CONTROLLER - Single Family Office! Hands On Role!

Company: Trimble & Associates, Inc.
Location: Aspen
Posted on: January 12, 2021

Job Description:

CONTROLLERCONTROLLER -- Single Family Office! - Hands On Role!This is a hands-on role and an excellent opportunity to join a single family office located in a beautiful Colorado resort location.This unique role requires a skilled professional. Selected candidate must have a friendly and professional demeanor, significant experience accounting for investments and be willing to be involved in the day to day accounting and tax processes.This is an ideal position for a CFO or Controller that has worked in a single or multi-family office.Responsibilities of the Family Office Controller* Accurate and timely reporting of the books and records for family investments, purchases and operating expenses. * Preparation of investment performance reports, net worth reports, budgeting, investment and expense analysis. * Manage the interactions with banks, fund managers, tax advisors, attorneys and other outside consultants.* Implement and maintain financial controls.* Assist with administration of family partnerships and trusts.* Tax planning, tax spreadsheets and management of tax return preparation by outside tax firm.* Research and management of major acquisitions and management of large capital Investments (houses, planes, etc.)* Assist with various planning functions including cash flow management, estate and gift planning, cash flow management, and insurance planning.* Involved with a variety of human resource functions including recruiting, compensation, benefits, policies and procedures, and determining staffing needs.* Management of real estate and personal services* Technology support.* Other special projects as needed.Trimble1

Keywords: Trimble & Associates, Inc., Aspen , CONTROLLER - Single Family Office! Hands On Role!, Administration, Clerical , Aspen, Colorado