Strategic COO for Ultra-High-Net-Worth Family Offices

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

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.