Accountant, Lead

We are seeking a detail-oriented and experienced Lead Accountant to join our Family Office team. This role is ideal for a CPA with a strong background in partnership and trust accounting, who thrives in a fast-paced environment, is not afraid to ask why, and takes pride in precision, accuracy and ensuring the details are addressed. Other responsibilities include but are not limited to:

- Work with the Director as a peer leader of a team that will reconcile and prepare monthly and quarterly financial reports for a large number of small companies using the Archway Platform.

- Manage reconciliation of complex domestic and international stock portfolios with high trading volumes and numerous positions.

- Collaborate directly with the Director to analyze and record complex transactions across multi-entity partnership structures.

- Review journal entries and financial statements with a critical eye for accuracy, consistency, and completeness.

- Identify and implement opportunities to streamline accounting processes and reduce manual or duplicative work through technology and automation.

- Participate in and design staff training.

Qualifications

The successful candidate will meet the following qualifications:

- A Bachelor's degree in Accounting or Finance is required.

- Minimum of 5 years of accounting experience, including supervisory or team lead responsibilities is required.

- CPA certification required.

- Strong background in full-cycle accounting, from bank reconciliations to financial statement preparation is required.

- Exceptional attention to detail and a commitment to maintaining the highest standards of financial accuracy.

- Advanced proficiency in Microsoft Excel is required.

- Experience with partnership and trust accounting is required.

- Ability to work independently and manage multiple priorities.

- Familiarity with trust structures and private trust company operations.

- Experience using the Archway Platform or similar accounting systems.

- Prior experience with Monday.com.

- Prior experience with family offices or small businesses.

Primary Location: USA-Texas-Houston

Shift: Day Job

Travel: No

Unposting Date: Ongoing

Organization: Office Services

Job: Accounting

Job Level: Individual Contributor