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17 results for Regulatory Reporting Manager in Dallas, TX

Accounting Manager/Supervisor

Fort Worth, TX
onsite
Permanent / Full Time
- USD / Yearly
Client will consider out of town candidates and will provide small relo allowance. Hybrid opportunity in Ft. Worth - Mon/Fri - Home. Tues to Thursday - In office. We are looking for an experienced accounting leader to oversee core bank accounting activities and ensure the delivery of accurate, timely financial information in Texas. This position plays a central role in financial reporting, regulatory compliance, accounting policy, and control oversight within a growing financial services environment. The role also supports technical accounting matters, strengthens governance across the general ledger and close process, and helps guide the accounting team as the organization expands in complexity and product scope. Responsibilities:• Lead daily bank accounting operations, including oversight of the monthly close cycle, journal entry review, and the integrity of general ledger activity.• Direct the preparation of internal and external financial reporting to ensure completeness, accuracy, and adherence to applicable accounting and regulatory standards.• Oversee balance sheet reconciliations and resolve accounting variances or open items in a timely and controlled manner.• Manage regulatory reporting activities, including the Call Report, while enhancing processes to improve quality, consistency, and efficiency.• Provide technical accounting guidance for new products, transactions, and evolving business activities, translating requirements into practical accounting treatment.• Support allowance-related accounting activities, including responsibilities tied to current expected credit loss methodologies and reporting.• Strengthen accounting policies, governance practices, and internal controls over financial reporting to reduce risk and support compliance.• Partner with leadership to deliver management reporting and information used for asset-liability oversight, strategic planning, and operational decision-making.• Mentor and develop accounting staff by setting expectations, reviewing work, and encouraging continuous growth.
2026-08-21T19:23:47Z

SEC Reporting Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a detail-oriented SEC Reporting Analyst to support external reporting and financial disclosure activities for a real estate and property organization in Dallas, Texas. This role will help produce accurate, timely regulatory filings and internal financial reports while partnering with accounting, finance, and audit stakeholders. The ideal candidate brings strong analytical skills, sound knowledge of U.S. reporting requirements, and the ability to translate complex financial information into clear disclosures. Responsibilities: • Prepare and refine sections of quarterly and annual regulatory filings, including financial statements, note disclosures, and management discussion content, ensuring accuracy and compliance with applicable U.S. reporting standards. • Partner with accounting, finance, and other internal teams to gather data and develop well-supported narrative disclosures for periodic filings and related reporting documents. • Support the external audit process by organizing requested materials, responding to inquiries, and helping coordinate reporting timelines with audit stakeholders. • Conduct technical accounting research and ad hoc financial analysis to address management questions and support reporting decisions. • Contribute to projects involving the adoption of new accounting guidance and regulatory requirements, helping assess impact and implement necessary reporting updates. • Assist in the preparation of recurring financial packages, monthly management reporting, and other internal or debt-related reporting deliverables. • Help maintain compliance with Sarbanes-Oxley requirements by supporting financial reporting controls, documentation, and related testing activities. • Analyze financial results and variances to identify key trends, support disclosures, and improve the quality of reporting outputs.
2026-09-16T19:48:42Z

Accounts Payable Manager

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an accomplished Accounts Payable Manager to lead and strengthen the accounts payable function in Dallas, Texas. This role will oversee daily payables activity while building effective procedures, reinforcing financial controls, and improving operational efficiency. The ideal candidate brings deep AP expertise, a practical leadership style, and a track record of creating scalable processes that support a growing organization. Responsibilities: • Direct the full accounts payable operation, ensuring invoices are reviewed, coded, approved, and paid accurately and on schedule. • Supervise, coach, and develop AP team members by setting clear expectations, supporting skill growth, and promoting strong performance. • Create, document, and refine departmental policies, workflows, and standard operating procedures to improve consistency and efficiency. • Identify opportunities for automation and process enhancement, then lead initiatives that increase accuracy, speed, and scalability. • Monitor aging reports, payment timing, and cash requirements to support effective disbursement planning and vendor satisfaction. • Review complex or high-volume transactions, address exceptions, and resolve escalated issues from vendors and internal business partners. • Maintain a strong control environment by enforcing approval limits, segregation of duties, and adherence to company and regulatory requirements. • Prepare AP-related reporting, reconciliations, and month-end accrual support while analyzing trends in payments and vendor activity. • Partner with Finance, Accounting, Procurement, Treasury, and Operations teams on process alignment, vendor management, and system or automation enhancements.
2026-09-17T16:44:01Z

