Chief Operating Officer

TW Work Solutions; Houston (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

TW Work Solutions is seeking an experienced CPA to serve as Chief Operating Officer for a new accounting firm serving multiple ultra-high-net-worth families and their family offices.

The COO will manage daily operations, lead accounting staff, and oversee service delivery across all engagements. A hands-on leader with deep tax and GAAP knowledge is required to coordinate with external professionals and client principals.

Qualifications

• Active CPA license with strong tax and GAAP knowledge.
• Direct experience serving family offices or UHNW families with multi-entity reporting.
• Proven leadership of accounting staff and cross-office teams.
• Solid understanding of trusts, estates, and wealth transfer accounting.

Responsibilities

• Oversee firm operations, staffing, engagement planning, workflows, client service, quality control, and reporting deadlines.
• Recruit, supervise, mentor, and develop accounting professionals across multiple family office engagements.
• Serve as primary senior accounting contact for family principals and advisors.
• Oversee complex partnership accounting and inter-entity transactions across entities.

Skills

CPA expertise

Leadership

GAAP knowledge

Tax knowledge

Family office exp

Education

CPA license

Job description

Chief Operating Officer (COO) – Accounting Firm Serving Multiple Family Offices | CPA Required

TW Work Solutions is recruiting an experienced CPA to serve as COO of a new accounting firm providing dedicated accounting, reporting, and financial oversight to multiple ultra-high-net-worth families and their family offices.

The COO will manage the entire firm’s daily operations, lead multiple accounting staff members, and oversee service delivery across all family office relationships. This role requires a hands‑on leader with deep tax and GAAP knowledge, complex partnership accounting expertise, and the ability to earn the confidence of family principals and their advisors.

Key Responsibilities

• Oversee all firm operations, including staffing, engagement planning, workflows, client service, quality control, and reporting deadlines.
• Recruit, supervise, mentor, and develop accounting professionals, allocating staff and resources across multiple family office engagements.
• Serve as the primary senior accounting contact for family principals and their advisors.
• Oversee complex partnership accounting, including partner capital accounts, ownership allocations, contributions, distributions, and inter-entity transactions.
• Lead monthly close, reconciliations, consolidations, and financial reporting across partnerships, trusts, investment entities, and operating businesses.
• Deliver monthly reporting packages covering budget-to-actual performance, cash flow, investment valuation changes, dividends, and note activity.
• Apply tax and GAAP expertise to complex ownership structures and coordinate with external tax professionals, investment advisors, trustees, and legal counsel.
• Provide financial analysis and communicate complex accounting matters clearly while handling sensitive family matters with discretion.
• Establish firm-wide accounting policies, internal controls, operating procedures, and service standards.
• Evaluate and implement scalable ERP, accounting, automation, and AI-enabled reporting tools.
• Partner with ownership to establish the firm’s operating model and support its growth.

Required Qualifications

• Active CPA license.
• Extensive tax-focused public accounting experience and strong technical knowledge of both tax and GAAP.
• Direct experience serving family offices or ultra-high-net-worth families, with the ability to oversee multiple client relationships simultaneously.
• Demonstrated expertise in complex partnership accounting and multi-entity financial reporting.
• Proven experience managing multiple staff members and overseeing an accounting office, practice, or department.
• Working knowledge of trusts, estates, wealth transfer planning, and the accounting implications of complex family ownership structures.
• Strong leadership, client communication, organizational, and problem‑solving skills.
• Sound judgment, discretion, and consistent availability for client meetings and critical reporting deadlines.

Preferred Qualifications

• Big Four or comparable public accounting background.
• Audit exposure in addition to significant tax experience.
• Experience building accounting teams and implementing ERP systems, automation, and consolidated reporting processes.
• Prior responsibility for practice operations, client service delivery, and staff capacity planning.

The Opportunity

Help build and lead an accounting firm dedicated to serving multiple family offices. This position offers responsibility for the firm’s people, operations, client relationships, and technical accounting standards.

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