Senior Accountant

3 weeks ago

Dallas, United States Dagen Personnel LLC Full time

Family Office

Job Title: Senior Accountant

Job Summary:

The Senior Accountant plays a crucial role in maintaining the financial integrity of the family office. This position involves financial analysis, budgeting, reporting, and accounting responsibilities to ensure the accurate and efficient management of the family's wealth. The Accountant will work closely with the Investment Officer and other team members to support the financial operations.

Key Responsibilities: Financial Accounting:

Maintain accurate and up-to-date financial records for all assets, investments, and liabilities.

Prepare monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow statements.

Monitor and record financial transactions, ensuring compliance with accounting principles and regulatory requirements.

Budgeting and Forecasting:

Assist in the development and management of annual budgets and financial forecasts.

Analyze financial data to provide insights and recommendations for improving financial performance and achieving financial goals.

Investment Tracking:

Track the performance of investments and assets, including stocks, bonds, real estate, and private equity holdings.

Prepare investment reports and summaries for the family's review.

Tax Compliance:

Collaborate with external tax advisors to ensure timely and accurate tax filings for the family's investments and income.

Maintain knowledge of tax laws and regulations to minimize tax liabilities while remaining compliant.

Expense Management:

Manage and track expenses related to the family office's operations.

Monitor spending against budgets and provide cost-saving recommendations.

Financial Reporting:

Generate customized financial reports and presentations for the family, summarizing financial performance and investment updates.

Risk Management:

Identify financial risks and develop strategies to mitigate them.

Implement internal controls to safeguard assets and investments.

Ad Hoc Financial Analysis:

Conduct ad hoc financial analysis and special projects as requested by the Chief Financial Officer or the family.

Qualifications:

Bachelor’s degree in accounting, Finance, or a related field (Master's degree or CPA certification is a plus).

Proven experience in financial accounting and analysis, preferably in a family office or wealth management setting.

Strong understanding of accounting principles, financial reporting, and taxation.

Proficiency in financial software and tools (e.g., Excel, QuickBooks, and financial analysis software).

Excellent analytical and problem-solving skills.

Strong attention to detail and accuracy.

Effective communication skills for presenting financial data to family members and stakeholders.

High level of discretion and ability to handle sensitive financial information with confidentiality.

Benefits:

Competitive salary and performance-based discretionary bonuses.

Comprehensive health, dental, and retirement benefits.

Opportunities for professional development and continuing education.

A supportive and collaborative work environment.

Involvement in philanthropic initiatives and giving back to the community.

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