Family Office COO - Unity Search Group
Katy, TX 77450
About the Job
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 familys 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:
- Bachelors 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
Source : Unity Search Group