Our Galleria area client is seeking an Accountant/Bookkeeper to handle the accounting and investments for our client’s practice. The Accountant will play a pivotal role in managing the financial operations and ensuring compliance with relevant regulations. Working closed with the Family Office Manager and other team members, the Accountant maintains accurate financial records, prepares reports, and provides valuable insights to support decision-making. The position requires meticulous attention to detail, strong analytical skills, and a thorough understanding of accounting principles.
Duties that include but are not limited to:

• Responsible for cash management and wire transfers as well as funding for private investments.
• Take incoming calls and facilitate management of the Executive’s calendar. This role is a gatekeeper and assists with calendar coordination in the Executive’s professional and personal life.
• Handle investments, pay bills.
• This role also works closely with attorneys, brokers, bankers, and other service providers.
• Organizes numerous tax documents from various investments and employment.
• Responsible for payroll for household and family employees.
• Works closely with the Executive’s outside accounting firm and other financial specialists.
• Responsible for accounting for the medical and family office in QuickBooks as well as collecting and organizing accounting and tax information for the outside CPA firm.

Personal Assistant Responsibilities:

• Travel arrangements, including coordination with household staff and preparation of detailed travel itineraries, etc.
• Accounting and finances related to household staff and household expenditures, including rental homes. Online payment of personal bills not on autopay.
• This is a full-time job. There is, however, some flexibility in work schedule. The individual will occasionally need to be available after hours and on weekends. This role is on call and will be expected to be responsive to requests outside of the typical 9 am – 5 pm hours.
• This role will coordinate with various foundations and other organizations and will maintain a respectful, collaborative demeanor in all interactions.
• This role interacts with the Executive’s family members including older children and household staff and assists with requests from time to time.

JOB REQUIREMENTS:

• 4-year degree, preferred
• 10 years’ experience at a CPA firm, law firm, or family office desired.
• Strong Excel and Word skills required although there is not extensive daily work required using the software.
• Finance and cash management experience desirable.
• Ability to be very responsive with a calm, professional demeanor.
• Proven history of working effectively with extremely high-level professionals, but also able to relate to and interact with lower-level employees equally well.
• Experience with trusts, CPA firms and banks desirable.
• Private Investment exposure helpful.
• Ability to multi-task with high attention to detail required.
• Ability to maintain discretion in all matters.