Business Operations Associate

NHR Holdings; Dallas (TX); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, vision insurance

Life insurance

Paid time off

Job summary

NHR Holdings, a Dallas-based single-family office, seeks a Business Operations Associate to support accounting, tax coordination, legal/entity administration, treasury, and investment operations. This role spans multiple entities and requires precision, discretion, and proactive execution across workflows.

The candidate will work closely with the CFO, manage cross-functional processes, and help build scalable internal systems and controls in a fast-paced entrepreneurial environment.

Qualifications

• Bachelor’s degree required.
• 4–7 years of experience in accounting operations, finance operations, legal operations, fund administration, or similar.
• Proficiency with Excel and comfort working across multiple systems, portals, and reporting tools.

Responsibilities

• Manage invoice processing, intake, review, and routing for approval.
• Support month-end and quarter-end close with bookkeepers and reconciliations.
• Coordinate intercompany transactions, reimbursements, and expense reporting workflows.

Skills

Attention to detail

Discretion

Organizational skills

Communication

Education

Bachelor’s degree

Tools

Excel

Job description

Summary

NHR Holdings is a single-family office based in Dallas, Texas. We manage a diverse set of operating companies, investment vehicles, trusts, and real estate holdings. We are seeking an exceptional Business Operations Associate to support core execution functions across accounting operations, tax coordination, legal and entity administration, treasury activities, investment administration, and coordination with external advisors.

This role is central to ensuring accuracy, continuity, and follow-through across multi-entity workflows while contributing to the ongoing build-out and refinement of internal systems, processes, and infrastructure. The work spans multiple business domains and requires comfort operating across a broad set of responsibilities.

The ideal candidate is a mature, execution-oriented professional who thrives in entrepreneurial environments, exercises sound judgment, and can manage a high volume of diverse operational activities with precision and urgency. Resourcefulness, rigor, dependability, and absolute discretion are paramount.

Responsibilities

Accounting Operations Support

• Manage invoice processing, including intake, review, and routing for approval
• Coordinate with bookkeepers to support month-end and quarter-end close activities, including review, follow-up, and reconciliation of accounts and related items
• Support intercompany transactions, reimbursements, and expense reporting workflows
• Maintain accurate and complete accounting records across entities
• Reconcile bank and vendor statements; monitor recurring payments and subscriptions
• Track accounting-related deadlines, checklists, and deliverables to ensure timely and complete execution across entities

Banking & Treasury Support

• Prepare wires and ACH transfers for approval
• Retrieve, organize, and maintain bank statements and reports to support ongoing monitoring and reconciliation
• Monitor and reconcile credit card activity; manage month-end balances
• Coordinate with bankers on information requests and account activity inquiries

Tax Coordination & Compliance Support

• Collect and organize year-end tax materials, including K-1s, 1099s, and property tax notices
• Maintain calendars for tax and regulatory filings; coordinate responses to tax firm requests
• Upload financials, schedules, and supporting documents to tax firm portals
• Coordinate with property tax firms on statements, appeals, and related documentation

Legal, Entity Administration & Document Execution

• Liaise with law firms on entity maintenance and routine legal matters
• Coordinate review, execution, and tracking of standard contracts and agreements; manage contract logs
• Coordinate document execution for the CFO and Principal
• Prepare and file annual reports across multiple entities and jurisdictions; coordinate with registered agents
• Maintain corporate records and compliance documentation

Vendor & Advisor Coordination

• Coordinate with attorneys, CPAs, bankers, insurance brokers, payroll and benefits partners, and other advisors
• Track service agreements, renewal dates, deliverables, and key documentation
• Maintain organized service provider directories and points of contact

Insurance Administration

• Track policy renewal dates and maintain organized insurance documentation
• Gather underwriting information and coordinate preparation of insurance applications
• Coordinate with brokers on endorsements, certificates, and policy updates

Investment Operations Support

• Retrieve investment statements and incorporate reported data into internal performance tracking tools to support ongoing monitoring of investment performance
• Coordinate with fund managers to collect due diligence and reporting materials, as needed

Document, Information Management & Reporting

• Ensure reliable, accurate, and confidential document repositories are maintained across financial, tax, legal, and operational domains
• Maintain internal dashboards, trackers, and reference schedules; extract data from external portals and prepare summaries for the CFO

Candidate Profile

Attributes

• Exceptional attention to detail and commitment to accuracy
• Absolute discretion with confidential and sensitive information
• High initiative and ability to independently assess, prioritize, and execute work with limited direction
• Highly organized with strong follow-through, able to operate effectively while building and refining processes
• Comfort operating in an entrepreneurial environment with evolving priorities and opportunities to help shape and improve processes
• Strong financial literacy and comfort applying accounting fundamentals to support day-to-day business operations
• Clear and concise communicator, comfortable following up across stakeholders to drive completion

Experience & Skills

• 4–7 years of experience in accounting operations, finance operations, legal operations, fund administration, or a similarly rigorous execution-oriented environment
• Bachelor’s degree
• Proficiency with Excel and comfort working across multiple systems, portals, and reporting tools

Location & Structure

• Work location: Irving, Texas (in-office)
• Reports directly to the CFO

Compensation & Benefits

• Base salary: $110,000–$125,000
• Bonus: Performance-based, discretionary
• Benefits: 401(k) match; medical, dental, vision; basic and voluntary life insurance; paid time off