Family Office Accountant – Single-Family Office, Austin, Texas

The company is is a leading private investment firm with over $7 billion of committed capital that makes investments in companies based in North America and Europe. They focus on opportunities where they can support senior management in driving rapid growth and profit improvement. They have extensive experience helping businesses accelerate their growth trajectories through both organic initiatives and add-on acquisitions.

The company enjoys a collaborative culture where there is a meritocracy of ideas, and every member of the team is considered important to the firm. The pace is fast/high-energy, yet there is a casual, collegial feel to the work environment.

POSITION SUMMARY

This is a newly created role for an experienced Accountant who will partner across the Finance team to support a broad range of accounting and tax functions. Core responsibilities will include preparing and posting accounting entries, monthly accounting close, and tax reporting processes. He or she will support the family office and management company accounting functions.

KEY RESPONSIBILITIES

• Prepare analysis and account reconciliations for financial accounts across multiple legal entities
• Prepare and post journal entries as part of the day-to-day accounting operations
• Maintain accuracy of the general ledger and support monthly and quarterly close processes
• Assist in the preparation and review of financial statements and prepare supporting documentation for internal management, tax, compliance and statutory purposes
• Compile and prepare PBC schedules and documentation for the external tax preparer
• Assist with partnership and trust accounting for family office entities
• Assist in preparing expense analysis and variance reports
• Assist with various ad hoc operational and administrative tasks as requested
• Support an environment of continual process improvement, identifying areas to improve accuracy, enhance reporting, improve processes and/or gain operational efficiencies
• Foster positive, collaborative environment by promoting transparency and clear communication

PROFESSIONAL EXPERIENCE/QUALIFICATIONS

• Personal and professional integrity
• Ideally at least 5 years of hands-on accounting experience, ideally within a family office, private investment firm, or reputable tax/accounting organization serving UHNW clients
• Strong proficiency in general ledger management, journal entries, reconciliations, and month-end close processes
• Experience with Schedule K-1s and partnership allocations
• Experience with partnership and trust tax accounting is a plus
• Experience working with multiple legal entities and complex ownership structures
• Ability to work independently and prioritize multiple work streams
• Attention to detail and organizational skills
• Team oriented with high confidence, but low ego- “No job too small attitude”
• Ability to exercise the highest level of discretion in handling sensitive information
• Strong computer skills including high proficiency in Microsoft Office
• Knowledge in Quick Books and/or Microsoft Dynamics a plus

EDUCATION

• Bachelor’s of Business Administration required (Accounting major preferred)

COMPENSATION

• Competitive base salary and annual performance-based bonus
• Benefits include health, dental and vision insurance
• 401(k) plan

RELOCATION

• We will support relocation and open to applications outside of Austin.

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to

Name *

Email *

Phone *

Message *

Upload your CV
* Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10

Mb.