Position Overview
Description We are looking for an experienced Controller to lead the financial operations of a sophisticated multi-generational family office based in Newport Beach, California. This position will guide accounting activities across trusts, foundations, investment entities, lifestyle assets, and selected real estate matters while ensuring strong financial oversight and reporting accuracy. The ideal candidate brings a forward-thinking approach to technology, analytics, and process improvement, along with the judgment to support complex tax, estate, and investment planning needs.
Responsibilities:
• Lead the accounting function for a diverse family office structure, overseeing financial records and controls across trusts, foundations, investment holdings, personal assets, and certain real estate activities.
• Supervise and develop the accounting team, setting priorities for day-to-day operations, reviewing output, and maintaining high standards for accuracy and timeliness.<...