Accounting Assistant

How to Apply

To apply, please submit your resume and Your Story/Background note that addresses the following:

1. Why you are drawn to working for accounting/bookkeeping support role

2. An example of how you've built and maintained a strong accounting/bookkeeping process in your career

3. How you organize your work and maintain attention to detail when multiple priorities seek your attention

Notify us if using AI to respond as that is one of the skills that we will be looking for in our search.

POSITION DESCRIPTION

BENZER CAPITAL

Preserving Wealth for Generations

Bookkeeping Assistant

Full-Time Position | In-Office | Missouri City Area [Houston]

About Benzer Capital

We are a portfolio of mission-driven, growth-oriented companies in Southwest Houston along with serving affluent entrepreneurial families. We work in our clients' best interest to provide customized multi-generational asset management, estate and advanced planning. We are looking for an individual who is diligent and provides high quality support to the Practice and our Clients.

Position Overview

This position is for a motivated and career-oriented individual with positive and pleasant demeanor to join our firm and step into an instrumental role. Help conduct the smooth operation and planning of a productive and efficient wealth management office.

In this role, you will provide vital support in maintaining accurate financial records, ensuring compliance with accounting standards, and assisting with various bookkeeping functions. The ideal candidate will have experience with accounting software and a strong understanding of financial concepts, including GAAP, double-entry bookkeeping, and account reconciliation.

This position offers an excellent opportunity to develop your accounting skills within a dynamic organization that values precision and professionalism.

Key Responsibilities

Bookkeeping

Areas of assistance to Principal

• Assist in managing accounts payable and accounts receivable processes
• Prepare and post journal entries using accounting software - QuickBooks Online and Desktop
• Conduct bank reconciliations and general ledger reconciliations to ensure accuracy of financial data
• Support balance sheet reconciliation and account analysis activities
• Assist with payroll processing and tax-related tasks as needed
• Maintain organized financial records in accordance with GAAP standards
• Help prepare financial reports and summaries for management review
• Support budgeting processes and financial report writing tasks
• Ensure compliance with governmental accounting regulations for non-profit or corporate entities
• Perform data entry tasks and account analysis with high accuracy

Financial Reporting and Tax

Areas of assistance to CFO and CPA

• Develop and present comprehensive financial reports addressing management, tax compliance, planning and tax optimization
• Support tax preparation and processing
• Analyze client situations and provide customized recommendations aligned with their goals
• Monitor and adjust financial strategies in response to conditions and life changes
• Collaborate with internal team and external experts (CPAs, estate attorneys, insurance specialists) to deliver integrated solutions

Client Service and Office Support

Areas of assistance to Client Service Associate

• Maintain thorough documentation of all client interactions and recommendations
• Ensure all activities adhere to fiduciary standards and regulatory requirements
• Utilize firm systems to manage client workflows
• Protect client confidentiality and maintain the highest ethical standards
• Manage client visits, calls, emails, client questions, and correspondence
• Prepare proposals, account opening and maintenance.
• Respond to ad hoc requests, coordinate/track projects
• Manage office and office environment including both physical presentation and professional demeanor.

Qualifications Required

• 3-5 years of experience in bookkeeping, accounting, financial services, or a client-facing professional role
• Expertise in required software (Microsoft Office, QuickBooks)
• Demonstrated ability to build and maintain strong client relationships
• Strong financial acumen and understanding of accounting principles, financial and tax planning concepts, and financial management strategies
• Excellent written and verbal communication skills
• High level of personal organization, attention to detail, and follow-through
• Commitment to working in-office in the Missouri City area

Other qualifications and skills we value

• Bachelor’s degree in accounting, Finance, or related field
• Entrepreneurial perspective with a service-first mindset
• Ability to use AI within guardrails
• Experience serving high-net-worth or ultra-high-net-worth clients
• Prior working experience in tax and accounting firm

Compensation, Benefits and Other Details

• Full Time, on site – Missouri City TX 77459, 90-day probation
• Competitive base salary commensurate with experience: Range $48K - $52K
• Performance-based bonus structure tied to both individual achievement and firm success
• 401(k)
• 401(k) matching
• Health insurance [Marketplace HRA]
• Dental insurance
• Vision insurance
• Life insurance
• Professional development assistance
• Paid time off
• Company paid holidays

What Sets This Role Apart

• Fiduciary-First Environment: Work for a firm that truly puts clients first, not one driven by sales quotas or product commissions
• Specialized Niche: Develop deep expertise serving entrepreneurial families
• Quality Over Quantity: Focus on delivering exceptional service to a smaller number of high-value clients rather than chasing volume
• Performance-Based Success: Your compensation grows with your contributions and the firm's success, not through pushing products
• Collaborative Culture: Work alongside a diligent, high-performing team that values preparation, accuracy, and follow-through
• Professional Growth: Build a long-term career with a growing boutique firm that invests in your development