Staff Accountant

Fort Worth, TX
onsite
Permanent / Full Time
- USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected investment organization to identify a Fund Accountant to join its team. This is an excellent opportunity for an accounting professional who wants to gain exposure to private equity, hedge funds, investment management, partnership accounting, and complex investment structures. The Fund Accountant will work closely with the Fund Accounting Manager and be responsible for the day-to-day accounting and financial reporting for a portfolio of private equity or hedge funds, as well as several investment management entities.This role is ideal for someone who enjoys complex accounting, problem-solving, financial analysis, and working in a fast-paced environment where initiative and attention to detail are highly valued. My client offers a hybrid work scheduled, excellent benefits including 401k with match and profit sharing ,paid parking and catered lunch on the days you are in the office! For confidential consideration and more details, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Responsibilities:<ul><li>Manage daily accounting activities and maintain the general ledger for multiple investment entities and funds</li><li>Post cash and non-cash transactions and record investment-related activity</li><li>Record investment valuations, acquisitions, and dispositions</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Monitor daily cash balances and assist with cash management activities</li><li>Prepare monthly close deliverables in accordance with GAAP </li><li>Prepare quarterly financial statements and supporting schedules</li><li>Prepare debt compliance reporting and other requirements for credit facilities and regulatory agencies</li><li>Perform taxable income reconciliations and assist with tax estimates and tax return preparation</li><li>Develop financial reports, analyses, and presentations to support management, the family, and investment teams</li><li>Work directly with auditors, tax advisors, compliance professionals, and external fund administrators</li><li>Assist with ad hoc reporting, process improvements, and special projects</li></ul>Why This Opportunity?This is more than a traditional accounting position. You’ll have the opportunity to work with complex investment structures and sophisticated financial reporting, while gaining valuable exposure to private equity, hedge funds, family office accounting, and investment management. If you are an accounting professional looking to take your career to the next level and want to be part of a sophisticated investment environment where you can continue developing your technical and analytical skills, this could be an excellent opportunity for you.
2026-09-13T13:38:39Z

Accounting Manager/Supervisor

Irving, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an accomplished Accounting Manager to lead core accounting activities and help ensure accurate, timely financial reporting for the organization in Irving, Texas. This role partners closely with senior leadership to maintain strong financial controls, support compliance obligations, and improve the effectiveness of accounting processes. The ideal candidate brings hands-on technical accounting expertise, sound judgment, and the ability to guide a team in a fast-paced business environment. Responsibilities: • Direct daily accounting workflows across the general ledger, payables, and receivables functions to support smooth financial operations. • Oversee the preparation and review of journal entries, reconciliations, and related accounting records to maintain accuracy and completeness. • Coordinate monthly and annual close activities, ensuring reporting deadlines are met and financial data is reliable. • Produce and examine financial statements and supporting analyses for management review and decision-making. • Monitor bank and balance sheet reconciliations, identifying discrepancies and ensuring issues are resolved promptly. • Assist with year-end financial statement preparation and collaborate with external accounting partners during compilation or audit-related activities. • Manage sales tax, property tax, annual filings, and other compliance submissions in accordance with applicable requirements. • Strengthen accounting procedures, reinforce internal controls, and recommend process enhancements that improve efficiency and consistency. • Lead, coach, and develop accounting team members while serving as a point of guidance on complex accounting matters. • Contribute to broader business initiatives such as acquisitions, process improvement efforts, and system-related projects as needed.
2026-08-26T22:56:40Z

Accounting Manager/Supervisor

Fort Worth, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an Accounting Manager/Supervisor to join our client's finance team in Fort Worth, Texas. This permanent role supports accurate revenue accounting, financial reporting, and forecasting while partnering with internal teams to strengthen financial performance. The position offers a hybrid schedule with one remote day per week, a collaborative work environment, and limited travel. Responsibilities:• Oversee accounting activities tied to revenue-related balance sheet accounts, ensuring records are complete and properly supported.• Prepare forecasts and monitor reserve balances connected to revenue transactions to promote accurate and timely reporting.• Manage income statement activity associated with storage and demurrage, including analysis of monthly results and key variances.• Produce quarterly and annual accounts receivable disclosures and other supporting financial statement documentation.• Complete required revenue reporting packages, including regulatory filings such as R-1 reports, with a high degree of accuracy.• Collaborate with business partners across finance and operations to resolve issues, improve reporting quality, and support decision-making.• Coordinate with external auditors by supplying schedules, explanations, and documentation related to revenue accounting matters.• Evaluate current workflows, identify opportunities for efficiency, and implement process enhancements that strengthen internal controls.• Support month-end close activities through reconciliations, journal entries, and review of general ledger balances related to assigned areas.
2026-09-15T19:13:36Z

