Location: Dallas, TX (Onsite) | Type: Full time | Salary: $100,000 +

The Senior Accountant / Controller, Family Office, makes the complexity of multi-asset, multi-individual family ownership, and wealth management comprehensible through thoughtfully designed and impeccably executed accounting, reporting, tax, estate, philanthropic and personal financial planning services.

Key Responsibilities:

• Design, develop, and maintain critical accounting, performance reporting and benchmarking tools to enable the owners to intelligently manage the following assets:
• Commodore Fund LLC, a diversified external investment portfolio
• OC Properties, a directly owned income-producing real estate portfolio
• Trust/Estate planning entities, including corporate records administration
• Enable the CEO and Ownership Group to master the complexity of their assets through summarization, overview reporting and compilation of periodic communication packets
• Collect and organize financial reports related to underlying assets and investments as theyre released and create a universal reporting resource for interested parties on a monthly, quarterly or annual rhythm as needed, converting raw reporting formats into those more useful for the end-user
• Work with outside tax accountants and family office investment managers to gather records necessary for on-time tax filing and develop a filing system for these records in between tax seasons
• Save management and ownership time by serving as the central coordinator of information requests and document preparation from authorized third-parties during transactions, entity formation and other financial, tax or estate planning events
• Define and document accounting and bookkeeping policies and record-keeping procedures for historical reference and emergency operational continuity
• Operate with a high degree of autonomy and proactively create needed structure, process and safeguards as you go based upon your insights
• Identify opportunities to automate data-entry and other repetitive processes to economize on time and reduce entry-related mistakes
• Build and maintain quarterly personal balance sheets and other financial statements for individual owners
• Facilitate estate planning strategy as requested with outside specialists
• Support direct investment activity with accounting, reporting, formation documentation and due diligence as required
• Guide the administration and operations of the familys philanthropic foundation as requested
• Coordinate, counsel, and secure special personal finance (ie, mortgages on personal properties, etc.)
• In all things, at all times, be of service to the family ownership group in their personal affairs

Position Requirements:

• Bachelors degree or higher in accounting or related field
• 5+ years proven accounting experience
• Professional experience in commercial real estate is a plus
• Professional accounting certification or CPA is a plus
• Prior experience working for or with a Family office highly valued

The ideal candidate will possess the following characteristics and competencies:

• High proficiency with Excel and other Microsoft suite products
• Experience in building forecasting and other investment models
• Detail oriented, self-motivated, proactive, discreet, and trustworthy
• Team player attitude, with the ability to work well with others
• Strong communication skills
• Strong organizational skills, detail oriented
• Ability to resolve issues; problem solve on a proactive basis

Please apply online or send your resume to jade.atwood@normreeves.com