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1740 results for Family Office jobs

Family Office Accounting Manager

Minneapolis, MN
onsite
Permanent
100000.00 - 130000.00 USD / Yearly
We are looking for an experienced Family Office Accounting Manager to lead and oversee the financial administration team in Twin Cities, Minnesota. This role focuses on managing workflows, ensuring timely and accurate client deliverables, and optimizing accounting systems for efficiency and accuracy. The ideal candidate has strong attention to detail, tech savvy, leadership capabilities, and a commitment to delivering exceptional client service. Responsibilities:• Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time.• Coordinate workload planning and prioritization across team members and client assignments.• Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting.• Drive process improvement initiatives to enhance efficiency, quality control, and consistency.• Implement and optimize accounting software to improve workflows, data accuracy, and automation.• Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting.• Prepare and review cash flow reports, financial statements, and budgets for clients and related entities.• Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances.• Review team outputs for accuracy and adherence to established procedures, ensuring quality control.• Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives. If you are intersted in joining this firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.
2026-03-23T16:28:48Z

Sr. Accountant - Family Office

Boston, MA
onsite
Permanent
100000.00 - 112000.00 USD / Yearly
Senior Fund Accountant – Family OfficeOverview:A private family office is seeking a Senior Fund Accountant to support accounting, reporting, tax coordination, and cash management for its pooled investment vehicles (“the Funds”). This role partners closely with internal operations staff and external service providers to ensure accurate, timely financial and investor reporting. Key Responsibilities:-Manage daily accounting activities, including cash review and journal entries.-Lead quarterly close processes, including valuation review, reconciliations, and investor reporting.-Oversee preparation and review of audited financial statements and support annual audit activities.-Coordinate tax compliance with external accounting partners.-Review investment documentation and support general fund administration.-Maintain investor transaction schedules and review materials for capital calls and distributions.-Support all Fund‑related cash flow processing and perform regular cash reconciliations.-Forecast liquidity needs and process stock distributions.-Collaborate with Fund Accountants and treasury staff to streamline workflows.-Leverage technology to improve processes and support new fund launches.-Provide backup support on projects as needed.
2026-03-25T13:38:42Z

Treasury Analyst - Family Office

Boston, MA
onsite
Permanent
65000.00 - 72000.00 USD / Yearly
Treasury Analyst – Family Office PracticeThe Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills. Key Responsibilities:- Execute ACH transfers and wires for client and entity accounts-Support bank and brokerage account openings and related documentation-Maintain banking relationships and evaluate new platforms as needed-Update and verify wire instructions and maintain internal records-Monitor liquidity needs and manage balances across multiple platforms-Assist with capital call and distribution memos-Support Form 1099 preparation-Perform daily/monthly bank and custody reconciliations-Assist with credit facility management (draws, paydowns, documentation)-Follow established internal controls and support audit requests
2026-03-25T13:38:42Z

Tax Manager (Individuals)

Chicago, IL
onsite
Permanent
160000.00 - 165000.00 USD / Yearly
The salary range for this position is $160,000 - $165,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Job DescriptionThe Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers. Key Duties & Responsibilities • Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises. • Review and manage annual Fair Market Value Balance Sheet project. • Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations. • Review tax projections and quarterly estimates. • Identify and research tax issues, consult with internal tax experts. • Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations. • Review insurance policies, claims and schedules for individuals, personal entities and foundations. • Mentor and develop staff accountants within Individual/Foundation Group. • Identify future needs of the family office accounting function and recommend appropriate plans/actions. • Lead and manage special projects, as needed.
2026-03-18T20:13:50Z

