CONTROLLER - Single Family Office! Hands On Role!
Company: Trimble & Associates, Inc.
Location: Aspen
Posted on: January 12, 2021
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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
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