Senior Accountant – Family Office

JOB SUMMARY:

Are you looking for a unique accounting opportunity outside the traditional corporate mold? Join a small, high-performing team where your expertise directly supports investment strategy, real estate oversight, and private financial operations. This is a rare chance to step into a dynamic, well-rounded accounting role with real impact. This position is onsite, with a 9/80 work schedule, or you can work four days onsite and have a WFH day on Friday.

• Reports to: Managing Director – Family Office Accounting & Finance
• Revenue: $250MM
• Schedule: 9/80 work schedule or Monday-Thursday onsite, Friday WFH
• Salary: $85k to $100k, 10% bonus potential
• Benefits & PTO: Medical/vision/dental, 10% 401(k) match, 4 weeks PTO, 10 paid holidays
• Perks: Reimbursements for pre-authorized or class fee expenses for continued education, free onsite gym
• Interview Process: 2 rounds of interviews (onsite)
• Why the role is open: The team is growing

WHY THIS ROLE STANDS OUT:

• Exposure to private investment and family office operations
• Opportunity to work closely with leadership and decision-makers
• A unique environment that blends finance, real estate, and private accounting
• A small team culture where your contributions truly matter

WHAT YOU’LL DO:

As a Senior Accountant, you’ll be a critical player in managing the financial activities of a private investment portfolio and family office operations. Your day-to-day will blend accounting fundamentals with exposure to real estate, financial markets, and strategic reporting.

Key responsibilities:

• Record and manage journal entries across a complex structure of partnerships and trusts
• Maintain the general ledger and chart of accounts with precision
• Process and reconcile investment activity from public brokerage accounts using specialized accounting software
• Assist with financial statement preparation and customized reporting packages
• Oversee accounts payable and check disbursements
• Support documentation and data collection for annual tax filings
• Collaborate with property managers to ensure accurate billing, income tracking, and reporting for a diverse real estate portfolio

REQUIREMENTS:

• Bachelor’s degree in accounting
• 2–5 years of experience in public or private accounting
• Strong attention to detail and the ability to manage multiple priorities in a fast-paced setting
• Excellent communication skills and a proactive mindset
• Proficiency in Microsoft Excel and Word
• Ability to work independently and collaboratively with minimal oversight

Monarch Talent Solutions is a values-driven boutique recruitment firm specializing in direct hire accounting, finance, and human resources positions throughout the metro Houston, TX, area. Positions include, but are not limited to, Chief Financial Officer, Chief Accounting Officer, Director of Accounting, VP of Accounting, Controller, Assistant Controller, Accounting Manager, Accounting Supervisor, Finance Manager, FP&A Manager, Treasurer, Senior Accountant, Senior Financial Analyst, Director of Human Resources, and Human Resources Manager.

Founded in 2020, Monarch Talent Solutions is committed to helping clients and candidates with career opportunities by simply being relatable. Recruitment doesn’t need to be so transactional, and with our humanized approach and discipline, we are committed to redefining your recruitment experience with transparency, honesty, and integrity.

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At Monarch, we put humanity back into hiring.