Family Office Controller – Houston

Title: Controller – Family Office

Salary: $150k – $180k w/ bonus – depending on experience!

Why This Opportunity Stands Out:

  • Opportunity to work directly with a high-net-worth family office managing complex trust and foundation structures
  • Lead accounting and reporting for private entities with a long-standing reputation in the Houston community
  • High autonomy and visibility with principals and advisors
  • Collaborative, stable team with low turnover and strong work-life balance
  • Excellent benefits package – 75% of premiums covered by employer and 401(k) match included
  • Beautiful office setting with a discreet, professional culture

Key Responsibilities:

  • Oversee full-cycle accounting and financial reporting for trusts, foundations, and affiliated entities
  • Prepare consolidated financial statements and support annual audits
  • Manage budgeting, forecasting, and cash flow reporting across multiple entities
  • Ensure compliance with internal controls, fiduciary requirements, and regulatory guidelines
  • Act as primary point of contact for external CPAs, legal counsel, and investment advisors

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field; CPA preferred
  • 8+ years of experience in accounting, preferably within a family office, wealth management, or public accounting
  • Proficient in JD Edwards ERP software – required

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