<p>Robert Half Finance & Accounting is working with a local family office looking for an experienced Controller to manage financial operations for both personal finances and multiple business entities. This position will be based in the WPB area and requires someone with strong expertise in tax strategy, financial reporting, and compliance. The ideal candidate will be detail-oriented, discreet, and capable of implementing short-term/long-term financial strategies. CPA is a must!! </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage high-net-worth personal tax strategies, ensuring optimized compliance and planning.</p><p>• Develop and maintain financial reporting systems for multiple business entities, ensuring accuracy and transparency.</p><p>• Ensure multi-state compliance and manage filings across jurisdictions.</p><p>• Prepare for audits and represent entities during audit processes, maintaining readiness at all times.</p><p>• Establish and enforce internal controls to safeguard assets and ensure reliable financial reporting.</p><p>• Collaborate on investment and private capital strategies to support organizational growth.</p><p>• Analyze corporate structures to identify opportunities for improvement and efficiency.</p><p>• Manage mergers and acquisitions processes, providing financial insights to support transactions.</p><p>• Monitor and enhance financial systems to ensure they align with strategic goals.</p><p>• Lead efforts to maintain compliance with all regulatory requirements across personal and corporate finances.</p>

<p>• Active CPA license with a minimum of 10 years of relevant accounting experience.</p><p>• Background in public accounting or within a family office, with a focus on complex financial structures.</p><p>• Proven expertise in handling personal and corporate tax strategies.</p><p>• Experience with multi-entity & multi-state financial operations. </p><p>• Strong knowledge of financial systems and accounting technology.</p><p>• Proficiency in maintaining internal controls and compliance.</p><p>• Excellent communication skills and attention to detail. Must be self-motivated & responsible. </p><p>• Candidates must possess the highest character & ethical standards! </p><p><br></p><p>For immediate consideration please apply directly to the attention of Megan Peterson or connect with me on LinkedIn! </p>

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>