Accountant

Houston, TX

Employment Type: Direct Category: Administrative Job Number: 18366 Work Model: #LI-Onsite Internal Reference:

Job Description

Our prestigious family office client company is seeking a versatile and energetic Accountant to add to their office. The Accountant will be responsible for managing activities and providing comprehensive accounting support within the family office. This role requires attention to detail, a solic understanding of financial principles, and the ability to maintain confidentiality.

Key Responsibilities:
 
  • Maintain accurate and up-to-date financial records for the family office.
  • Record financial transactions, including income, expenses, and investments.
  • Collaborate with relevant stakeholders to develop and monitor budgets.
  • Assist in preparing financial forecasts and projections.
  • Generate regular financial reports for the family office.
  • Prepare financial statements and summaries for review.
  • Ensure compliance with relevant tax regulations.
  • Assist in the preparation of tax returns and liaise with external audits.
  • Monitor cash flow and manage liquidity needs.
  • Execute fund transfers and payments as required.
  • Maintain records of investments and portfolio performance.
  • Work with investment advisors to ensure accurate reporting.
  • Process and track expenses related to the family office.
  • Verify invoices and reconcile expenses.
  • Conduct financial analysis to support the decision-making.
  • Identify trends and provide insights into financial performance.
  • Assist in coordinating and preparing documents for external audits.
  • Address audit inquiries and implement recommendations.
  • Provide financial advice and support to family members.
  • Communicate financial information in a clear and understandable manner.

Qualifications:
  • Bachelor’s degree, preferred
  • 5+years experience, family office experience a huge plus
  • Strong knowledge of accounting principles, financial regulations, and tax codes
  • MS Office Proficiency
  • QuickBooks experience required
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