Assistant Controller- Family Office in Los Angeles
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-10-17
Listing for:
Lexington Staffing
Full Time
position Listed on 2026-10-17
Job specializations:
-
Accounting
Financial Reporting, Financial Compliance, Financial Analyst, Financial Controller -
Finance & Banking
Financial Reporting, Financial Compliance, Financial Analyst, Financial Controller
Job Description & How to Apply Below
We're a privately held, family-owned corporation with several related entities, and we're looking for an experienced Assistant Controller to help safeguard and strengthen our financial operations. Reporting directly to the Controller, you'll play a central role in accounting, financial reporting, investment tracking, and tax compliance, with the trust and responsibility that come with supporting a Family Office. If you take pride in precise work and value discretion, we'd like to hear from you.
Who You Are- You handle confidential information with the highest level of discretion and care.
- You have a strong eye for detail and excellent organizational skills.
- You work independently with confidence while collaborating closely with the Controller and other stakeholders.
- You adapt easily, managing multiple projects and deadlines without losing focus.
- You take a proactive, hands-on approach and believe no task is too small when it matters to the team.
- Prepare weekly cash analysis and funding requests. Monitor liquidity needs.
- Assist with the preparation and execution of wire transfers and funding transactions.
- Manage accounts payable and receivable for Family Office entities and affiliated businesses.
- Work regularly with banking partners on special requests and follow-up.
- Assist in preparing monthly, quarterly, and annual financial statements, as well as ad hoc reports for principals and Family Office entities.
- Reconcile bank accounts, investment accounts, and intercompany transactions on a regular basis.
- Ensure timely, accurate records of financial transactions, investments, expenses, insurance, and charitable contributions.
- Help oversee the accounting and financial management of the Family Office's unique assets.
- Prepare quarterly and annual tax filings, including Form 1099s, property taxes, and business license renewals.
- Ensure financial operations adhere to GAAP and the family's governance structures.
- Support the Controller in conducting periodic risk assessments and compliance reviews.
- Assist in implementing internal controls and financial reporting best practices.
- Maintain and optimize accounting software (Sage Intacct, Quick Books, or similar platforms).
- Support cardholders with card and transaction issues and expense reports; set up, update, or inactivate cardholder information; and report on and analyze card data.
- Maintain up-to-date records for vendor contracts, insurance policies, and other financial agreements.
- Support additional finance projects as needed by the Controller and Family Office leadership.
- Proficiency in Sage Intacct, Quick Books, Excel, and the Microsoft Office Suite.
- Strong understanding of tax compliance, payroll, and financial risk management.
- 5+ years of experience in accounting, finance, or investment management, preferably in a Family Office, private investment firm, or high-net-worth business environment.
- Experience working with multiple entities and intercompany transactions.
- Knowledge of GAAP and tax-basis accounting.
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA preferred; MBA or CFA a plus.
- Familiarity with hedge funds, private equity, and alternative investments.
- Health insurance
- 401(k) with company match to help you invest in your future
- Paid vacation time
- Paid holidays
- Sick pay
- Join a close-knit team where your work has a direct and lasting impact on the family and the enterprise it supports.
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