Dallas-Based Senior Family Office Accountant & Advisor

Ljb CPA; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with firm match

Flexible time off

CPE support / continuing education

Job summary

LJB CPA in Dallas is seeking a Family Office CAS Senior to lead day‑to‑day accounting for multiple clients, delivering insights and strategic financial guidance. You’ll mentor junior accountants and act as a liaison between clients and the firm to support growth and success.

In this in‑office role, you’ll oversee month‑end close, financial reporting, budgeting, and cash flow planning, while guiding clients through complex financial decisions and system enhancements.

Qualifications

• 4–7 years of experience in client accounting services, bookkeeping, or public accounting.
• Solid understanding of GAAP and accounting best practices.
• Detail‑oriented with a client‑first mindset.
• Confident communicator who can translate complex financial data into client‑friendly language.
• Ability to juggle multiple clients with grace and professionalism.

Responsibilities

• Lead the month-end and year-end close processes for multiple clients with limited oversight.
• Review and reconcile complex accounts and bank statements.
• Oversee full‑cycle Accounts Payable (AP) and Accounts Receivable (AR); resolve discrepancies and mentor junior team members.
• Maintain and review general ledgers to ensure integrity and accuracy of financial data.
• Prepare and present detailed financial statements, management reports, and client dashboards.
• Guide clients through budgeting, forecasting, and cash flow planning.
• Identify and recommend process improvements and system enhancements to improve client operations.
• Serve as a strategic resource for clients—providing analysis and meaningful financial insights.
• Support CPA partners in higher‑level services, including financial reviews, audits, and tax planning.
• Mentor and review work of junior staff or bookkeepers as needed.

Skills

GAAP knowledge

Client accounting

Mentoring staff

Strong communicator

Multi-client management

Education

Bachelor's degree in Accounting/Finance

Job description

LJB CPA in Dallas is seeking a Family Office CAS Senior to lead day‑to‑day accounting for multiple clients, delivering insights and strategic financial guidance. You’ll mentor junior accountants and act as a liaison between clients and the firm to support growth and success.

In this in‑office role, you’ll oversee month‑end close, financial reporting, budgeting, and cash flow planning, while guiding clients through complex financial decisions and system enhancements.