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Explore Career Opportunities

Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.

Family Office COO

Katy, TX 77450

Employment Type: Direct Hire Job Category: Tax Job Number: 5970

Job Description


Unity has been exclusively retained by a family office based in Houston with a large portfolio of investments and family-owned businesses. The primary responsibility is to be a confidant to the family on all matters related to tax, investment and family matters. This tax professional will work with the family’s attorneys, investments and family foundation.
  • Tax responsibilities include processing financial accounting data into work papers, reviewing tax returns and estimated tax payments, and researching tax concepts for the family
  • Research tax concepts and their application to family situations; communicate results with family members
  • Prepare Quarterly and Annual Performance Investment reports
  • Interact with family members and key personnel at related operating companies

Requirements:
  • Bachelor’s degree in Accounting or Finance
  • CPA, CFP, and/or JD
  • 8+ years of public accounting tax experience focused on high net worth individuals, partnerships, foundations/trusts and/or family office experience

Role Offers:
  • Hybrid schedule with 3 days in the office
  • A friendly, warm work environment
  • Great work-life balance
  • Excellent career growth
  • 401K and benefits
  • Competitive salary and bonus

Meet Your Recruiter

Vivien Wong

Associate Partner | Tax          

 

 

 

UNITY.

Voted #1 Best Places to Work 2022 and 2023 by Dallas Business Journal

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