Family Office Assistant Controller Job at Avfuel
Position: Family Office Assistant Controller
Employment Type: Full Time / Salaried Exempt
Benefits: Medical, Dental, Vision, Paid Vacation, Sick & holidays; Company paid Life and Disability Insurance, 401k savings plan with employer matching
Voluntary Benefits: Supplemental Life Insurance, Critical Illness & Accident Coverage, & Pet Insurance
Location: This position is based at our Ann Arbor, MI Office
Job Summary:
Exciting opportunity to join the family office in newly created Assistant Controller position. We are looking for a highly motivated individual with the desire to learn and grow in a challenging and fast paced environment. This role will be responsible for accounting, investment, and tax matters involving a multigenerational family office. In this role you will collaborate closely with external advisors, the Principals, and executive leadership on a regular basis. This role requires dedication to ensuring the accuracy and completeness of all financial transactions while maintaining strict confidentiality.
Duties/Responsibilities:
- Hands-on accounting, reporting, and performance analysis of all financial matters related to family office
- Maintain full set of books for all family office entities using QuickBooks, including accounting for portfolio of investments for various entities
- Develop and in-depth understanding of cash flow considerations related to family’s personal and business interests
- Formulate and keep current all internal controls, guidelines, policies and procedures for family office matters including systematizing record keeping
- Managing investor portals, investor communications, capital calls and gathering of K1s/tax documents
- Maintain confidentiality of all financial information
- Provide accounting, operational and analytical support on a wide range of special projects
Required Skills/Abilities:
- Polished, professional, discreet, calm, and exceptional soft skills
- Ability to keep yourself organized, prioritize duties and meet deadlines
- Proficient in QuickBooks, Excel, Word and Outlook
- Strong analytical, critical thinking, and problem-solving skills
- Roll-up your sleeves, can do mentality
- Adjusts quickly to changing priorities and conditions
- Function independently and require limited day-to-day supervision
- Excellent interpersonal and communication skills with the ability to interact with all levels of the organization
Education and Experience:
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s preferred
- 5-7 years’ experience required; at least 2 years’ in public accounting with tax emphasis preferred
- CPA designation preferred
- Family office experience desired
Apply online www.avfuel.com
EEO/AA
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