- Location: San Diego, CA
- Type: Direct Hire
- Job #27594
We have been exclusively engaged to support a Controller search, having previously helped identify and place a Staff Accountant for the company two years ago. This is a rare opportunity to join a long-established, family office with a 65+ year track record. The Controller will lead the full-cycle accounting function for a diversified portfolio and is ideal for a hands-on accounting professional who enjoys working in a close-knit team and thrives in a low-stress, collaborative office environment. The position is fully onsite at the corporate office and offers a generous total compensation package.
Responsibilities:
- Supervise and mentor 2 Staff Accountants
- Oversee all full-cycle accounting: monthly, quarterly, and annual close
- Maintain and reconcile rent rolls and lease records
- Manage banking, cash operations, reporting with external investors (e.g., profit-sharing contributions, calculate AB-150 taxes, distribute K-1’s, etc.)
- Handle weekly payroll, payroll taxes, and HR administration (e.g., maintain HR files, workers compensation administration, benefits administration/renewals, etc.)
- Coordinate with external CPA for tax preparation and audit processes
- Lead insurance renewals and claims processing
- Prepare and monitor property budgets and support capital improvement projects
- Process various licenses, fees, taxes, and agency administration
- Track and reconcile labor cost data
- Manage 2 upcoming debt refinances
- Support aging property needs, including deferred maintenance and renovations
- Facilitate Energy Star reporting requirements
- Partner with property managers, payroll vendors, and insurance brokers
- Manage accounting software and coordinate IT administration. Support transition from Sage 300 CRE to AppFolio, targeted within 2 years
- Help modernize operations: reduce check usage, increase ACH payments
- Annual file purging and clean up
Minimum Qualifications:
- Bachelor’s degree in accounting, finance, or related field
- 7+ years of managerial accounting experience within real estate, property management or a family office environment
- Proficient in Microsoft Office Suite and AppFolio
Preferred Qualifications:
- Proficient in Sage
- Prior experience as a sole accountant or part of a small accounting team
- Familiarity with property management accounting for residential and commercial assets
- Strong knowledge of full-cycle accounting, payroll, and cash operations
- Demonstrated success implementing accounting or property management software
- Comfortable working with manual processes and leading process automation initiatives
- Excellent communication skills and ability to interface with internal and external stakeholders
- Flexible, detail-oriented, and proactive in identifying and resolving issues
- Experience coordinating benefit renewals and insurance policies
*The above represents the lowest to highest expected salary range for this job opening. Our client may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.