Senior Accountant - Family Office JN

Senior Accountant - Family Office

We are a privately held, boutique family office serving clients with complex, multi-asset portfolios. We are seeking an experienced Senior Accountant to join our 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.

Location: Midland, TX (on‑site). Open to candidates seeking relocation.

Compensation & Benefits

• Competitive compensation: $85,000 - $95,000
• Health, Vision & Dental coverage with 70% employer paid
• 401(k) with 4% match after 1 year
• Vacation, Personal & Sick days

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 Quick Books Online
• Proven ability to manage sensitive financial information with the highest level of discretion and integrity

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

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

How to Apply

Click the “Apply” button on Goodwin Recruiting’s website to submit your application.