Analyst

Fort Worth, TX
onsite
Permanent / Full Time
75000.00 - 90000.00 USD / Yearly
We are looking for an Analyst to join a Financial Services organization in Fort Worth, Texas, supporting investment oversight, reporting, and enterprise risk activities. This position contributes to daily portfolio analysis, evaluates market and instrument-level exposures, and delivers insights that inform trading and management decisions. The role also partners with finance and operations teams on reporting, reconciliations, audit support, and process improvement through technology and automation. Responsibilities: • Track daily profit and loss across investment strategies and highlight notable drivers of performance and exposure. • Evaluate prospective and existing trading positions by reviewing market conditions, portfolio impacts, and key risk considerations. • Perform quantitative reviews on factors such as pricing accuracy, funding costs, bond conversion features, and interest rate sensitivity. • Produce timely risk and performance reports for traders, portfolio managers, senior leadership, and board-level stakeholders. • Monitor operational, compliance, and tax-related risk indicators and escalate concerns when trends or exceptions emerge. • Reconcile general ledger activity and support the preparation of internal financial and risk reporting packages. • Assist with regulatory filings, tax reporting, risk assessments, and documentation required for audits and governance reviews. • Use analytical tools and automation techniques, including AI-enabled solutions, to streamline recurring tasks and improve reporting efficiency.
2026-09-18T14:18:45Z

Plant Controller

Carrollton, TX
onsite
Permanent / Full Time
130000.00 - 140000.00 USD / Yearly
We are looking for a skilled Plant Controller to manage accounting operations in Carrollton, Texas. This role involves overseeing inventory management, financial reporting, and ensuring compliance with accounting standards. As a key liaison between the plant and corporate office, the Plant Controller will play a vital role in driving financial accuracy and supporting operational efficiency. Responsibilities:• Oversee inventory control processes and collaborate with purchasing, sales, and warehouse teams to ensure accurate reporting.• Analyze price and usage variances while maintaining precise standard costs and system integrity.• Implement and uphold internal controls, compliance standards, and audit documentation to meet regulatory requirements.• Provide financial insights and guidance to department leaders, supporting strategic decision-making.• Evaluate financial performance metrics, such as capacity planning and pricing, to identify potential improvements and enhance working capital.• Perform account reconciliations and address discrepancies promptly to ensure accurate financial records.• Prepare and complete monthly, quarterly, and annual financial reports, including productivity analysis, reserve evaluations, and third-party logistics spending.• Support month-end and year-end close processes, ensuring timely and accurate reporting.• Collaborate with other departments to align financial practices with operational goals.
2026-08-31T14:48:47Z

Audit Sr. - Public

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an experienced Audit Senior to join a public accounting team serving clients in Dallas, Texas. This role is suited for someone who can drive audit engagements forward, uphold accounting and regulatory standards, and deliver thoughtful guidance to client stakeholders. The position also offers the opportunity to coach developing team members while contributing to accurate, well-supported financial reporting and process improvement recommendations. Responsibilities:• Direct audit, review, and compilation engagements for client accounts, ensuring work is completed accurately and on schedule.• Examine workpapers, supporting schedules, and draft reports prepared by staff to confirm quality, completeness, and compliance with applicable standards.• Guide entry-level auditors through daily engagement activities, providing feedback, technical instruction, and oversight throughout the assignment.• Coordinate engagement activities from initial planning through final delivery, including risk assessment, fieldwork execution, and issue resolution.• Evaluate financial records, internal controls, and operating procedures to identify weaknesses, inefficiencies, and opportunities for improvement.• Develop clear audit reports that summarize key findings, outline risks, and present practical recommendations to client management.• Build and maintain strong client relationships by communicating effectively, addressing questions promptly, and managing expectations throughout the engagement.• Contribute to technical learning initiatives and support the continued development of audit knowledge, methodology, and best practices.• Perform testing related to information systems controls, including ITGC and Sarbanes-Oxley compliance areas when required by the engagement.
2026-08-31T20:13:41Z

