Senior Family Office Controller | Cash Flow, Tax & Operations Lead
$140k - $150kLHH
A financial management firm is seeking a Family Office Controller in Dallas, TX, to oversee all financial operations within a multi-generational family office. This role requires at least 10 years of accounting experience and a strong understanding of GAAP and tax compliance. The position offers a salary range of $140K–$150K plus bonuses and is focused on maintaining operational efficiency and managing staff. Interested applicants should contact Rami Muhanna at the provided email. #J-18808-Ljbffr LHH
- ...Recruitment Solutions is seeking a Family Office Controller for a multi-generational family office... ...all financial, accounting, tax, and operational aspects of the office to ensure smooth... ...calculations for family members. Forecast cash flow, maintain banking relationships,...Work at officeCashTax
- ...organized Staff Accountant to support the Owner’s financial operations within the family office. This role focuses on maintaining ground-level books and... ..., oversee bill payments, track expenses, monitor cash flow, and prepare monthly financial packets for review. #J-1...Work at officeCash
- Senior Accountant, Family office (great work-life balance), 95K-98K+Bonus 2 days ago Be... ...will report directly to the Controller and works closely with... ...accounting, financial and tax reporting, including timely... ...annual budgets Assist in cash management activities, including...Work at officeCashSeniorTax
- ...one of the worlds top tax firms. Enjoy a... ...seeking a Tax Manager / Senior Manager, Family Office to join our Business... ...offices on strategic, operational, and financial mattersDirect... ...-worth individual, flow-through entity and... ...that listExperience leading multiple engagements...Work at officeSeniorTaxLocal area
- ...Vice President, in Dallas to lead advanced planning capabilities for UHNW clients and family offices. You will partner with Private... ...analyses of net worth, liquidity, cash flow, and transfer goals, guiding... ...deep financial modeling, tax-aware wealth transfer planning...Work at officeCashTax
- ...working with a growing family office that is seeking a... ...the overall financial operations. This is an excellent... ...income statements, and cash flow statements. Monitor and... ...coordination of fund audits and tax compliance. Prepare... ...our website at Seniority level Associate...Work at officeCashTaxFull time
- ...is in need of a Controller. This is a direct... ...disciplined investing, operational excellence, and... ...forecasting, and cash flow reporting as... ...banks, auditors, tax advisors, compliance... ...providers Lead preparation and coordination... ...management, family office, hedge fund, or related...Work at officeCashTaxLive inRemote workVisa sponsorship
$200.95k - $401.89k
...impactful work lead to the same... ...The Global Controller leads the... ...accounting operations and is... ...more than 40 offices globally.Reporting... ..., treasury/cash management,... ...of cash flows, ensuring... ...or senior equivalent... ...InsurancePre-tax Commuting Benefits... ..., age, familial status, domestic...Work at officeCashTaxFull timeTemporary workLocal areaRemote workWorldwide- ...Staff Accountant to support financial operations of the family office. This role is central to the seamless... ...receipts and documentation Monitor cash flow to ensure adequate liquidity for upcoming... ...facilitate high-level forecasting, tax planning, and investment reporting....Work at officeCashTax
$125k - $175k
...The Regional Controller will be responsible... ...financial and operating performance of... ...as needed Lead financial integration... ...Corporate Office when necessary for cash collections,... ..., and tax filing requirements... ...forecasts, cash flow projections and... ...of a family. We collaborate...Work at officeCashTaxFull timeRemote workRelocationFlexible hours$133.5k - $165.25k
...Family Office Relationship Manager At Armanino... ...primary relationship lead for complex, multi... ...bill pay, cash management, financial... ...statements, and cash flow reports for accuracy... ...advisors (tax, legal, investment... ...adoption, and drive operational improvements. Maintain...Work at officeCashTaxContract workLocal areaFlexible hours- ...Overview Senior Tax Accountant We are a CPA firm in Richardson seeking... ...returns for clients. We offer a family-friendly work environment with... ...entries, including accrual to cash entries Maintaining... ...required Experience with Microsoft Office required Experience with QuickBooks...Work at officeCashSeniorTaxFlexible hours
- A leading financial services firm in Dallas is seeking a client professional to join its financial planning advisory team. This role involves executing tax planning, cash flow analysis, and coordinating philanthropic giving for high-net-worth clients. The ideal candidate...CashSeniorTax
- ...Impact Goldman Sachs Family Office (GSFO) is in search of a Vice President to lead an innovative private... ...background in accounting and tax advisory, who has a... ...UHNW client financial operations, including end‑to‑end... ...reports, statements, cash flow analyses, budgeting, and...Work at officeCashTaxFull timeTemporary workPart time
$140k - $150k
