Senior Family Office CPA - Lead Client Accounting & Strategy

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

Benefits offered by this job

Competitive salary

Work-life harmony

Insurance (health/dental/vision)

401(k) match

Flexible time off

CPE reimbursement

Team culture

Job summary

LJB CPA in Dallas is seeking a Family Office CAS Senior to partner with clients, overseeing day-to-day accounting operations and providing deeper financial insight and leadership. You’ll help shape financial strategy, ensure accuracy across client accounts, and mentor junior accountants.

Join a collaborative, client-focused team offering competitive salary, excellent benefits, and opportunities for professional growth in a firm committed to long-term success.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 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.
• Self‑starter who thrives in a collaborative, client‑focused environment.
• Proven ability to mentor and motivate other team members.

Responsibilities

• Lead month-end and year-end closes for multiple clients with limited oversight.
• Review and reconcile complex accounts and bank statements.
• Oversee full-cycle AP and AR; mentor junior staff.
• 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

Month-end close

Year-end close

Financial analysis

GAAP knowledge

Client communication

Mentorship

Education

Bachelor’s degree in Accounting/Finance

Job description

LJB CPA in Dallas is seeking a Family Office CAS Senior to partner with clients, overseeing day-to-day accounting operations and providing deeper financial insight and leadership. You’ll help shape financial strategy, ensure accuracy across client accounts, and mentor junior accountants.

Join a collaborative, client-focused team offering competitive salary, excellent benefits, and opportunities for professional growth in a firm committed to long-term success.