Senior Associate​/Accountant; Family Office

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Help Modernize a Dallas-based Family Office Through Automation & AI

Job is hosted by:
John Armel. Apply by clicking the "Easy Apply" button and submitting your resume. Salary: $100,000 - $120,000 per year.

Our Dallas‑based family office client is looking for a sharp, tech‑forward Senior Accountant / Senior Associate who’s ready to do more than close the books. This role is ideal for someone who loves accounting but is equally energized by building smarter systems, streamlining workflows, and using automation and AI to transform how a family office operates.

If you’re the kind of person who sees a manual process and immediately thinks, “There has to be a better way,” you’ll thrive here.

Help Modernize a Dallas-based Family Office Through Automation & AI

• Manage full‑cycle accounts payable and accounts receivable across multiple entities.
• Maintain general ledgers, prepare journal entries, and ensure accurate month‑end and year‑end close.
• Reconcile bank accounts, investment accounts, credit cards, and intercompany activity.
• Support cash flow tracking, liquidity planning, and treasury operations.

• Prepare monthly, quarterly, and annual financial statements for multiple entities, including trusts, partnerships, and operating companies.
• Assist in consolidations and preparation of management reporting packages.
• Maintain documentation, schedules, and work papers to support audits and internal reviews.

• Coordinate with external tax advisors on federal, state, and local filings.
• Prepare and maintain tax schedules, K‑1 support, depreciation schedules, and entity‑level documentation.
• Track tax deadlines, estimated payments, and compliance requirements across entities.

• Identify opportunities to automate manual processes using AI‑enabled tools and workflow automation platforms.
• Implement and maintain AI‑driven solutions for invoice processing, data extraction, reconciliations, and reporting.
• Partner with leadership to modernize the finance tech stack and improve data visibility.
• Develop SOPs and best practices for new tools and processes.

• Assist with investment tracking, capital calls, distributions, and performance reporting.
• Support real estate and operating company accounting as needed.
• Handle ad‑hoc projects with professionalism, discretion, and a service‑oriented mindset.

• Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.
• 2–4 years of relevant experience (public accounting, private accounting, or family office experience ideal).
• Strong understanding of GAAP and multi‑entity accounting.
• Experience with ERP systems.
• Demonstrated interest or experience in AI tools, automation, or finance transformation initiatives.
• High attention to detail, strong organizational skills, and the ability to manage competing priorities.
• Exceptional discretion and integrity when handling confidential information.
• Comfortable working in a small, fast‑moving, highly collaborative environment.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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