Accounting Manager/Supervisor

Miami, FL
onsite
Permanent
150000.00 - 175000.00 USD / Yearly
We are looking for an experienced Accounting Manager to oversee personal and family office accounting operations in Miami, Florida. This role requires someone with strong attention to detail who is skilled in managing multi-entity financial processes, ensuring compliance, and delivering accurate reporting across various domains including investments, real estate, and operating entities. The ideal candidate will bring expertise in accounting systems, financial reporting, and tax compliance, along with strong organizational and analytical skills. Responsibilities: • Manage daily accounting operations for the family office and affiliated entities, including general ledger maintenance and reconciliation. • Oversee monthly, quarterly, and annual financial close processes, preparing schedules and supporting documentation. • Conduct reconciliations for bank accounts, investments, and credit cards to ensure accuracy and resolve discrepancies proactively. • Process accounts payable, payroll, expense reimbursements, and accounts receivable, maintaining proper documentation and coding. • Monitor financial transactions, flagging unusual or high-risk activity for review. • Prepare draft financial statements, cash tracking reports, and liquidity analysis for internal review. • Support tax compliance by organizing documentation, assisting with quarterly estimates, and addressing audit requests. • Apply knowledge of federal and state tax regulations to optimize transaction recording for tax efficiency. • Review legal documents such as operating agreements and partnership agreements to ensure compliance with financial allocations and distributions. • Collaborate with the Head of Finance to enhance accounting workflows and implement system improvements.
2026-04-01T14:18:43Z

Sr. Accountant

Fishkill, NY
onsite
Permanent
100000.00 - 140000.00 USD / Yearly
A Family Office Accountant manages the daily financial affairs, bookkeeping, and reporting for high-net-worth individuals, trusts, and investment entities. Key responsibilities include preparing financial statements, handling accounts payable/receivable, tax compliance, cash flow management, and, crucially, maintaining high confidentiality. The role requires a bachelor’s degree in accounting/finance, 2-5+ years of experience, proficiency in QuickBooks and Excel. If you are a qualified Family Office accountant, please contact me with a resume at joe.ciavardini@roberthalf Key Job Responsibilities<ul><li>Accounting & Bookkeeping: Maintain general ledgers and charts of accounts for multiple entities, including LLCS, trusts, and personal accounts.</li><li>Financial Reporting: Prepare GAAP-compliant financial statements, balance sheets, and income statements.</li><li>Cash Flow & Banking: Monitor cash flow, manage bank reconciliations, and execute wire transfers.</li><li>Tax Compliance: Coordinate with external tax advisors, gather documentation for tax filings, and handle tax payments.</li><li>Accounts Payable/Payroll: Process invoices, expense reports, and household payroll.</li><li>Investment Tracking: Record investment transactions, track capital calls, and reconcile with custodian statements. </li></ul>
2026-03-24T18:38:48Z

Controller

Houston, TX
onsite
Permanent
100000.00 - 150000.00 USD / Yearly
We are seeking a Controller for our team based in Houston, Texas. This role is crucial within our family office accounting environment, with a focus on intercompany accounting, general ledger maintenance, and reconciliations. This role offers an exciting opportunity for individuals who are skilled in account reconciliation and possess a keen eye for detail. Responsibilities:• Oversee and manage the entire general ledger system• Conduct intercompany transactions and reconciliations to ensure all business transactions are accounted for• Maintain accurate and comprehensive financial records• Handle customer inquiries and resolve issues promptly• Monitor customer accounts and take appropriate actions as needed• Implement and uphold accounting policies and procedures to ensure compliance with standards• Coordinate with the team to process customer credit applications efficiently• Regularly review and analyze financial data and prepare financial reports• Collaborate with team members to improve financial processes and systems• Ensure all financial reporting deadlines are met. For immediate consideration, contact Mark, [email protected]
2026-03-20T16:38:44Z

Accountant/AP (Manager) 1 day Remote Coconut Grove

Coconut Grove, FL
onsite
Permanent
95000.00 - 125000.00 USD / Yearly
We are looking for an experienced Accountant (Manager) to handle daily AP, financial operations, and Intercompany Transactions to ensure accurate record-keeping for multiple entities. Salary: $95,000 -$125,000Bonus: Discretionary/TBDBenefits: % Health paid for Employer; generous vacation, paid holidays, 401k, tuition re-imbursement, other perks, free parking, annual reviews. Schedule: M-F, standard business hours; 4 days In-Office & 1 day RemoteLocation: Coconut Grove Company Overview: Family Office with Multiple entities and companies including Real Estate and Properties. The ideal candidate has a hands-on approach managing accounting functions independently, reporting to Corporate and acting as a liaison on financial tasks for Executives. This is an excellent opportunity to continue cultivating skills, in a growing and stable organization that is Generous with a great culture ! Keys to this Role:<ul><li>Bachelor's Degree in Accounting, Finance or Business Administration</li><li>Experience with large volume Multiple entities and Inter-company transactions </li><li>Proven experience managing critical and time sensitive accounting tasks and deadlines</li><li>QuickBooks and Excel spreadsheets and reporting</li><li>Proficiency in English oral and written skills; bilingual in Spanish is a plus but not required</li></ul> Responsibilities:• Manage Accounting tasks in large volume within Multiple entities and Inter-companies.• Process Account payables, including check runs, wire transfers, and issuing payments.• Perform bank, account, and credit card reconciliations across multiple entities.• Monitor and manage multiple bank accounts effectively.• Assist in preparing journal entries and maintaining general ledger accuracy.• Handle payroll duties and maintain accurate records. • Collaborate with executives completing transactional requests.• Maintain misc. reports including intercompany chargebacks, payment schedules, expenses and re-imbursements.• Manage various contracts, agreements and vendor relations.• Gather and analyze financial data and on accounting records providing to corporate office in California.• Communicate regularly with the property manager to gather information for reports. • Utilize QuickBooks and Excel spreadsheets.• Ensure compliance with financial regulations and internal policies.
2026-04-04T02:23:34Z

