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Family Office COO

Job Type: Direct Hire

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