Controller

Cox Consulting Network; Houston (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Major medical insurance

Dental and vision insurance

Negotiable PTO plan and flexible work

Job summary

Cox Consulting Network, based in Houston, TX, seeks a Controller to lead the Finance & Accounting function within a private investment family office. The role reports to the CFO and oversees accounting, consolidations, tax compliance, and IT vendor management, driving process improvements with AI, automation, and data analytics.

You will mentor the accounting team, coordinate audits, maintain internal controls, and ensure timely closes across entities including trusts, partnerships, LLCs, and a

Qualifications

• Must have a Bachelor's degree in Accounting, Finance, or related field.
• CPA license active and in good standing is required.
• 10+ years of progressive accounting and finance experience.

Responsibilities

• Lead, mentor, and develop the day-to-day accounting team, setting performance expectations and driving continuous improvement.
• Partner with the CFO to identify staffing needs and support onboarding and professional development of accounting personnel.
• Maintain and improve internal controls to ensure accuracy, integrity, and compliance across financial activities.
• Develop, document, and enforce accounting policies and procedures aligned with best practices and regulatory requirements.
• Ensure compliance with tax, audit, and reporting requirements with external advisors.
• Manage and oversee consolidation of financial statements across trusts and related entities.
• Ensure accuracy of intercompany eliminations and consolidating adjustments.
• Serve as primary contact for external auditors and coordinate audit requests.

Skills

Team leadership

GAAP knowledge

Financial analysis

Cross-functional partner

Regulatory compliance

Education

Bachelor's degree in Accounting/Finance

CPA license

MSA/MBA (plus)

Job description

Cox Consulting Network has been exclusively retained by a large, successful private investment group in its search for a Controller. This in-office role is based in Houston, TX, near the Galleria.

OPPORTUNITY

The Controller is a senior leader in the Finance & Accounting department, reporting to the Chief Financial Officer. This role oversees the integrity of financial operations, including accounting, consolidations, tax compliance, and technology vendor management. The ideal candidate combines strong technology acumen with a proactive approach to process improvement, leveraging AI-driven tools, automation, and data analytics to enhance accounting operations. The Controller will lead a high-performing accounting team and serve as a key strategic partner to the CFO.

This is an excellent opportunity for a candidate seeking a strong organization with work-life balance and long-term potential to advance into a CFO role.

KEY RESPONSIBILITIES

• Lead, mentor, and develop the day-to-day accounting team, setting clear performance expectations and fostering a culture of accountability and continuous improvement
• Partner with the CFO to identify staffing needs and support hiring, onboarding, and professional development of accounting personnel
• Maintain and improve internal controls to ensure accuracy, integrity, and compliance across all financial activities
• Develop, document, and enforce accounting policies and procedures aligned with best practices and regulatory requirements
• Ensure compliance with tax, audit, and reporting requirements in coordination with external advisors
• Manage and oversee the consolidation of financial statements across trusts and related entities
• Ensure accuracy and completeness of intercompany eliminations, allocation methodologies, and consolidating adjustments
• Serve as primary point of contact for external auditors, coordinating all audit requests, documentation, and responses
• Maintain full accountability for the general ledger and financial records across all family office entities, including LLCs, partnerships, trusts, holding companies, and a private foundation
• Ensure timely and accurate monthly, quarterly, and annual close processes for each entity
• Oversee relationships with external tax preparers across all entity types, including trusts, partnerships, LLCs, and private foundations
• Serve as the internal point of contact for the family office's IT managed service provider, ensuring technology infrastructure supports the needs of the family office

REQUIREMENTS

• Bachelor's degree in Accounting, Finance, or related field required; advanced degree (MSA, MBA) a plus
• Certified Public Accountant (CPA) license required - active and in good standing
• Minimum 10 years of progressive accounting and finance experience
• Public accounting experience required; audit or tax background strongly preferred
• Prior experience in a family office, private wealth, or multi-entity investment environment highly desirable
• Demonstrated experience managing and developing accounting teams
• Experience with trust and estate accounting, partnership accounting, and real estate accounting strongly preferred
• Experience with accounting for various types of financial assets preferred
• Deep technical knowledge of GAAP, consolidation accounting, and multi-entity financial reporting
• Strong review, analytical, and organizational skills with high attention to detail
• Effective communicator - able to present complex financial information clearly to the CFO and family principals

BENEFITS INCLUDE:

• Major medical insurance
• Dental and vision insurance
• Negotiable PTO plan and flexible work schedule