Job Description
Job SummaryWe are seeking a Family Office Accounting Specialist to support the financial operations of the Firm owner's private family office and related investment entities.This role does not support the law firm's internal accounting department.Instead, it focuses on bookkeeping, financial organization, and investment-related recordkeeping across closely held entities and private investments.This position is designed to provide long-term continuity within a highly confidential, high-trust environment.The individual in this role will work closely with the current accountant and gradually assume increasing responsibility for maintaining accurate financial records, tracking investment activity, and coordinating with external advisors and stakeholders.The ideal candidate is steady, highly detail-oriented, and takes ownership of their work with a figure it out and get it done mentality.Accuracy, discretion, and follow-through are essential.Duties Maintain accurate general ledgers and financial records for multiple family entities and private investments.Conduct balance sheet reconciliation, account analysis, cash flow analysis, and ensure accuracy in all financial data through meticulous account reconciliation processes.Record and reconcile investment income, including dividends and partnership allocations.Organize and maintain documentation related to entity structures and financial activity.Facilitate financial report writing and interpretation for stakeholders; provide insights into financial management strategies including budgeting, forecasting, and private equity investments.Collect and organize year-end tax documentation, including K-1s and 1099s.Support tax preparation activities by maintaining precise records of income, expenses, and other relevant financial data; assist with tax filings as needed.Handle highly sensitive financial and persona information with discretion.Monitor deadlines and ensure documentation remains organized and audit ready.Identify discrepancies, research issues, and follow through to resolution.Experience Strong understanding of technical accounting principles including accrual accounting, double entry bookkeeping, journal entries, balance sheet reconciliation, and account analysis.Experience with auditing processes and internal controls to ensure regulatory compliance.Ability to interpret complex financial reports accurately while providing actionable insights through financial analysis and forecasting.Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.Solid Excel skills and comfort working with financial spreadsheets Experience supporting multiple entities or working in a closely held business environment preferred Experience organizing documentation for tax preparation or working with K-1s preferred Job Type:Full-time Pay:$30.00 - $35.00 per hour Expected hours:40 per week Benefits:401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Experience:Accounting:2 years (Required) Ability to Commute:Fort Worth, TX 76102 (Required) Work Location:In person.