Family Office Accounting Specialist

24 hours ago


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

Stronghold Investment Management is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets.

We deliver best-in-class risk-adjusted returns through an investment framework that features rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making.

Job Summary

We are seeking a highly skilled Family Office Staff Accountant to directly support the Family Office Controller of a UHNW single family office.

The ideal candidate will be capable of handling multiple transactions in a fast-paced environment with a focus on process improvement and scalability.

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

We strive to create a workplace that is not only rewarding but also 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.

We value innovation, collaboration, and a commitment to excellence, and we provide our employees with the resources and support they need to succeed.

Benefits
  1. Market-competitive compensation
  2. Fully paid benefits (Medical, Dental and Vision)
  3. Fully Funded HSA (with HDHP)
  4. 401k + Match
  5. Company sponsored LTD, STD, life insurance and AD&D
  6. Generous PTO policy
  7. 15 company recognized holidays
  8. Class A offices in prime locations
  9. Parental Leave
Equal Opportunity Employer

We are an equal opportunity employer. We believe in creating a diverse and inclusive workforce, where individuals of all backgrounds, experiences, and perspectives can thrive.

We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by applicable laws.



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