Senior Associate/Accountant (Family Office)

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

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

This Jobot Job is hosted by: John Armel
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $100,000 - $120,000 per year


A bit about us:

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.


Why join us?

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


Job Details

Key Responsibilities
Accounting & Financial Operations

• 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.
  

Financial Reporting

• 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 workpapers to support audits and internal reviews.
  

Tax Compliance Support

• 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.
  

AI & Finance Transformation

• 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.
  

General Family Office Support

• 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.
  

Qualifications

• 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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and Jobot?
Click our Jobot logo and follow our LinkedIn page!