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Robert Half Logo Robert Half · Finance

Controller

United States, Miami Employment contract · Job Posted June 29, 2026
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Job Description

A successful biotech entrepreneur is seeking an experienced Controller to oversee the financial operations of a sophisticated single-family office. This is a highly visible, hands-on role responsible for managing the accounting, financial reporting, investment accounting, and tax coordination across multiple entities and investment vehicles. The ideal candidate is a CPA with a strong foundation in accounting and tax, experience supporting ultra-high-net-worth individuals or family offices, and a deep understanding of investment accounting, capital gains and losses, and complex entity structures.

Job Responsibility

  • Oversee all accounting operations for the family office and affiliated entities, including LLCs, partnerships, trusts, and holding companies
  • Prepare and review monthly, quarterly, and annual financial statements and consolidated reporting
  • Manage investment accounting, including cost basis tracking, realized and unrealized capital gains and losses, portfolio reconciliations, and performance reporting
  • Monitor and report capital gains, capital loss carryforwards, and tax implications related to investment activity
  • Coordinate tax planning and compliance with external CPAs and tax advisors, including estimated tax payments, K-1 reporting, trust reporting, and year-end tax packages
  • Oversee cash management, banking relationships, budgeting, forecasting, and liquidity planning
  • Reconcile brokerage, custodial, and alternative investment accounts
  • Coordinate with investment advisors, legal counsel, banks, and other professional service providers
  • Develop and maintain internal controls, accounting policies, and financial reporting processes
  • Support the principal with financial analysis, special projects, and strategic initiatives while maintaining the highest level of confidentiality

Requirements

  • CPA PREFERRED
  • Bachelor's degree in Accounting, Finance, or a related field
  • 10+ years of progressive accounting experience
  • Prior experience in a single or multi-family office, private investment office, private equity, hedge fund, wealth management, or other complex investment environment preferred
  • Strong knowledge of investment accounting, capital gains and losses, cost basis reporting, partnership and trust accounting, individual and entity tax concepts, multi-entity consolidations
  • Experience working with high-net-worth or ultra-high-net-worth individuals is highly desirable
  • Advanced proficiency in Excel and accounting software
  • Exceptional organizational skills with the ability to manage multiple priorities
  • High level of integrity, discretion, and professionalism

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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