Controller, Family Office

Job overview

The Controller, Family Office role is onsite in Raleigh, NC; compensation is not specified. The position oversees financial operations for the family office, holding companies, real estate entities, trusts, and philanthropic foundations. This hands-on financial leader maintains accounting rigor, financial reporting, treasury operations, tax coordination, and internal controls across complex entities. The role also supports family governance, property management, and philanthropic activities while coordinating with external tax, investment, and legal advisors.

What you'll do

• Own the general ledger and accounting cycle across multi-entity, partnership, and trust structures
• prepare financial statements and reporting packages
• track real estate and project accounting
• reconcile bank and custodial accounts
• manage cash flow and liquidity
• coordinate tax planning, filings, and K-1 reviews
• track tax payments and compliance documentation
• maintain internal controls and insurance programs
• support family property management, governance, and philanthropy.

What we're looking for

Skills & competencies

controller

family office

raleigh nc

sunrock

financial reporting

general ledger

treasury

tax coordination

internal controls

multi-entity accounting

real estate accounting

cpa preferred

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree in accounting, finance, or a related field and 8–10+ years of progressive accounting and financial management experience. CPA is strongly preferred. The role requires discretion with sensitive financial and family information.

About the employer

Sunrock is hiring for this role. Industry: Executive Offices. Sector: 92.