Payroll Manager

Coppell, TX
onsite
Temporary / Contract
55.00 - 60.00 USD / Hourly
We are looking for an experienced Payroll Manager to join a team in Coppell, Texas on a 3 month Contract basis. This role is ideal for an experienced payroll specialist who can take ownership of payroll operations, strengthen compliance practices, and guide process enhancements in a complex, high-volume environment. The successful candidate will bring deep expertise in payroll regulations, strong analytical judgment, and the ability to work independently while partnering effectively with cross-functional teams. Responsibilities:• Lead end-to-end payroll activities for a large employee population, ensuring pay is processed accurately and delivered on schedule.• Examine payroll data, earnings, deductions, and tax withholdings to uncover discrepancies, compliance concerns, and operational inefficiencies.• Interpret federal, state, and local payroll rules and apply updates to maintain adherence with current legal and regulatory standards.• Collaborate with Human Resources, Finance, and Accounting to address payroll questions, resolve escalated issues, and improve internal controls.• Perform root cause analysis on payroll errors and implement practical solutions that reduce recurring issues and strengthen accuracy.• Support payroll audits, compliance reviews, and responses to agency inquiries by preparing documentation and clarifying payroll practices.• Contribute to payroll system-related projects, reconciliations, and reporting efforts to improve reliability and operational effectiveness.
2026-09-09T18:38:40Z

Director of Revenue

Irving, TX
onsite
Permanent / Full Time
- USD / Yearly
Hybrid opportunity - Only 2x/week in the office. We are looking for an experienced Director of Revenue candidate to lead revenue accounting activities for a healthcare organization near Grapevine, Texas. This position oversees revenue recognition, billing operations, and revenue reporting while ensuring accurate financial results and regulatory compliance. The role also partners closely with finance and operational leaders to strengthen forecasting, support decision-making, and build efficient, scalable processes across the revenue cycle. Responsibilities:• Direct daily revenue accounting operations, including recognition of revenue, billing oversight, reconciliation activities, and support for collection-related processes.• Lead the month-end, quarter-end, and year-end revenue close to deliver complete, accurate, and timely financial reporting.• Apply applicable revenue recognition guidance, including ASC 606, to contracts and customer arrangements to determine proper accounting treatment.• Collaborate with finance and operations teams on budgeting, forecasting, and analysis related to revenue performance and trends.• Establish, refine, and monitor internal controls and accounting policies that govern revenue transactions and reporting.• Evaluate existing billing workflows and identify opportunities to improve accuracy, consistency, and operational efficiency.• Provide leadership, coaching, and performance management for a team of five accounting professionals.• Coordinate audit support by preparing schedules, documentation, and responses related to revenue accounting matters.
2026-09-05T17:58:34Z

Director of SEC Reporting

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an accomplished Director of SEC Reporting to lead external financial reporting and technical accounting activities for a growing organization in Dallas, Texas. This role will oversee the preparation of public filings, strengthen reporting controls, and help build scalable processes that support public-company compliance. The position also serves as a key advisor to finance leadership on complex accounting matters, disclosure decisions, and communication with auditors and governance committees. Responsibilities:• Direct the preparation, review, and submission of registration statements and recurring public-company filings, ensuring accuracy, completeness, and timeliness.• Oversee the development of financial statements, supporting disclosures, management discussion materials, filing checklists, and detailed tie-out procedures for external reporting packages.• Create and refine reporting workflows, filing schedules, documentation practices, and review protocols that can support a scalable close-to-file process.• Monitor compliance with U.S. public reporting standards and related regulatory frameworks, including disclosure and financial statement presentation requirements.• Manage responses to regulatory comment letters and maintain well-organized support for significant reporting positions and disclosure-related judgments.• Lead the evaluation of complex accounting topics by researching applicable guidance, documenting conclusions, and preparing technical memoranda for leadership and external auditors.• Collaborate with global accounting and broader finance teams to address transactions and business developments that affect external reporting obligations.• Establish and enhance disclosure controls, committee routines, and governance procedures that strengthen public-company reporting readiness.• Prepare clear reporting updates and presentation materials for executive leadership, the Disclosure Committee, and the Audit Committee.• Build, mentor, and lead the SEC reporting function while remaining actively involved in critical reporting cycles and process execution.
2026-09-18T15:18:45Z

