Family Office Controller

Job Description

Job Description We are looking for a highly discreet and detail-focused Family Office Controller to oversee personal and entity-level financial operations in Dallas, Texas. This position plays a key role in keeping day-to-day accounting accurate, organized, and responsive while supporting informed decision-making for the principal and trusted advisors. The successful candidate will be comfortable operating in a private, service-oriented environment where precision, sound judgment, and collaboration are essential.

Responsibilities:
• Direct accounting activities across personal accounts and related entities, including payables, receivables, reconciliations, and ledger accuracy.
• Administer recurring and non-routine payments for household and business-related obligations, ensuring deadlines and documentation standards are consistently met.
• Review and classify frequent personal, household, and travel expenditures in coordination with support staff to confirm receipts and backup records are complete.
• Track liquidity needs and upcoming commitments to help maintain appropriate cash availability for near-term personal and business expenses.
• Compile accurate monthly financial information for internal stakeholders and outside advisors to support planning, reporting, and tax coordination.
• Convert detailed accounting records into concise updates and easy-to-understand summaries for the principal and cross-functional partners.
• Prepare monthly reporting packages that highlight actual spending, budget alignment, and notable variances requiring attention.
• Maintain organized financial files and supporting documentation to enable efficient year-end tax preparation and interactions with external professionals.
• Support administration of insurance renewals, property tax obligations, and other compliance-related financial matters.• At least 5 years of accounting experience, including responsibility for full-cycle accounting activities.
• Prior experience in a family office environment or within a firm serving high-net-worth individuals.
• Strong working knowledge of QuickBooks and Excel, with added value placed on familiarity with bill payment and expense management platforms.
• Bachelor’s degree in Accounting, Finance, or a related discipline.
• Demonstrated ability to handle confidential financial information with exceptional discretion and professionalism.
• Proven skill in identifying issues, researching underlying causes, and resolving discrepancies independently.
• Clear communication skills with the ability to explain financial information to non-financial stakeholders.
• High level of accuracy, organization, and adaptability in a fast-moving, detail-sensitive setting.