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Private Family Office Financial Specialist

2 months ago

Dallas, Texas, United States The Ladders Full time
About The Ladders

The Ladders is a premier career platform dedicated to connecting top talent with leading employers. We are committed to providing a technology-driven approach to recruitment, focusing on delivering exceptional results for both candidates and organizations.

Position Overview:

We are currently seeking a skilled Family Office Accountant to join our team. This role will directly support the Family Office Controller in managing the financial operations of a high-net-worth family office. The ideal candidate will excel in a dynamic environment, adeptly handling multiple financial transactions while emphasizing process enhancement and scalability.

Key Responsibilities:
  • Maintain accurate bookkeeping and general ledger for personal entities.
  • Prepare comprehensive monthly, quarterly, and annual financial reports.
  • Oversee bank reconciliations, manage cash flow, and ensure adequate insurance coverage.
  • Handle accounts payable and related documentation efficiently.
  • Drive initiatives for process improvements.
  • Manage the chart of accounts effectively.
  • Ensure compliance with loan covenants.
  • Conduct property and vendor management as needed.
  • Exhibit sound judgment and integrity in all financial dealings.
  • Uphold a high level of confidentiality and discretion.
Qualifications:
  • Bachelor's Degree in Accounting or related field.
  • A minimum of 5 years of experience in family office, hedge fund, private equity, or fund administration.
  • Knowledge of tax filing deadlines and coordination with external tax professionals.
  • Familiarity with co-investment structures and carried interest.
  • Experience with Oil & Gas assets is advantageous.
  • Proficient in managing Private Funds, Hedge Funds, and Real Estate Assets.
  • Strong analytical skills and knowledge of accounting principles.
  • CPA certification is a plus but not mandatory.
  • Expertise in Excel and Word; advanced proficiency in QuickBooks is essential.
  • Detail-oriented, self-driven, and trustworthy individual.
  • Ability to work collaboratively and independently, demonstrating flexibility in various accounting functions.
Why Join The Ladders?

At The Ladders, we prioritize creating a rewarding and satisfying workplace. Our employees are the cornerstone of our success, and we strive to provide an environment that fosters growth and achievement. By joining our team, you will collaborate with talented professionals who are passionate about their work and dedicated to leveraging technology in recruitment. We value innovation, teamwork, and excellence, equipping our employees with the necessary resources and support to thrive in their careers.

Benefits:
  • Competitive salary and performance-based incentives.
  • Comprehensive health benefits (Medical, Dental, and Vision).
  • Fully funded Health Savings Account (HSA).
  • 401(k) plan with employer matching.
  • Company-sponsored life insurance and disability coverage.
  • Generous paid time off policy.
  • Recognized holidays throughout the year.
  • Modern office environment.
  • Parental leave policy.
Equal Opportunity Employer

The Ladders is an equal opportunity employer. We are committed to fostering a diverse and inclusive workforce, where individuals from all backgrounds and experiences can thrive. We provide equal employment opportunities to all employees and applicants 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. We encourage applicants from underrepresented groups to apply and contribute their unique perspectives to our organization.