Sr. Tax Manager

Chicago, IL
onsite
Permanent
180000.00 - 200000.00 USD / Yearly
The salary range for this position is $180,000-$200,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Manager position. Which may seem pretty standard…until you get to the best part: The perks. 1) The pay rates are above what their top competitors pay their employees2) They have higher bonus structures3) There’s work from home flexibility and prioritization for employee work/life balance.4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)5) And more… Job Description:The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. Key Duties & Responsibilities • Will be assigned to multiple clients, with a focus on not-for-profit entities including 501(c)3 private foundations and supporting organizations and 501(c)4 trusts; responsible for all aspects of accounting, tax, legal and financial management and analysis functions for assigned clients.• Manage and review the accounting for assigned clients including reviewing journal entries and general ledger account reconciliations.• Oversee and manage the tax projection and tax return processes for assigned clients including identification and resolution of tax issues in consultation with in-house tax experts and review of tax projections, tax workpapers and tax returns.• Coordinate and provide transaction support to the family and foundation investment organizations, including drafting board packages, reviewing and coordinating execution of transaction documents, and coordinating treasury support upon closing.• Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity.• Coordinate with external advisors in the execution of responsibilities associated with management of assigned clients.• Provide day-to-day business and accounting management to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc.• Mentor, train and manage staff accountants and managers to meet deadlines and prioritize projects/workload.• Identify, develop and oversee the execution of improvements to internal processes.
2026-03-30T19:29:01Z

Controller

San Francisco Bay Area, CA
onsite
Permanent
180000.00 - 250000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy
2026-04-09T22:53:46Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000.00 - 110000.00 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-31T18:08:43Z

Client Service Associate

San Carlos, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonusA growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-04T04:23:46Z

Relationship Manager - 2 Days Onsite

San Carlos, CA
remote
Permanent
80000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T19:33:42Z

Tax Accountant - Corporate

Chicago, IL
onsite
Permanent
90000.00 - 95000.00 USD / Yearly
The salary range for this position is $90,000 - $95,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Overview The Tax Group provides accounting, tax, financial management, legal and transaction support services to numerous individuals, trusts and entities holding proprietary, private equity and venture capital investments across a wide variety of industries, including manufacturing, logistics, insurance, life sciences, hospitality, healthcare and services, among others. The Senior Accountant position reports to the Managers in the Tax Group and provides a unique opportunity to develop and grow as a tax professional in a nurturing environment. Key Duties & Responsibilities • Prepares and reviews federal and state tax filings for partnerships, corporations, and individuals • Provides the first-level review of workpapers with the opportunity to consider and identify key tax issues that have not been identified by other teams • Performs research and analysis of critical tax issues and summarizes findings for the Tax Group • Utilizes technical expertise gained through tax research and analysis to recommend tax treatment for tax issues that arise during discussions with the Tax Group and other teams • Prepares and reviews foreign filings (Forms 5471, 8865, 926, FBAR), tracks foreign filings, and documents analysis to support positions taken for foreign filings • Interacts with portfolio companies to assist with tax planning, structuring and administration. • Collaborates with other groups and develops relationships that are crucial to the success of the company's tax compliance season each year • Educates other teams through trainings as new tax reform topics and other tax issues become relevant • Collaborates with the IT team to produce and implement new technology and procedures that will increase efficiency in the tax return preparation process • Reviews notice response packages to send to various taxing authorities and assists with any federal, state and local tax audits
2026-04-02T13:53:42Z

