Senior Accountant, Family Office (Hybrid)

Senior Accountant, Family Office (Hybrid)

We are looking to fill a Senior Accountant position with a high net worth family office in Dallas. This company offers great work/life balance, great benefits, and the opportunity to build a high-profile network through exposure to wealthy investors. This role will report directly to the Controller and works closely with different departments.

This company offers a hybrid work schedule and pays 90K-95K+bonus potential.

Unique Attributes:

• Great opportunity to work in a family-oriented environment – very supportive of work/life balance
• High level of exposure to wealthy families – opportunity to build a high-profile network
• Great benefits – 100% of employee medical, dental and vision paid for (80% for families); 401K match; scaling PTO
• Potential for this role to be groomed into an Accounting Manager within a short period
• Entrepreneurial environment with lots of ability to make an impact

Primary Responsibilities:

• Maintain accounting, financial and tax reporting, including timely preparation, review and approval of accounts payable, bank reconciliations, financial statements, liquidity forecasts and annual budgets
• Assist in cash management activities, including monitoring cash balances, managing bill payments, developing cash forecasts, coordinating wire transfers with financial institutions, and managing reporting requirements
• Interface with service providers on day-to-day transactions, including financial management, banking and lending, risk management and insurance, employee benefits and payroll, tax preparation, among others
• Communicate with internal and external stakeholders to ensure their needs are met
• Ad hoc projects as assigned

Requirements:

• Bachelor's degree in Accounting or Finance required
• CPA is a plus
• 3-5 years of experience in the general ledger and financial reporting area required
• Family office experience working with individual family member's accounting needs preferred and public accounting is a big plus.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.