Family Office Staff Accountant

2 weeks ago


Dallas, Texas, United States Stronghold Investment Management Full time
About Us

Stronghold Investment Management is a technology-driven investment manager focused on real-assets and related private markets. Our investment framework features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective decision making.

Job Summary

We are seeking a highly skilled Family Office Staff Accountant to support the Family Office Controller of a UHNW single family office. The ideal candidate will have experience handling multiple transactions in a fast-paced environment and a focus on process improvement and scalability.

Responsibilities:
  • Bookkeeping, recordkeeping, and general ledger maintenance for personal entities owned by Managing Partner
  • Preparation of monthly, quarterly, and annual financial statements along with other recurring or ad-hoc reports
  • Facilitate bank reconciliations, manage cash movement, and oversee insurance coverage
  • Manage accounts payable and related documentation
  • Implement process improvements
  • Manage chart of accounts
  • Assistance with property management and vendor management, 1099 preparation for multiple entities
  • Maintain a high degree of confidentiality and discretion
Qualifications:
  • Bachelor's Degree in Accounting
  • Knowledge of accounting principles and strong analytical skills
  • Experience working for a family office is preferred
  • Familiarity with tax filing deadlines and liaising with outside tax preparers
  • Accounting degree is required. CPA is a plus but not required
  • High proficiency with Excel and Word, and expert level experience with QuickBooks is required
  • Detail-oriented, self-motivated, proactive, discreet, and trustworthy
Why Work with Us?

At Stronghold, we strive to create a workplace that is rewarding and satisfying. We believe our employees are the driving force behind our success, and we are committed to providing them with an environment where they can thrive and reach their full potential.

Benefits:
  • Market-competitive compensation
  • Fully paid benefits (Medical, Dental and Vision)
  • Fully Funded HSA (with HDHP)
  • 401k + Match
  • Company sponsored LTD, STD, life insurance and AD&D
  • Generous PTO policy
  • 15 company recognized holidays
  • Class A offices in prime locations
  • Parental Leave

We are an equal opportunity employer and believe in creating a diverse and inclusive workforce. We encourage applicants from underrepresented groups to apply and embrace the unique contributions they can bring to our organization.



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