Staff Accountant

Melville, NY
onsite
Permanent
70000.00 - 95000.00 USD / Yearly
We are looking for a dedicated Staff Accountant to join our team. In this role, you will handle a variety of financial and accounting tasks to support high net-worth clients. This position offers an opportunity to work in a dynamic environment while contributing to key financial operations. Responsibilities:• Manage and oversee accounting tasks to accurately report on the financial status of ultra-high net-worth clients.• Handle accounts payable functions, including vendor coordination, invoice processing, and wire preparation for approval.• Develop and maintain cash flow plans, budgets, and forecasts for clients.• Generate timely and precise financial reports and analyses.• Conduct ad-hoc financial analyses and manage special projects as needed.• Administer payroll processes for client households.• Build and nurture collaborative relationships with internal service team members.• Ensure compliance with accounting standards and maintain high levels of confidentialit
2026-03-25T18:33:45Z

Sr. Accountant

Melville, NY
onsite
Permanent
85000.00 - 115000.00 USD / Yearly
We are looking for a highly skilled and detail-oriented Senior Accountant to join our team. In this role, you will manage financial reporting and accounting functions for high-net-worth clients, ensuring accuracy and compliance. The ideal candidate is proactive, possesses strong attention to detail, has expertise in QuickBooks, and is committed to delivering exceptional client service. Responsibilities:• Manage and execute all accounting tasks to accurately report the financial position of select high-net-worth clients.• Oversee the bill payment process, ensuring timely and accurate transactions.• Handle accounts payable operations, including vendor management, invoice review, and preparing wire transfers for approval.• Develop and maintain cash flow plans, including budgeting and forecasting, tailored to clients' financial needs.• Prepare and meticulously review financial reports and analyses to ensure accuracy and timeliness.• Conduct ad hoc financial analyses and complete special projects as required.• Administer household payroll for clients, ensuring compliance and accuracy.• Train and supervise entry-level staff to uphold high standards in maintaining financial records.• Foster strong working relationships with internal service teams to streamline operations and communication.
2026-03-25T18:38:40Z

Controller

Las Vegas, NV
onsite
Permanent
100000.00 - 150000.00 USD / Yearly
We are looking for a detail-oriented Controller to oversee the financial operations of a high-net-worth family's real estate portfolio and personal entities in Las Vegas, Nevada. This position offers an exciting opportunity to manage accounting processes, financial reporting, and compliance for investments spanning commercial real estate, including industrial, retail, multifamily properties, and vacant land. The ideal candidate will thrive in a dynamic environment, demonstrating exceptional organizational and analytical skills. Responsibilities: • Manage property-level accounting, including general ledger maintenance, accounts payable/receivable, and tenant reconciliations. • Prepare accurate monthly financial statements and oversee both month-end and year-end closing processes. • Monitor cash flow across multiple accounts, handle capital calls, and ensure timely funding for investments. • Collaborate with external tax professionals to coordinate tax compliance, including income tax planning and filing. • Establish and enforce internal controls and accounting policies to safeguard assets and ensure operational efficiency. • Develop annual budgets and ongoing forecasts for investment properties and personal expenses. • Conduct variance analyses to identify discrepancies and optimize financial performance. • Oversee rent rolls and ensure accurate reporting of property-level financial data. • Facilitate audits and ensure adherence to regulatory requirements. • Provide strategic insights and recommendations to enhance financial operations and investment outcomes.
2026-04-06T22:48:46Z

