About this opportunity
The Quest Organization lists this Controller opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Base pay range
$200,000.00/yr - $235,000.00/yr
Our client is open to candidates interested in relocating to the Seattle area
The Controller will be responsible for overseeing financial planning, cash management, financial reporting, accounting, tax compliance, and risk management for the family office.
Responsibilities
Work with leadership to establish and achieve short and long term operational goals.
Present issues, outcomes and solutions to principals.
Develop strategic plans that drive long-term security and stability of assets and ventures.
Demonstrate honesty, discretion, responsibility, integrity, and fulfillment of commitments.
Ensure timely, consistent, and accurate preparation and analysis of deliverables, including budgets, financial reports, and financial trends.
Continuously improve the budgeting process through implementation of operational strategy.
On a regular basis, assess cost structures to determine and achieve efficiencies.
Manage treasury platform as well as banking and lender relationships.
Maintain daily liquidity needs while maximizing yields on liquid assets.
Prepare and maintain cash forecasting models.
Oversee cash movements and funding obligations.
Provide general finance and accounting (non-investment) oversight.
Manage preparation and compilation of quarterly and annual financial reporting.
Manage and oversee annual tax compliance; coordinate filings with third-party service providers.
Provide support for preparation and filing of tax returns and facilitating quarterly tax payments.
Act as liaison with external accountants, tax advisors, attorneys, and other consultants or contractors.
Drive efficient income and estate tax planning by partnering with tax advisors and estate attorneys.
Establish strong financial governance and develop detailed policies and procedures.
Review and ensure application of appropriate internal controls, compliance and financial procedures and employ systems that will improve the overall operation and effectiveness.
Optimize risk management strategies, including asset protection and insurance oversight.
Qualifications
Bachelor's Degree in Accounting, Finance, or a related field
8+ years of relevant financial industry and/or family office experience
Public accounting experience and/or CPA is a plus
Proficiency in MS Office Suite; advanced Excel skills
Experience with general ledger software; Sage Intacct experience is a plus
Familiarity with client reporting platforms; Addepar experience is a plus
Strong interpersonal and communication skills
Knowledge of all finance, financial planning, accounting and tax areas of the business
Experience setting personal and team benchmarks, regularly measuring success against goals, and being accountable for outcomes
Track record of collegial, collaborative work style with a record of success in building consensus and support
High degree of professionalism and integrity
Reliable, dependable, and able to maintain confidentiality
Strong analytical and creative problem-solving skills
Strong attention to detail
Self-motivated and pro-active with the ability to work independently to meet tight deadlines while managing multiple priorities
Team player
Familiarity with residential “Estate” real estate a plus
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Individual and Family Services
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.