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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.
JOB ID: 168942
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LeeAnn Hamon