Controller - Family Office

The Quest OrganizationWashington, DC

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Overview

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On-site

Job Description

Controller - Family Office

Washington, DC-based Single Family Office seeks an experienced Controller to oversee accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, investments, and personal assets. This is a unique opportunity to join a stable, multi-generational family office offering strong work/life balance, long-term stability, and a hybrid work schedule. The role is open due to a planned retirement, allowing for a smooth transition with existing personnel.

Responsibilities:

Oversee day-to-day accounting and financial management for multiple LLCs, trusts, and investment entities
Prepare and review monthly, quarterly, and annual financial statements
Coordinate with external tax advisors and support tax preparation processes
Monitor passive investments, review manager reports, and prepare analyses
Oversee financial matters related to personal residences, including mortgages, taxes, insurance, and expenses
Assist Principals with financial, investment, and charitable matters

Requirements:

10+ years of progressive accounting/finance experience
CPA required
Prior family office experience required
Strong financial reporting and analytical skills
High level of discretion, professionalism, and attention to detail
Advanced Excel and QuickBooks proficiency; Bill.com experience preferred

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FAQs About Controller - Family Office Jobs at The Quest Organization

What is the work location for this position at The Quest Organization?

This job at The Quest Organization is located in Washington, DC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at The Quest Organization?

Employer has not shared pay details for this role.

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