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Director - Accounting & Tax

Sugar Land, TX
Director - Accounting & Tax for Family Office in Houston suburb.
This position will report to the President and provide complete oversight of the accounting, tax, and financial activities of the firm in coordination with internal and external resources.

  • Manage the financial accounting function of the Family Office which includes managing financial close, maintaining the general ledger and preparation of financial statements
  • Assist in the development of the annual operating budget
  • Investment tracking and performance measurement for over 100 investment partnerships, including hedge funds, managed accounts, private equity, and real estate entities
  • Responsible for monitoring of cash position and requirements for liquidity, return and banking relationships
  • Manage the funding, controls, and approval process for internal and external money movements
  • Coordinate, implement and maintain tax planning and related documentation.  Includes working with external and in-house resources, as well as, coordinating with senior leadership of operating businesses
  • Review of corporate and individual returns; ensure timely preparation and delivery through the ownership of all constituents
  • Proactively seek to improve the quality and timeliness of tax returns, in addition to, researching and implementing various practices to improve the tax process
  • Assist with various planning functions including cash flow management, estate and gift planning, and insurance planning
  • Involved with a variety of human resource functions including recruiting, compensation, benefits, policies and procedures, and determining staffing needs
  • Manage charitable foundations accounting
  • Manage relationship with outside public accounting firms and legal counsel
  • Bachelor's degree; Master's degree, CPA preferred
  • 10 years of relevant experience, ideally including investment performance and accounting
  • Experience with high net worth returns and, ideally exposure to Trusts, Estates, advanced tax planning, and foundations

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