Senior Accounting Manager

Roanoke, TX
onsite
Permanent / Full Time
120000.00 - 135000.00 USD / Yearly
Robert Half Finance and Accounting is working with an established organization based in Trophy Club, Texas on a search for a Senior Accounting Manager. This role will guide reporting, planning, and compliance activities while partnering with operational leaders to strengthen performance and support sound business decisions. The ideal candidate brings strong accounting expertise, leadership capability, and the ability to improve financial visibility across multiple locations. Responsibilities:• Direct the preparation and review of monthly, quarterly, and annual financial statements, ensuring accuracy and alignment with organizational standards.• Work closely with divisional leadership to analyze financial performance, identify opportunities to improve margins, and support cost management efforts.• Oversee the annual budgeting cycle and maintain regular forecasting for several sites to support planning and resource allocation.• Manage core accounting activities, including the general ledger, accounts payable, accounts receivable, payroll coordination, and timely period-end close.• Develop and reinforce internal control practices that support policy adherence, financial integrity, and regulatory compliance.• Track cash flow, working capital, and liquidity trends, and recommend actions that strengthen the division’s financial position.• Partner with external auditors by organizing documentation, responding to requests, and supporting the successful completion of audit activities.• Lead and develop the accounting team by setting clear expectations, coaching performance, and promoting process improvements.• Utilize financial systems and reporting tools to enhance efficiency, improve data quality, and strengthen decision-making support. This corporate organization offers a competitive compensation package up to $130K, plus Bonus, and benefits. For more information and consideration, please contact Eric Murray at 682-350-8439 or via Email at [email protected]
2026-09-15T18:36:52Z

Assistant Controller

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet are partnering with a rapidly growing organization on a newly created Assistant Controller opportunity. This is an exciting chance to join a well-funded company with ambitious plans to triple in size over the next several years and the financial backing of investors with significant resources to support that growth. This is much more than a traditional accounting role. The Assistant Controller will play a critical role in strengthening the accounting infrastructure, improving processes and controls, and helping build a scalable finance organization capable of supporting the company’s continued expansion. For the right accounting professional, this position offers exceptional visibility, exposure to senior leadership, the opportunity to lead a team, and a clear path for continued career advancement. For additional information and confidential consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Key Responsibilities<ul><li>Oversee accounting and financial reporting activities across multiple operating entities.</li><li>Lead and coordinate the monthly and year-end close process, ensuring timely and accurate results.</li><li>Review financial statements, account reconciliations, journal entries, and supporting schedules for completeness and accuracy.</li><li>Ensure financial reporting and accounting practices are consistent with GAAP and internal policies.</li><li>Lead, mentor, and develop a team of approximately 5–6 accounting professionals.</li><li>Analyze financial results and identify trends, variances, or inconsistencies requiring additional investigation.</li><li>Develop and monitor financial and operational reporting to provide leadership with meaningful business insights.</li><li>Evaluate accounting processes and implement improvements that increase efficiency, accuracy, and scalability.</li><li>Strengthen internal controls and accounting procedures as the organization continues to grow.</li><li>Coordinate with external auditors and provide requested schedules, documentation, and explanations.</li><li>Work closely with the tax function on sales tax and other regulatory compliance matters.</li><li>Assist with cash management, treasury functions, banking activities, and daily cash operations.</li><li>Participate in acquisitions, system enhancements, process improvements, and other strategic accounting projects.</li><li>Partner with leaders throughout the organization to support business growth and evolving financial needs.</li></ul>Why Consider This Opportunity?<ul><li>Newly created position with significant opportunity to make an impact.</li><li>Join a company positioned to triple in size over the next several years.</li><li>Strong financial backing from well-capitalized investors.</li><li>Opportunity to help build and scale the accounting infrastructure for a growing organization.</li><li>High visibility with leadership and meaningful exposure to the broader business.</li><li>Leadership responsibility over an established accounting team.</li><li>Significant opportunity for career advancement as the organization continues to expand.</li><li>An excellent opportunity for an ambitious accounting professional ready to take the next step toward a Controller-level leadership role.</li></ul>
2026-09-13T08:10:19Z

