Senior Controller - Morgan Stephens : Job Details

Senior Controller

Morgan Stephens

Job Location : New York,NY, USA

Posted on : 2025-08-05T01:23:15Z

Job Description :

Senior ControllerLocations:New York, NY 10028 (Upper East Side)orBoca Raton, FLSchedule:On-site 5 days/week (hybrid flexibility after 6 months, based on performance)Salary:Up to $250K + full benefits

A highly sophisticated private family office managing $1B+ in global assets is seeking aSenior Controllerto oversee accounting and finance operations across complex domestic and international entities, including trusts, holding companies, private equity, and real estate. This is a hands-on role with oversight responsibility and direct exposure to firm principals.

Key Responsibilities:

  • Manage GL, financial reporting, consolidations, and reconciliations (U.S. & Switzerland)

  • Oversee proprietary Addepar-style reporting system

  • Supervise junior controller/bookkeeper

  • Coordinate with external accountants, tax advisors, and legal counsel

  • Provide timely reporting and analysis to firm principals

  • Ensure accurate handling of multi-entity, multi-jurisdictional structures

Requirements:

  • 10+ years of progressive accounting/finance experience

  • Exposure to trusts, family office, fund accounting, or private equity

  • Strong multi-entity, multi-jurisdictional background

  • CPA helpful but not required

  • Stable job history required – no job hoppers

  • Relocation okay,no packages provided

Benefits:401(k), health/dental insurance, paid time off, relocation assistance (no financial package)

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