Tax Director/Manager - Corporate

Santa Monica, CA
onsite
Permanent
140000.00 - 145000.00 USD / Yearly
**Family Office seeking to Tax Manager** Please email resume to Eric Herndon for consideration We are looking for an experienced Tax Manager to join a Family Office in Santa Monica, California. This role focuses on managing corporate tax responsibilities while providing expert guidance to clients across various industries. If you excel in tax compliance, strategic planning, and client relations, this position offers an excellent opportunity to showcase your expertise. Responsibilities:• Oversee and prepare comprehensive tax filings for partnerships, S corporations, C corporations, trusts, and high-net-worth individuals.• Collaborate with clients to review fixed asset costs and ensure accurate classification of improvements, such as tenant or building enhancements.• Analyze and summarize operating agreements and partnership documents to support tax-related decisions.• Create quarterly tax estimates for individuals and entities with complex financial structures.• Conduct thorough research on tax issues and deliver findings to the Tax Partner with actionable conclusions.• Draft precise and well-organized responses to tax notices issued by various agencies.• Provide support to clients in developing cash flow projections and calculating loan covenants.• Manage multiple priorities in a fast-paced environment to ensure deliverables meet quality and deadline expectations.• Work with clients from diverse industries, including real estate, consulting services, and manufacturing.• Plan and execute financial audits for employee benefit plans and private foundations.
2026-04-10T15:18:42Z

Investments Accounting Manager

Dallas, TX
onsite
Permanent
- USD / Yearly
We are looking for a detail-oriented Investments Accounting Manager to join our dynamic real estate and property team in Dallas, Texas. This role is ideal for someone with a strong accounting background who can manage financial processes and ensure compliance with auditing standards. If you thrive in a fast-paced environment and excel at financial reporting and analysis, we encourage you to apply. The position is hybrid 2 days/week and offers a fantastic culture. Responsibilities:• Oversee month-end close processes to ensure timely and accurate completion of financial statements.• Maintain and reconcile general ledger accounts, ensuring all transactions are recorded properly.• Prepare and review journal entries, ensuring accuracy and adherence to accounting principles.• Collaborate with auditors during financial statement audits and provide necessary documentation.• Monitor and manage account reconciliation processes to resolve discrepancies effectively.• Analyze financial data and generate detailed reports to support decision-making processes.• Implement best practices for financial management and ensure compliance with relevant regulations.• Assist in developing and improving financial procedures to enhance efficiency and accuracy.• Work closely with investment teams to provide accounting support for fund and trust activities.• Utilize advanced Excel skills to streamline accounting operations and perform in-depth financial analysis. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via Linked in.
2026-04-10T07:04:15Z

Sr. Staff Accountant

Chicago, IL
onsite
Permanent
115000.00 - 120000.00 USD / Yearly
The salary range for this position is $115,000-$120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies. Responsibilities:<ul><li>Set up and maintain tax workpapers and permanent files.</li><li>Prepare and review partnership, individual, fiduciary and information tax returns.</li><li>Assist in the preparation of periodic financial statements.</li><li>Prepare, review, and post period end, standard and adjusting journal entries.</li><li>Assist with analysis of general ledger accounts for 140-plus flow-through entities.</li><li>Assist with preparation of periodic investment activity reports.</li><li>Update bank activity for multiple accounts and report weekly.</li><li>Back-up for accounts receivable and accounts payable functions.</li><li>Maintain intercompany due to/from schedules.</li><li>Maintain fixed asset schedules and related journal entries.</li><li>Set up business and tax accounts with various governmental entities.</li><li>Project work as required.</li></ul>
2026-03-30T19:43:46Z

Sr. Staff Accountant

Chicago, IL
onsite
Permanent
115000.00 - 120000.00 USD / Yearly
The salary range for this position is $115,000-$120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies. Responsibilities:<ul><li>Set up and maintain tax workpapers and permanent files.</li><li>Prepare and review partnership, individual, fiduciary and information tax returns.</li><li>Assist in the preparation of periodic financial statements.</li><li>Prepare, review, and post period end, standard and adjusting journal entries.</li><li>Assist with analysis of general ledger accounts for 140-plus flow-through entities.</li><li>Assist with preparation of periodic investment activity reports.</li><li>Update bank activity for multiple accounts and report weekly.</li><li>Back-up for accounts receivable and accounts payable functions.</li><li>Maintain intercompany due to/from schedules.</li><li>Maintain fixed asset schedules and related journal entries.</li><li>Set up business and tax accounts with various governmental entities.</li><li>Project work as required.</li></ul>
2026-03-30T21:28:45Z

