Job Title: Controller / Family Office / Director of Finance

Location: New York City, NY

Company: Leading tax certiorari law firm

Type: In Office

Leading real estate tax certiorari law firm in NYC for the past 30+ years. We deliver concierge services to our clients to support them in reducing their property taxes.

Our vision here is Always, Forward. We believe in driving towards a better future for our team and our clients. We pride ourselves on a culture focused on teamwork, optimism, service, continuous improvement and integrity. We foster a collegial environment through daily firm lunches.

We are seeking a controller to lead the Finance function for the company and owners’ personal finances.

Key Responsibilities

Record Keeping

·      Maintain and close the books for the company

·      Maintain and close the personal books for the owners

·      Ensure investment distributions are received; follow-up with investment vehicles as necessary

·      Ensure all transactions are properly documented and discrepancies are addressed

A/P and A/R

·      Pay expenses in a timely manner

·      Execute payroll in partnership with PEO

·      Manage A/R team to ensure proper invoices and cash applications

Treasury / JPM

·      Manage treasury accounts

Compliance

·      Execute quarterly tax payments

·      Partner with accountant to prepare tax returns

·      Complete RPIE as needed on real estate investments

Budget and Reporting

·      In partnership with COO and senior partners, develop a budget for the year

·      Produce monthly reporting packages to track performance vs budget and vs PY

·      Maintain 13 week cash flow forecast

·      Conduct ad-hoc analyses

Insurance

·      Maintain and manage our insurance

Transition to Digital

·      Digitally enable our Finance processes

Reports to: COO at company

Direct reports: 1.5 A/R individuals

Is This the Right Role for You?

·      You love numbers and the details

·      You are very organized

·      You love defining and improving processes

·      You are comfortable maintaining highly confidential and sensitive information

·      You love doing IC work as well as managing and collaborating with others

Qualification we are looking for:

·      7+ years of experience in accounting and/or family office role

·      Experience utilizing systems to improve the finance process

·      Experience handling and maintaining highly confidential information

Why us?

·      Collaborative and collegial work environment with a strong focus on professional development.

·      Opportunity to be Finance thought partner to firm leadership

·      Competitive compensation and benefits

Interview Process:

1.    Interview with COO – behavioral questions

2.    Take home accounting test

3.    Interview with Senior Council

4.    Interview with Partners