Accounting Advisor

Company Description Tierra Fina Private Wealth provides an exclusive, highly personalized advisory experience for visionary entrepreneurs, multicultural families, oil and gas professionals, and high-net-worth individuals. The firm focuses on delivering tailored financial strategies that reflect each client's unique goals, values, and circumstances. Service pillars are designed with intentionality, discretion, and measurable results, emphasizing long-term relationships and trust. Team members collaborate closely with clients to guide complex financial decisions and help preserve and grow generational wealth.

Role Description

The Accounting Advisor is a full-time, hybrid role based in the Midland-Odessa Area, with flexibility for some work from home. This individual will serve within the firm's Business Family Office™, our flagship service for business owners that integrates accounting, performance reporting, tax planning, and personal wealth coordination into a single relationship. As an in-house accounting professional dedicated to the Business Family Office™, the Accounting Advisor will manage full-cycle monthly bookkeeping and close for a portfolio of client entities, most with annual revenues of $1 million to $30 million. Day-to-day responsibilities include reconciling bank, credit card, and loan accounts; preparing monthly financial statements and key performance indicator reports for client review meetings; and leading financial restoration engagements for new clients whose records require correction. The Accounting Advisor will collaborate with tax professionals on year-end preparation and ongoing tax planning, and will serve as a primary accounting contact for Business Family Office™ clients, responding to inquiries within one business day. The role also involves maintaining organized financial records and contributing to the standardized onboarding and month-end procedures that will shape the firm's accounting department as it grows.

Qualifications

• Candidates should possess strong Accounting and Financial Statements skills, including preparing, reviewing, and reconciling statements.
• Candidates should possess solid Finance and Financial Reporting skills, with the ability to interpret data for strategic decision-making.
• Candidates should possess advanced Analytical Skills to assess trends, identify risks, and develop actionable recommendations.
• Relevant bachelor’s degree in Accounting, Finance, or a related field; professional certifications (CPA, CMA, or similar) are advantageous, but not required.
• Experience in private wealth, family office, or advisory environments, ideally working with high-net-worth or entrepreneurial clients in oil & gas.
• Proficiency with accounting software and Excel, strong attention to detail, and commitment to confidentiality and ethical standards.
• Effective written and verbal communication skills, with the ability to explain complex financial concepts in accessible language.
• Ability to work both independently and collaboratively in a hybrid setting, managing multiple client priorities and deadlines