Family Office Controller (Job #105392)
Job Type: Direct Hire
Unity Search has partnered with a successful high net wealth individual in Uptown Dallas area in search of a Family Office Controller. This role will carry diverse responsibilities including but not limited to: full-cycle accounting/management functions of a family office from preparing financial statements/reports to the analysis of portfolio investments; acting as a liaison on behalf of the family with CPA’s lawyers, real estate agents, insurance brokers, etc.; and negotiating on major purchases of the family such as homes, autos, planes, etc. Ideal candidates will have 7+ years of relevant experience and need to have had some type of previous exposure to family offices/high net wealth individuals via either working in a family office or working for a service provider to a family office. CPA preferred. Salary for this role will depend on experience but will more than likely be in the $125K to $165K range + bonus.