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Accounting Manager - Family Office

Houston, TX 77210

Employment Type: Direct Hire Job Category: Financial Accounting Job Number: 6908

Job Description

UNITY is seeking a detail-oriented Accounting Manager/ Lead Accountant for a family office client in located in downtown Houston. This role is ideal for a CPA with a strong background in partnership and trust accounting, who thrives in a fast-paced environment, and takes pride in precision accuracy while ensuring the details are addressed.

Key Responsibilities:
 
  • Work with the Director as a peer leader of a team that will reconcile and prepare monthly and quarterly financial reports for a large number of small companies.
  • Manage reconciliation of complex domestic and international stock portfolios with high trading volumes and numerous positions.
  • Collaborate directly with the Director to analyze and record complex transactions across multi-entity partnership structures.
  • Review journal entries and financial statements with a critical eye for accuracy, consistency, and completeness.
  • Identify and implement opportunities to streamline accounting processes and reduce manual or duplicative work through technology and automation.
  • Participate in and design staff training.

Qualifications

The successful candidate will meet the following requirements:
 
  • Bachelor’s degree in accounting or finance.
  • Minimum of 5 years of accounting experience, including supervisory or team lead responsibilities.
  • CPA certification.
  • Strong background in full-cycle accounting, from bank reconciliations to financial statement preparation.
  • Exceptional attention to detail and a commitment to maintaining the highest standards of financial accuracy.
  • Advanced proficiency in Microsoft Excel.
  • Experience with partnership and trust accounting.
  • Ability to work independently and manage multiple priorities.
  • Familiarity with trust structures and private trust company operations.
  • Experience using the Archway Platform or similar accounting systems.
  • Prior experience with Monday.com.
  • Prior experience with family offices or small businesses.

 

Job Requirements

• Experience with partnership and trust accounting. • Minimum of 5 years of accounting experience, supervisory or team lead • CPA certification

Meet Your Recruiter

Aaron Stewart

Director | Houston Finance & Accounting    

 

UNITY.

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