Senior Associate/Accountant (Family Office)

Help Modernize a Dallas-based Family Office Through Automation & AIThis Jobot Job is hosted by: John ArmelAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $100,000 - $120,000 per yearA 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 & AIJob DetailsKey ResponsibilitiesAccounting & 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 "Apply Now" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy