Overview
BMW Management Company is seeking a Controller with a strong public accounting tax background to oversee all tax compliance for its real estate portfolio and Family Office while assuming responsibility for key accounting, treasury, and financial reporting functions. This is an outstanding opportunity for a CPA who enjoys tax but is looking to broaden their experience beyond public accounting. The successful candidate will work closely with the CFO/ownership and gain valuable exposure to the financial operations of a growing real estate and Family Office organization, creating a clear path toward future senior financial leadership.
Key Responsibilities
Tax Management (Primary Focus)
- Prepare Year End tax workpapers and coordinate with accounting firm to produce final tax returns. Review final drafts of tax returns and ensure accuracy
- Coordinate and manage the annual tax compliance process, with peak workloads during March/April and August through October.
- Ensure timely, accurate, and compliant preparation and filing of all tax returns.
- Serve as the primary internal resource for tax planning, compliance, and related matters.
Controller Responsibilities
- Review accounting activities and financial statements to ensure accuracy and completeness.
- Perform financial analysis and provide recommendations to management.
- Oversee treasury functions, including cash management and banking relationships.
- Assist with maintaining and improving accounting processes and internal controls.
- Perform annual compliance procedures for banks and other financial institutions
- Work closely with the CFO on financial reporting and operational initiatives
- Other responsibilities include but not limited to assisting with annual insurance renewal, workers compensation audit, weekly payroll, etc.
Growth Opportunity
- Gain exposure to broader financial leadership responsibilities within the organization.
- Participate in strategic projects and, where appropriate, financial analysis related to business opportunities and investments.
- Develop the experience necessary for future advancement into senior financial leadership roles.
Candidate Profile Required Qualifications
- CPA strongly preferred.
- 6–12 years of public accounting tax experience, ideally with a regional or national CPA firm.
- Strong technical knowledge of federal and state tax compliance.
- Experience with pass-through entities such as partnerships, LLCs, and grantor trusts, CLATs, SLATs, etc. Experience in real estate taxation or small business is highly desirable.
- Excellent analytical, organizational, and communication skills.
- Ability to work closely with others having diverse skill levels and personalities.
- Ability to manage multiple tasks and competing priorities.
- Take initiative and ownership over work and work in a fast paced work environment
Preferred Background The ideal candidate is someone who has built a solid career in public accounting tax and is ready to transition into industry while expanding into accounting, treasury, and financial management. Prior Controller experience is not required. The CFO has developed efficient accounting processes and is committed to mentoring the successful candidate in the operational aspects of the role. Why Consider This Opportunity?
- Unique combination of tax leadership and Controller responsibilities.
- Direct interaction with the CFO and ownership leading to an accelerated learning curve of the real estate industry.
- Opportunity to broaden your financial leadership experience.
- Long-term career growth with increasing strategic responsibility.
- Challenging work but still maintaining a work/life balance with path to partial remote work