Controller

Location: Shreveport, LA, Tyler, TX, or Dallas, TX (remote/hybrid open) Travel: Light. On-site in Shreveport or Dallas twice a month for the first six months, then monthly to every other month. Benefits: Health, dental, and vision; retirement plan options; paid time off and holidays

A family office built on multi-generational entrepreneurial wealth is professionalizing its finance and tax function, and it's hiring the person who will own it. The accountant who has run the books and the family's tax for decades is retiring. You'd step in across 20+ entities, become the first call for the principal, the CIO, and legal on anything financial, with room to grow into a broader financial-partner or CFO-track role over time. You’d inherit a strong foundation at an exciting inflection point, with near-term growth ahead.

Tax is the heart of the work, and the value you create is in the structuring. Major transactions and a liquidity event on the horizon in the next 12 to 18 months will unlock capital to put into new investments. You'd own the tax cycle and oversee the books across the whole structure, from operating companies and partnerships to trusts, foundations, and SPVs. The work spans both the operating businesses and the investment side, feeding the outside firm that files. An outside bookkeeper handles day-to-day entry, so you review at a high level rather than living in the details. There’s a pool of resources to tap into, from the bookkeeper and data-entry support to an FP&A analyst, internal technical resources, and legal. This role reports to the CIO.

The Goal

Within 12 months, you've absorbed the institutional knowledge from your predecessor and can run the tax cycle, the close, and consolidated reporting without needing their support. The principal and the CIO come to you first on tax and finance questions, and the books are clean, current, and audit-ready across every entity.

Outcomes You'll Be Responsible For

Own tax across the structure: Serve as the family's in-house tax owner across every entity and the principal's personal returns, gathering the source information, running the analysis, preparing workpapers and reconciliations, handling K-1s and 1099s, and staying ahead of multi-state deadlines and extensions, then feeding it all to the outside firm that files.

Run accounting, close, and consolidated reporting: Keep the books clean across the structure: the general ledger, reconciliations, AP and AR, and the monthly, quarterly, and annual statements. Produce the consolidated reporting the principal relies on and support the outside audit. The mix runs roughly 60% accounting and 40% tax today and tilts toward tax as the transactions progress.

Stand up the back-office technology and processes: The office is choosing a new accounting stack, and it's close to a blank slate rather than a mess to clean up. This is a high-agency seat: instead of inheriting written processes, you'll build them. Help select and implement the stack, and use low-code, no-code, and AI tools to build finance and tax tools and automations across the portfolio, leaning on internal technical resources for the heavier work.

Partner on forecasting, then grow into a financial partner: Work with the FP&A analyst so tax feeds the multi-entity forecast and treasury planning. As the core steadies, the role broadens across the legal and commercial sides toward a CFO-track seat.

Skills Needed to Apply

CPA with 10 or more years of progressive tax experience, and deep technical command of partnership, trust, foundation, and multi-entity taxation across several states.

You've personally owned the tax-preparation cycle across many entities and been the point of contact who feeds an outside CPA firm that prepares and files the returns.

Multi-entity controllership: you've owned the books across a complex entity structure, produced consolidated reporting, and supported outside audits.

Nice to Have

Family-office, private-wealth, or high-net-worth family experience, whether in-house or from a public accounting or advisory seat. Deep individual-principal and foundation planning can ramp on the job.

A builder's streak with technology. You use APIs and low-code or no-code tools to build your own finance and tax tools, or you're a systems power user who has led an implementation and wants to start building.

Experience modeling the tax and structuring implications of M&A and entity restructurings through several iterative rounds with attorneys and advisors.

Trust, foundation, and related-party administration: Crummey contributions and beneficiary notices, related-party notes and interest, and gift acknowledgements.

Breadth across tax, the legal side, and the commercial side, with the range to grow toward a financial-partner or CFO seat.

Qualities That Will Make You Successful

High-agency builder: You're at your best with a blank page, not a playbook. You build the processes and automations rather than waiting to be handed them.

Candid, diplomatically: You lay out path A and path B with the consequences of each, rather than the answer the room wants to hear, and do it without becoming rigid or disagreeable.

Meticulous: Every entity, filing, obligation, and deadline stays accounted for, so nothing slips through the cracks.

Persistent through complexity: When the first structuring approach doesn't work, research the next one, and be honest when a path genuinely won't.

Trusted through follow-through: A strong do:say ratio is the whole reputation here, earned by investing in relationships across the family, internal partners, and outside advisors.

Composed and discreet: Absorb strong, unfiltered opinions without sparring, and protect confidences absolutely.

Well-connected: You bring a strong professional network, outside tax specialists, attorneys, and peers you can call when a complex, high-stakes question needs another set of eyes, so you always know where to find the answer.

Ownership-minded: Self-managing, with the drive to understand the mechanics deeply enough to stand behind an answer and a bias toward practical results over activity.