
• Supporting tax compliance, internal controls, risk management, and strategic financial planning
• Working in a highly confidential, relationship-driven environment with high expectations and strong professionalism
Requirements:
• Active CPA license required
• Direct family office experience required
• Stable, long-term career tenure strongly preferred
• Willingness to remain hands-on in daily accounting operations
Apply tot his job
Apply To this Job