Controller

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 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

•  Competitive salary
  
• Bonus plan
  
• Major medical insurance
  
• Dental and vision insurance
  
• 401(k) retirement plan
  
• Negotiable PTO plan and flexible work schedule