Family Office Accountant

Family Office Accountant Location Dallas, TX (Oak Lawn area) :

We are a private family office managing a portfolio that includes real estate holdings, a private jet lease, and other privately held entities. We're seeking an experienced Accountant or Bookkeeper to take ownership of financial operations across these assets. The ideal candidate is not only technically strong, but also grounded in integrity, loyalty, and sound judgment.

This is a high-trust role where consistency, confidentiality, and ethical decision-making are essential. You'll manage sensitive information across a variety of holdings and provide the financial clarity that keeps our operations running smoothly and responsibly.

Responsibilities

Real Estate Financial Oversight

• Maintain accurate financial records for a 13-property real estate portfolio
• Track rental income, reconcile tenant ledgers, and manage mortgage schedules
• Ensure proper accounting of depreciation and asset value over time

General Accounting Leadership

• Oversee bookkeeping, reconciliations, and month-end close
• Prepare financial statements and work with external CPAs and advisors
• Provide clean, reliable reporting that supports compliance and planning

Aviation Lease Management

• Track lease payments, usage logs, and maintenance-related costs
• Maintain detailed records and documentation for all aviation expenses
• Use Excel to analyze trends, support budgeting, and monitor financial health

Cross-Entity Administrative Support

• Assist with payroll, budgeting, and vendor payments
• Liaise with service providers and financial institutions
• Maintain strict confidentiality across all duties and correspondence

Ideal Candidate

• Bachelor's in Accounting, Finance, or a related field
• 3-5+ years of accounting or bookkeeping experience
• Familiarity with real estate, asset management, or multi-entity environments
• Advanced Excel skills (pivot tables, formulas, macros)
• Experience with platforms like QuickBooks, Xero, or similar
• Highly organized, detail-oriented, and independent
• Brings a strong ethical foundation and loyalty to the work, someone trusted to act responsibly with sensitive information and long-term responsibilities

This role is best suited for someone who thrives on structure, consistency, and doing things the right way. A dependable presence behind the scenes, with both the discretion and work ethic that inspire confidence over time.

Compensation & Benefits

• $90,000-$120,000/year, based on experience
• Comprehensive health insurance
• Paid time off (PTO)
• Professional development opportunities

How to Apply

Submit your resume directly on Indeed. We're seeking someone with the skill, discipline, and trustworthiness to lead with quiet confidence in a critical accounting role.

Job Type: Full-time

Pay: $90,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Education:

• Bachelor's (Required)

Experience:

• Accounting/Bookkeeping: 3 years (Required)

Ability to Commute:

• Dallas, TX 75219 (Required)

Work Location: In person