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A privately held, boutique family office serving clients with complex, multi-asset portfolios is seeking an experienced Senior Accountant to join its growing team. This role offers the opportunity to work closely with leadership and clients to deliver high-quality accounting, reporting, and financial coordination in a highly personalized service environment. This is an on-site opportunity located in Midland, TX, and is open to candidates seeking relocation.
Senior Accountant Family-Office Benefits & Compensation:
- Competitive compensation
- Health, Vision, & Dental coverage with 70% employer paid
- 401(k) with 4%match after 1-year
- Vacation, Personal, & Sick days
Senior Accountant Family-Office Requirements & Qualifications:
- Bachelor’s degree in Accounting, CPA or CPA-track is a plus but not required
- 7+ years of progressive accounting experience, ideally within a family office, HNW, or multi-entity environment.
- Strong command of GAAP and multi-entity accounting across LLCs, partnerships, trusts, and private investments.
- Working knowledge of individual and entity tax compliance, estimates, and supporting schedules.
- Advanced Excel skills; experience with cloud-based accounting systems such as Sage Intacct or QuickBooks Online.
- Proven ability to manage sensitive financial information with the highest level of discretion and integrity.
Senior Accountant Family-Office Background & Skills:
- Demonstrated experience overseeing complex accounting and reporting for multiple related entities and structures.
- Strong analytical, problem-solving, and reconciliation skills in high-volume, detail-driven environments.
- Solid understanding of trust and estate accounting, wealth-transfer concepts, and entity structures.
- Experience interpreting financial, legal, and investment documents including K-1s, capital calls, and operating agreements.
- Highly organized with the ability to manage competing priorities, deadlines, and client requests efficiently.
- Client-service oriented with strong written and verbal communication skills for advisor and client interaction.
Senior Accountant Family-Office Day-to-Day Responsibilities:
- Oversee full-cycle AP/AR workflows, general ledger accuracy, and monthly/quarterly close across multiple entities.
- Prepare reconciliations, complex journal entries, client confirmation reports, and financial reporting packages.
- Manage treasury and cash operations including liquidity monitoring, transfers, and banking relationships.
- Coordinate all tax-related documentation, filings, estimates, K-1s, and 1099 workflows with external CPAs.
- Support investment administration including capital call tracking, investment reconciliations, and reporting coordination.
- Partner closely with leadership to deliver special reporting, ad-hoc analyses, and client financial deliverables.
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 168807
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LeeAnn Hamon