Managing Director

Dallas, TX
onsite
Permanent
- USD / Yearly
We are looking for an experienced Managing Director to oversee operations in a chemicals manufacturing company based in Dallas, Texas. This role requires someone capable of working independently and reporting directly to the owner or president. The ideal candidate will have a solid background in finance and business strategy, combined with strong leadership skills and a hands-on approach. Responsibilities: • Lead and manage all aspects of business operations, ensuring alignment with company goals and objectives. • Develop and implement financial plans, including budgeting and forecasting, to support organizational growth. • Oversee financial planning and analysis (FP& A) to provide insights and recommendations to the leadership team. • Collaborate with the owner or president to set strategic direction and long-term goals. • Monitor and analyze operational performance, identifying areas for improvement and implementing solutions. • Ensure compliance with industry standards and regulations within the chemicals manufacturing sector. • Manage day-to-day business activities, including staffing, resource allocation, and process optimization. • Cultivate relationships with stakeholders, including clients, vendors, and partners, to drive business development. • Provide leadership and guidance to the team, fostering a culture of accountability and excellence. • Stay informed of market trends and opportunities to ensure the company remains competitive.
2026-03-27T14:33:42Z

Senior Accountant

Fort Worth, TX
onsite
Permanent
- USD / Yearly
Senior Accountant – Family Office Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a Senior Accountant to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment. This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership. My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and the opportunity to either work remote, hybrid or in office, your choice! For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected] Position OverviewThe Senior Accountant will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment. Key Responsibilities<ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul> Why This Opportunity<ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul>
2026-03-27T14:29:12Z

Tax and Finance Manager

Denver, CO
onsite
Permanent
120000.00 - 180000.00 USD / Yearly
We are seeking a highly skilled Tax & Finance Manager with deep expertise in real estate taxation and partnership structures. This role will oversee tax compliance, planning, and financial reporting for a diverse portfolio of real estate investments. Ideal candidates will have experience in public accounting with real estate clients, family office tax environments, or tax roles within real estate investment firms. Key Responsibilities:<ul><li>Manage all aspects of tax compliance and planning for real estate entities, including partnerships and joint ventures.</li><li>Prepare and review federal, state, and local tax returns for partnerships and related entities.</li><li>Oversee quarterly and annual tax provisions and estimates.</li><li>Advise on tax implications of acquisitions, dispositions, and other transactions.</li><li>Coordinate with external tax advisors and auditors.</li><li>Assist with financial reporting, budgeting, and forecasting as needed.</li><li>Ensure compliance with applicable tax laws and regulations.</li><li>Implement tax strategies to optimize efficiency and minimize risk.</li></ul>This role is 100% in office in the Denver area.
2026-03-18T15:33:47Z

Sr. Property Accountant

Houston, TX
onsite
Permanent
90000.00 - 120000.00 USD / Yearly
Job Description: Property Accountant – Family Investment Office (Commercial Real Estate) Overview: Our client is a successful, established small family investment office, based in River Oaks and focused on commercial real estate investment and management across Houston. The organization offers outstanding work-life balance and an opportunity to grow alongside a supportive team. They are seeking an experienced Accountant to lead accounting functions for their real estate portfolio and other assets and investments. Commercial property accounting experience required. Please apply and email your resume to Alyssa.white@roberthalf. Key Responsibilities:<ul><li>Oversee all general accounting functions, including accounts payable/receivable, credit card and bank reconciliations, payroll, accruals, expense reports, journal entries, commission and loan schedules, and intercompany transactions.</li><li>Manage fixed assets, monthly depreciation and amortization, asset capitalization vs. expense, and ensure proper documentation and compliance for business loans and refinances.</li><li>Perform monthly property accounting, reviewing reports for accuracy and correct allocations; process and reconcile third-party property management activity.</li><li>Lead monthly close of financial statements, conduct management reporting and analysis, provide budget reviews, and investigate variances.</li><li>Prepare and analyze monthly cash flow statements, including capital improvements and significant expenses.</li><li>Oversee debt compliance and prepare lender financial reporting (annually).</li><li>Coordinate and prepare annual property budgets with managers/owners; monitor budget vs. actuals and report variances.</li><li>Manage annual CAM/tax/insurance reconciliations, tenant billings and collections, property tax payments, insurance renewals, and administrative cost allocation and billing between entities.</li><li>Handle payroll and tax reporting, including quarterly and annual filings (W-2, 1099, Franchise Tax).</li></ul> Ready to join a proven, family-run investment office and make a difference in Houston real estate? Apply today to discuss how your expertise can help drive continued success.
2026-03-27T18:18:46Z