Senior Accountant – Family Office
A private family office based out of the DFW area is seeking a Senior Accountant to join the finance and accounting team. Working closely with the CEO and CFO, this position will be responsible for providing financial analysis of the operating company financials that will help inform the decisions related to treasury and asset allocation. This is an in-person role and the firm is looking to pay up to $140k all-in and offers an excellent set of benefits.
Responsibilities include but are not limited to:
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Analyzing the general ledger accounts of the various operating companies with a goal of communicating what is occurring and using trend analysis over time to explain why.
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Reviewing expense payment requests against an established set of guidelines, and ensuring timely payments are made.
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Aiding in the implementation and maintenance of an integrated accounting system for the family office.
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Prepare a monthly report summarizing the financial results of the family office operations.
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Aiding in the collection and analysis of files for annual tax return preparation.
Qualifications:
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CPA with 3+ years of experience in real estate or investment management accounting
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Background in public accounting preferred
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Strong Microsoft Office skills, great communication skills
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Impeccable organization of thoughts
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Stellar problem solving abilities
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at [email protected].
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