Controller - Family Office

Location: Houston
Posted on: June 23, 2025

Job Description:

Title: Controller - Family Office Salary: $150k - $180k w/ bonus - depending on experience! Why This Opportunity Stands Out: Opportunity to work directly with a high-net-worth family office managing complex trust and foundation structures Lead accounting and reporting for private entities with a long-standing reputation in the Houston community High autonomy and visibility with principals and advisors Collaborative, stable team with low turnover and strong work-life balance Excellent benefits package - 75% of premiums covered by employer and 401(k) match included Beautiful office setting with a discreet, professional culture Key Responsibilities: Oversee full-cycle accounting and financial reporting for trusts, foundations, and affiliated entities Prepare consolidated financial statements and support annual audits Manage budgeting, forecasting, and cash flow reporting across multiple entities Ensure compliance with internal controls, fiduciary requirements, and regulatory guidelines Act as primary point of contact for external CPAs, legal counsel, and investment advisors Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA preferred 8 years of experience in accounting, preferably within a family office, wealth management, or public accounting Proficient in JD Edwards ERP software - required Strong understanding of trust, foundation, and entity accounting Discretion, integrity, and professionalism required given the confidential nature of the role INJUN2025 ZRCFS LI-PG1

Keywords: , Beaumont , Controller - Family Office, Accounting, Auditing , Houston, Texas