Staff Accountant

Staff Accountant | Family Office Environment

Location: Dallas, TX - 100% onsite

Role Overview

This position supports a family office that owns and manages entities across a broad range of industries, including restaurants, commercial & rental properties, hotels and investments. The Staff Accountant will play a key role in maintaining accurate financial records, supporting monthly closing processes, and ensuring reliable reporting across multiple legal entities. The ideal candidate is detail-oriented, hands-on, and comfortable working in a multi-entity, high‑discretion environment that differs from a traditional corporate accounting structure.

Key Responsibilities

General Accounting & Close Support

• Maintain general ledger accounting for multiple entities, including operating companies, investments, and related ownership structures.
• Prepare journal entries, accruals, and supporting schedules.
• Assist with month-end, quarter-end, and year-end close processes.
• Perform balance sheet and income statement reconciliations; research and resolve discrepancies.
• Maintain supporting documentation for financial records in accordance with family office guidelines.

Financial Reporting Support

• Assist with preparation of monthly and quarterly financial statements.
• Support variance analysis and basic financial reporting for management.
• Compile schedules and workpapers for audits, tax filings, and external accountants.
• Help maintain consistency in reporting across multiple entities and asset classes.

Multi-Entity & Intercompany Accounting

• Assist with accounting for a diversified group of entities across various industries.
• Track and reconcile intercompany transactions.
• Support equity activity, capital contributions, and distributions.
• Assist with cash flow tracking and entity-level reporting.

Accounts Payable, Receivable & Cash Management

• Review and/or process accounts payable and ensure accuracy and proper approval.
• Assist with accounts receivable tracking and collections.
• Reconcile bank and point of sale credit card accounts.
• Support cash management and balance tracking across multiple entities.

Collaboration & Process Support

• Work closely with Family & Controller to support ongoing accounting operations.
• Assist with process improvements, documentation, and software enhancements & upgrades.
• Maintain confidentiality of sensitive financial and family information.
• Provide ad hoc accounting and reporting support as needed.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or related field
• 3 years of accounting experience; experience in private companies, family offices, professional services, or multi-entity environments preferred
• Solid understanding of general ledger accounting and basic financial reporting
• Experience working with multiple legal entities and intercompany activity is a plus
• CPA eligibility or progress toward CPA is a plus but not required
• Advanced Microsoft Excel skills
• Experience in QuickBooks Enterprise or another ERP system required

Key Competencies

• Strong attention to detail and accuracy
• Ability to manage multiple priorities and meet deadlines
• Solid analytical and problem-solving skills
• Professional communication skills and ability to work collaboratively
• High level of discretion, integrity, and accountability
• Comfort working in a dynamic, entrepreneurial & family office environment