Single Family Office Controller - CPA

Brandon Clark with Connexa is recruiting for a Single Family Office Controller to be located in Wilmington, NC.

Role Overview

We are seeking an experienced CPA to join our client's single family office as the Controller. The Family Office Controller will lead financial reporting, cash management, tax planning, and compliance functions. This role will work closely with external CPA firm to review and analyze partnership tax matters, while also overseeing internal financial operations and investor relations.

Key Responsibilities

• Manage all aspects of financial reporting, including preparing GAAP-compliant financial statements, cash flow projections, and budget-to-actual analyses
• Oversee cash management, treasury functions, and capital call/distribution processes
• Collaborate with external CPA firm to review and analyze partnership tax returns, K-1s, and other compliance filings prepared by the firm
• Provide sophisticated financial modeling and analysis to optimize investment performance, tax efficiency, and risk-adjusted returns for the family office
• Serve as primary point of contact for lenders and other key stakeholders, providing timely and accurate financial information
• Develop and monitor internal controls, financial policies, and operating procedures to ensure accuracy, efficiency, and compliance
• Work with deal teams to structure, negotiate, and close transactions, always focusing on maximizing investor outcomes
• Coordinate tax planning, 1031 exchanges, and cost segregation studies to optimize tax outcomes
• Manage relationships with appraisers, insurance brokers, and other third-party service providers
• Mentor and develop accounting and finance team members

Requirements

• Bachelor's degree in Accounting, Finance or related field and active CPA license
• 10+ years of progressive experience
• Proven track record as a Controller or similar leadership role
• Strong analytical and modeling skills with the ability to evaluate investment opportunities and financing structures to maximize risk-adjusted returns
• Expertise in cash management, treasury, and partnership accounting
• Strong business acumen and understanding of investment accounting
• Polished communication and relationship-building abilities

Benefits

• Competitive base salary and performance-based bonus
• Comprehensive health, dental and vision plans
• 401(k) with employer matching

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