Sr. AP Payment Specialist

Irving, TX
onsite
Permanent / Full Time
62500.00 - 74800.00 USD / Yearly
We are looking for an experienced Sr. AP Payment Specialist to join a growing accounting team in Irving, Texas. This role is responsible for executing accurate and timely payment activities, supporting compliance standards, and maintaining strong coordination across finance-related functions. The ideal candidate brings hands-on accounts payable expertise, strong attention to detail, and the ability to manage multiple priorities in a deadline-driven environment. Responsibilities:• Execute recurring payment cycles using multiple disbursement methods, including checks, ACH, and wire transfers, while ensuring accuracy and timeliness.• Administer purchasing card activity, credit card settlements, and employee reimbursement payments through financial systems and external payment platforms.• Produce regular aging analyses and payment reporting to help monitor outstanding obligations and support cash planning.• Review payment exceptions, including stop payments and reissues, and resolve related issues with appropriate documentation.• Assemble wire transfer support packages, confirm approvals, and process domestic and foreign payment requests in accordance with company controls.• Coordinate the release, distribution, and mailing of physical checks along with required remittance documentation.• Investigate uncashed or expired payments and prepare records needed for escheatment and regulatory compliance.• Validate vendor banking details to strengthen fraud prevention efforts and reduce payment risk.• Partner with AP, Finance, Accounting, and Treasury teams on audits, process improvements, documentation updates, and other special projects.
2026-08-25T15:38:43Z

Controller

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for an experienced Controller to lead global tax, statutory reporting, and treasury compliance for a growing manufacturing organization in Dallas, Texas. This position is ideal for a hands-on expert who can create practical, scalable controls across U.S. and international entities while partnering with external advisors and internal stakeholders. The role will play a central part in strengthening financial compliance, supporting expansion activity, and ensuring reporting obligations are met accurately across multiple jurisdictions. Responsibilities: • Direct worldwide tax and statutory compliance activities across domestic and international entities, ensuring filings, reporting packages, and supporting records are completed accurately and on schedule. • Oversee income tax matters in coordination with outside specialists, including provision support, estimated payments, extensions, and review of return preparation deliverables. • Manage jurisdiction-specific indirect tax obligations such as sales and use tax, franchise tax, value-added or similar taxes, and other local compliance requirements as applicable. • Coordinate annual statutory audits and local corporate filing requirements by organizing timelines, preparing requested schedules, and liaising with external auditors and in-country service providers. • Maintain the accounting bridge between local books and U.S. reporting requirements, including adjustments, reconciliations, and documentation that support consolidated financial reporting. • Administer intercompany accounting activities, including eliminations, transfer pricing support, funding arrangements, interest calculations, and repayment tracking. • Lead treasury compliance for cross-border banking and payments, including documentation, signatory oversight, exchange control considerations, and regulatory support for fund movements. • Support profit repatriation and intercompany funding strategies by evaluating tax impact, withholding exposure, and compliance requirements across relevant jurisdictions. • Establish compliance processes for new or expanding entities, including registrations, tax identification setup, banking coordination, statutory records, and advisor management. • Assist with acquisition-related financial and compliance activities, including due diligence support, integration of reporting obligations, and implementation of post-transaction controls.
2026-08-28T22:43:38Z

Staff Accountant (Family Office)

Dallas, TX
onsite
Permanent / Full Time
80000.00 - 90000.00 USD / Yearly
We are looking for a meticulous Staff Accountant to oversee day-to-day financial activity for a family office in Dallas, Texas. This position plays a key role in keeping personal and entity-level accounting records accurate, timely, and well organized while supporting informed financial decision-making. The successful candidate will work closely with internal stakeholders and outside advisors, balancing hands-on accounting work with clear communication and a high level of professionalism. Responsibilities: • Handle core accounting activities across personal accounts and related entities, including payables, receivables, ledger upkeep, and routine account balancing. • Administer detailed payment operations to ensure household and business expenses are processed correctly and within required timelines. • Review and classify frequent personal and travel-related spending, partnering with support staff to confirm receipts and maintain complete backup documentation. • Track available cash and anticipated funding needs to help maintain appropriate liquidity for upcoming obligations and planned expenditures. • Compile accurate monthly financial information for internal leadership and external advisors to support forecasting, tax coordination, and investment oversight. • Convert accounting details into straightforward summaries that help non-financial stakeholders quickly understand results, trends, and exceptions. • Prepare recurring financial reporting packages for the Owner, highlighting budget comparisons, spending patterns, and notable variances. • Maintain organized financial files and supporting records to improve readiness for year-end tax preparation and external review. • Assist with the administration of insurance coverage, property tax matters, and other required financial or regulatory documentation.
2026-08-31T20:33:39Z