Assistant Controller

Connect Search, LLC; Houston (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Connect Search, LLC is partnering with a private investment and family office to hire a Family Office Assistant Controller / Senior Manager of Accounting. You will oversee accounting, financial reporting, treasury, and investment operations across real estate, private equity, trusts, partnerships, and other structures, collaborating with senior leadership.

The ideal candidate is a CPA with 7+ years of progressive accounting experience and strong financial modeling, Excel, and communication

Qualifications

• CPA is required.
• 7+ years of progressive accounting or finance experience.
• Experience with multi-entity structures (trusts, partnerships, LLCs) preferred.
• Family office or private investment experience is advantageous.

Responsibilities

• Oversee accounting and financial reporting for trusts, LLCs, and investment structures.
• Prepare and review financial statements and management reports for leadership.
• Manage general ledger, reconciliations, and monthly/annual close processes.
• Oversee treasury operations, cash forecasting, liquidity planning, and wire transfers.
• Coordinate with tax professionals, attorneys, and advisors on reporting and compliance.
• Support wealth planning initiatives through financial analysis.
• Provide insights for investment decisions and long-term strategy.
• Identify opportunities to automate reporting and strengthen controls.
• Mentor accounting staff and collaborate with senior leadership.

Skills

Advanced Excel

Financial modeling

Leadership/mentoring

Communication skills

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

Multi-entity accounting platforms

Job description

Family Office Assistant Controller / Senior Manager of Accounting

Private Investment & Family Office

We are partnering with a highly respected, privately held investment organization seeking an experienced Family Office Assistant Controller / Senior Manager of Accounting to oversee the accounting, financial reporting, treasury, and investment operations of a sophisticated family office.

This is a unique opportunity to work directly with senior family office leadership while supporting a diverse portfolio of real estate, private equity, marketable securities, trusts, partnerships, LLCs, and other private investments.

The ideal candidate is a CPA with strong technical accounting skills, experience managing complex legal entities and investment structures, and the ability to provide meaningful financial insights to senior leadership.

Key Responsibilities

• Oversee accounting and financial reporting for multiple entities, trusts, partnerships, LLCs, and investment structures.
• Prepare and review financial statements, customized management reports, and financial analyses for family office leadership.
• Manage general ledger activity, reconciliations, and monthly and annual reporting processes.
• Oversee treasury operations, cash management, liquidity forecasting, capital funding, and wire transfers.
• Manage investment accounting activities, including capital calls, distributions, subscriptions, redemptions, and investment reconciliations.
• Coordinate with tax professionals, investment managers, attorneys, and external advisors on financial reporting, tax planning, and compliance.
• Support wealth preservation, estate and succession planning initiatives through financial analysis and reporting.
• Provide financial insights supporting investment decisions, liquidity planning, and long-term strategy.
• Identify opportunities to improve reporting, automate processes, and strengthen accounting controls.
• Mentor accounting staff and collaborate closely with senior leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA required.
• 7+ years of progressive accounting or finance experience.
• Family office experience strongly preferred, but candidates from private investment firms, real estate investment companies, fund accounting, or private client accounting practices will also be considered.
• Experience with multi-entity accounting, partnerships, trusts, private investments, or complex ownership structures.
• Strong understanding of financial reporting, treasury management, cash forecasting, and investment accounting.
• Advanced Excel and financial modeling skills.
• Experience managing projects, supervising staff, or coordinating with external advisors.
• Strong communication skills and the ability to interact professionally with senior executives, family principals, and trusted advisors.
• Exceptional attention to detail, discretion, and commitment to confidentiality.

Why Consider This Opportunity?

• Work directly with senior leadership in a sophisticated private investment environment.
• Gain exposure to a diverse portfolio of real estate, private equity, securities, and alternative investments.
• Take ownership of a broad accounting and financial operations function rather than a narrowly focused corporate accounting role.
• Play an important role in investment reporting, liquidity management, and long-term wealth planning.
• Join an established organization offering stability, professional growth, and meaningful responsibility.