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The Goff Financial Group: Chief Operations Officer

The Goff Financial Group

This is a Full-time position in Houston, TX posted June 16, 2021.

Job SummaryJob SummaryThe Goff Financial Group is looking for a seasoned professional with management experience to join its team as the new Chief Operating Officer (COO).

Our ideal candidate will have personal tax accounting experience working with individuals and families as well as at least 10 years of management experience.

This position includes a number of key responsibilities pertaining to client support, project management, financial planning, human resources and accounting including tax and compliance functions.

The position offers significant opportunities for advancement and professional development with a growing financial services company.Compensation / BenefitsSalary range between $85,000 and $125,000 plus incentive compensationHealth insurancePaid vacation and holidaysPaid parkingRetirement planResponsibilities and DutiesThis client-facing, management position includes a number of key responsibilities such as:1) Managing various projects related to human resources, client support and new client development.2) Assist in various routine and non-routine client support functions including setting up new accounts, money transfers and the preparation of quarterly account reports.3) Provide operational support including coordinating advanced client support functions with the advisor team.4) Documenting procedures related to client support and other critical operational functions.5) Helping maintain the company’s financial records and assisting in the preparation of the company’s federal income tax filings.6) Helping prepare quarterly 13F filings and the annual SEC ADV Part 1 and 2 filings.7) Providing to clients general guidance as it relates to investment related tax issues.8) Managing general HR functions related to recruiting and employee benefits including health insurance and payroll.Qualifications and SkillsMinimum Position Requirements: 1) College graduate with at least 10 years of work experience2) Certified Public Accountant (CPA) or Certified Financial Planner (CFP)3) For business school graduates, MIS, Finance, Accounting or Marketing majors are preferred but not required.4) Position requires strong skills in Microsoft Office including Excel, Word, Outlook and PowerPoint5) Excellent document composition, preparation and typing skills to be able to prepare formal correspondence when necessary and document work procedures.6) Strong interpersonal and telephone interview skills to present proper business image to calling/or called contacts.7) Must be committed to maintaining the highest level of confidentiality.8) Process oriented.Other Qualifications and SkillsMust have a high degree of self-motivation and the ability to work with little supervisionDetail oriented as well as relationship orientedAbility to make critical decisions independentlyBachelor’s degree or higherIntermediate computer skills including MS Word, Excel, Outlook and PowerPointJob Type: Full-timeExperience:management: 7 years (Required)Education:Bachelor’s (Required)License:Certified Public A (Required)

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