Senior Accountant: AI-Driven Family Office Transformation

Jobot; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Job summary

A Dallas-based family office is seeking a sharp Senior Accountant/Senior Associate to modernize its operations through automation and AI. Ideal candidates will have a bachelor’s degree in Accounting or Finance and 2–4 years of relevant experience. Responsibilities include managing financial operations and reporting, compliance support, and leveraging AI for process improvements. The role demands attention to detail and strong organizational skills in a fast-paced, collaborative environment.

Qualifications

• 2–4 years of relevant experience in public or private accounting.
• Strong understanding of multi-entity accounting.
• High attention to detail with strong organizational skills.

Responsibilities

• Manage full-cycle accounts payable and receivable.
• Prepare monthly, quarterly, and annual financial statements.
• Identify opportunities to automate processes using AI.

Skills

Accounting and Financial Operations

Tax Compliance Support

AI Tools and Automation

GAAP Knowledge

ERP Systems

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or progress toward CPA

Tools

AI-enabled tools

ERP systems

Job description

A Dallas-based family office is seeking a sharp Senior Accountant/Senior Associate to modernize its operations through automation and AI. Ideal candidates will have a bachelor’s degree in Accounting or Finance and 2–4 years of relevant experience. Responsibilities include managing financial operations and reporting, compliance support, and leveraging AI for process improvements. The role demands attention to detail and strong organizational skills in a fast-paced, collaborative environment.