Controller - Family Office
Creative Financial Staffing
Houston, TX
$150,000 - $180,000 a year
Description
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