Baltimore, MD, 21217, USA
23 hours ago
Assistant Controller
Description Are you looking for an exceptional career opportunity in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth (UHNW) family office is seeking an Assistant Controller to join their growing team. This role offers a unique opportunity to work closely with private equity and investment fund financials, elevate your skill set, and enjoy competitive compensation with substantial bonus potential. Email Jim Meade at Robert Half right away for immediate consideration! Key Responsibilities: + Assist in the preparation and management of financial statements for investments within private equity, hedge funds, and other investment vehicles. + Oversee general ledger activity, monthly closings, and account reconciliations. + Collaborate with external auditors and tax advisors to ensure compliance with all regulatory requirements and reporting deadlines. + Provide detailed financial analysis and ad hoc project support to help guide investment and portfolio management decisions. + Maintain and enhance internal controls to safeguard family office assets and investments. + Assist with the preparation of tax schedules and coordination of tax filings. + Research and apply the appropriate accounting principles and standards for investment fund reporting. The Ideal Candidate: + Education: Bachelor’s degree in Accounting, Finance, or a related field. CPA license is highly preferred. + Preferred: 4+ years in public accounting with a tax focus on private equity clients or investment funds. + Alternatively: Strong private equity or investment fund accounting experience (fund accounting, financial reporting, and tax compliance). + Technical Knowledge: Expertise in investment-related accounting practices and knowledge of tax laws as they relate to private equity or investment fund structures. + Systems Proficiency: Proficiency in Microsoft Excel and experience with accounting/reporting systems related to investment management. + Soft Skills: Strong analytical ability, excellent organizational skills, and meticulous attention to detail. The candidate must also demonstrate discretion and confidentiality when working within a UHNW family office environment. Why Join This Family Office? + Compensation: Competitive base salary (up to $120k) plus a substantial annual performance bonus. + Growth: An opportunity to grow your financial acumen in a high-performing family office with exposure to a broad range of investment structures. + Culture: Boutique and close-knit environment that values excellence, partnership, and innovation. + Stability: Work for a well-established and successful UHNW family with a long-term investment strategy. Requirements • Must have a minimum of 3 years of detail oriented experience in tax or accounting • Proficiency in Complex Investment Partnership Tax • Experience in Public Accounting is essential • Must have a Certified Public Accountant (CPA) qualification • Familiarity with Private Equity Fund operations is strongly preferred • If you do not have directly related experience but are a top performer willing to make the effort to learn you are encouraged to apply Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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