StevenDouglas · 2 weeks ago
Accounting Manager - Family Office
Austin, TX
Full-time
Onsite
Senior Level
5+ years expStevenDouglas is engaged in a unique search for a Family Office Accounting opportunity in Austin, Texas. The role involves supporting the CEO's family office investments and requires an experienced Accountant to handle a range of accounting and tax functions, including preparing accounting entries and financial statements.
ConsultingHuman ResourcesRecruitingStaffing Agency
Hiring Manager
Laurie Canepa
Responsibilities
Prepare analysis and account reconciliations for financial accounts across multiple legal entities
Prepare and post journal entries as part of the day-to-day accounting operations
Maintain accuracy of the general ledger and support monthly and quarterly close processes
Assist in the preparation and review of financial statements and prepare supporting documentation for internal management, tax, compliance and statutory purposes
Compile and prepare PBC schedules and documentation for the external tax preparer
Assist with partnership and trust accounting for family office entities
Assist in preparing expense analysis and variance reports
Assist with various ad hoc operational and administrative tasks as requested
Support an environment of continual process improvement, identifying areas to improve accuracy, enhance reporting, improve processes and/or gain operational efficiencies
Foster positive, collaborative environment by promoting transparency and clear communication
Qualification
Required
Personal and professional integrity
Ideally at least 5 years of hands-on accounting experience, ideally within a family office, private investment firm, or reputable tax/accounting organization serving UHNW clients
Strong proficiency in general ledger management, journal entries, reconciliations, and month-end close processes
Experience with Schedule K-1s and partnership allocations
Experience working with multiple legal entities and complex ownership structures
Ability to work independently and prioritize multiple workstreams
Attention to detail and organizational skills
Ability to exercise the highest level of discretion in handling sensitive information
Strong computer skills including high proficiency in Microsoft Office
Bachelor's of Business Administration required
Preferred
Experience with partnership and trust tax accounting is a plus
Knowledge in QuickBooks and/or Microsoft Dynamics a plus
Accounting major preferred
Benefits
Relocation assistance
Company
StevenDouglas
StevenDouglas, one of the boutique Search and Interim Resources firms.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Laurie Canepa
Managing Director - State of Texas (Accounting and Finance Search)
Recent News
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