Family Office Services Senior Associate

Family Office Services Senior Associate page is loaded## Family Office Services Senior Associatelocations: Houston, TXtime type: Full timeposted on: Posted Todayjob requisition id: JR100229**Our Firm** Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We dont just work with numberswe work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.Were committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.**Your Journey** Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firms success through collaboration, exceptional service, and continuous growth.**Position Summary:**Our Family Office Services DepartmentThis business line provides high-touch, white-glove services to ultra-high net worth families. Services range from accounting, bill pay, cash management, real estate management, private equity management, family governance and education, estate planning, risk management and private aircraft services.Your Impact (Essential Duties):Provide a variety of services to high-net-worth clients including cash management, real estate management, private equity management, family governance and education, philanthropy management, business Manage the monthly close process and preparation of clients financial statements for all client entities, including reconciliations and monthly journal entries for multiple entitiesRecord and review entries from brokerage statements and private equity investment statementsAbility to reconcile equity between related party ownership entitiesOversee accounts payable and payroll functionsExecute intercompany accounting entries and adjustmentsPrepare quarterly reporting packages for clientsCollaborate with department leadership to provide advisory and financial consulting services to clients, leveraging industry experience and providing valueFoster and develop meaningful client relationships to ensure expectations are clearly defined and metCommunicate effectively with team members and provide support to less experienced staff to ensure client needs are metPerform other duties and display flexibility to take on a variety of responsibilities assigned Your Background: 3-5 years of experience in general accounting CPA license or eligible (preferred) Bachelors degree in accounting or related fieldAdvanced proficiency in QuickBooks Desktop/Online and Microsoft Excel Sage Intacct experience (preferred) Excellent verbal and written communication skills for collaboration and client interactions Strong organizational skills and attention to detail Accurate mathematical and financial analysis skills Ability to work independently while also coaching newer team members and seeking support from leadership as needed Analytical thinking to identify and address inconsistencies in financial reporting Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties Proactive approach to delivering a high-quality customer experience in a multi-client environment Full-time commitment and flexibility to work beyond regular hours to meet team deadlinesAt Sorren, were invested in your growthboth personally and professionally. Well support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and weve designed our culture and benefits to reflect that.**What We Offer:*** Generous paid time off* Comprehensive medical, dental, and vision coverage, plus life and disability insurance* 401(k) retirement savings plan* Paid holidays, including a firmwide winter break (December 24 January 1)* Paid parental leave (available after one year of service)* Mentorship and career development programs* CPA exam support to help you succeed on the path to licensure* Firm-sponsored events and spontaneous team activities* Celebrations to mark milestones like the end of busy season and the holidays### 2025 Sorren is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms. #J-18808-Ljbffr