Family Office Controller

New York, New York, United States

Ref#: POS-4748

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The Controller is responsible for the accounting of the Family Office and its related affiliates. The role drives the timely/accurate completion of recurring close/reporting processes, supports new business initiatives and assists in the development of accounting policies/procedures. 


  • Support in-house month-end close process of various entities, including consolidation, application of service agreements, and review of fixed assets, leases and accruals
  • Provide timely reporting to Co-Chairman, teams and counterparties/regulatory bodies
  • Contribute to annual audit of public charities, including support of auditor testwork and financial statement preparation
  • Coordinate with TS Fund Accounting to understand offerings and applicable impact on Family Office entities
  • Identify areas for process improvements and establish efficiencies and enhanced reporting/analytics
  • Coordinate with TS Tax on quarterly tax estimates, including 1042 payments, and year-end K-1s/returns
  • Maintain internal cash reconciliation and support payment review, cash controls and cash forecasting
  • Work closely with TS Fund Accounting, Tax, Treasury, Financial Planning, HR, Legal, Compliance, and Workplace Services teams to enhance the day-to-day operations of the firm

Project Support

  • Liaise with departments across TS to support the firm’s growth related to the launch of new businesses, legal entities or offices
  • Research and analyze accounting issues that arise from the firm’s business initiatives and transactions, and establish robust accounting policies and procedures around areas of development
  • Review legal documents, including intercompany agreements among TS entities, for application to accounting records and processes
  • Assist with the automation/analysis of new areas of management reporting
  • Work with business analysts and engineering resources on the construction of the TS Corporate Accounting platform; assist with defining business requirements and testing platform builds

Requirements Include:

  • A bachelor's degree with a strong academic record; CPA license required 
  • 8-15 Years of relevant experience, with an understanding of corporate/management accounting/reporting
  • Applicants with private experience outside of the investment management and/or technology industries also encouraged to apply
  • Strong ability to analyze data and desire to improve processes
  • Ability to communicate effectively across departments and with firm management

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