My client is a family owned General Contractor based... ...Dallas, with stunning offices, 25 employees and annual... ...revenue of approx $40m. The Controller is the heartbeat of the... ...P&L, balance sheet, cash flow and WIP Forecast cash... ...for insurance, bonds, tax and benefit Run AP and...Work at officeCashTaxFor contractorsFor subcontractor- Storgate is seeking a Senior Tax Advisor to join our family office platform. This Dallas-based role will work closely... ...families, family offices, and operating businesses across tax planning and... ...of asset allocation decisions and cash-flow planning Monitor changes in federal...Work at officeCashSeniorTax
- A financial advisory firm based in Dallas is seeking a Senior Tax Advisor to support ultra-high-net-worth families and businesses. This role involves advising on tax matters, collaborating with internal and external teams, and ensuring compliance with federal and state...Work at officeSeniorTax
$123 per hour
...But this isn’t your average doctor’s office. We’re on a mission to transform healthcare... ...outcomes. Board Certification in Family Medicine or MedPeds. One Medical... ..., Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued...Work at officeCashTaxHourly payDaily paidTemporary workLocumCasual workLocal area- ...Vice President to lead the rollout, execution... ...UHNW clients and family office relationships.... ...individual will serve as a senior planning... ...liquidity needs, cash-flow outlook, wealth-transfer... ...which may include tax and estate... ...investment income, operating business distributions...Work at officeCashTaxFull time
$100k - $125k
...multi‑national operation—we are... ...for a hands‑on Controller who can help... ...Accounting Lead and manage all... ...budgets, and cash flow models. Controls... ...organization. Support tax filings,... ...in the Plano office.... ...grow into a senior leadership role... ...marital and family status, disability...Work at officeCashTaxLocal area- ...7 Job Description Senior Controller - Family Office Our client, a single... ...Senior Controller to lead the accounting,... ...reporting, and financial operations for a sophisticated investment... ...accounting, cash management, and internal... ...leadership, tax advisors, legal counsel...Work at officeCashTaxInterim role
- ...IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to lead an innovative private... ...background in accounting and tax advisory, who has a... ...team, drive operational excellence, and ensure... ...reports, statements, cash flow analyses, budgeting, and...Work at officeCashTax
- ...units of Multi‑Family. OSITION SUMMARY The Senior Commercial Portfolio... ...assets — office, industrial, and... ...reconciling CAM and operating expense recoveries... ...ledger, and cash flow — for ownership... ...year‑end audits, tax return preparation... ...accounting processes and controls as the...Work at officeCashSeniorTax
- ...Dallas, Texas, seeks a Controller to oversee... ...reporting, budgeting, cash management, and... ...multiple entities and offices. The ideal... ...has 10+ years of senior accounting experience... ...Responsibilities include leading the accounting... ...firms for audits and tax returns. #J-18808...CashSeniorTax
$90k - $95k
...are looking to fill a Senior Accountant position with a high net worth family office in Dallas. This company... ...report directly to the Controller and works closely with... ...accounting, financial and tax reporting, including... ...budgets · Assist in cash management activities,...Work at officeCashSeniorTaxTemporary workLocal area- ...Management, Goldman Sachs Family Office, Private Client... ...and Payment Services Lead, Vice President - Dallas... ...background in accounting and tax advisory, who has a... ...team, drive operational excellence, and ensure... ...reports, statements, cash flow analyses, budgeting, and...Work at officeCashTaxFull timeTemporary workPart time
- ...construction, and operations to deliver... ..., and 17 offices, including... ...you and your family the support... ...access to market leading medical and... ...insurance, tax deferred... ...level. The Senior Planner supports... ...and cash flow Gather... ...assurance and control on assigned...Work at officeCashSeniorTaxContract workTemporary workFor contractors
- A single family office in Dallas seeks an experienced Family Office Senior Accountant to join a small, high-performing... ...of multi-entity operations, family office... ...compliance, internal controls, and company policy adherence... ...reporting, audit, and tax filing experience. Budgeting...Work at officeSeniorTaxLocal area
- ...The Role As a Senior Investment Associate... ...Investment Officer, while also working... ...a deal work.” Lead a deal from... ...analyses, real estate tax forecasts, and... ...stakeholders. Operations & Asset Management Monitor cash flow, distributions,... ...coverage. Family Planning Benefits...Work at officeCashSeniorTaxLocal areaRemote workWork from home
- ...quality of life for individuals, families, and senior citizens in affordable housing... .... Fiscally responsibly use tax-exempt certificate and number. Monitor monthly petty cash while replenishing consumable goods, supplies, paper, office supplies, and basic cleaning supplies...Work at officeCashSeniorTaxHourly payPart timeLocal areaMonday to FridayFlexible hours
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