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High Net Worth Family Accountant
 
Are you passionate about providing detailed accounting for high-net-worth families and ready to make an impact at the highest level? As a part time (approx. 20 hrs/wk) Accountant for an accomplished family, you’ll manage and optimize financial operations, offer strategic insights, and ensure every dollar works its hardest—all while collaborating with a driven household team.  
 
What You’ll Do:

• Maintain accurate, up-to-date financial and investment records for individuals and the family, which includes several entities, coordinating seamlessly with the EA/House Manager for consolidated household accounts. 
• Develop and manage budgets, prepare regular financial and liquidity reports, and monitor progress. 
• Oversee the work of external CPAs for tax filings (income, gift, and charitable donations), while ensuring all compliance standards are met. 
• Manage payroll and benefits for household staff. 
• Partner with financial advisors on potential corporate restructuring opportunities. 
• Supervise insurance renewals, claims, and asset appraisals in collaboration with in-house managers. 
• Advise on contract renewals for major expenses and donations, ensuring timely payments and clear communication. 
• Present insightful reports to the family, spotlighting trends, findings, and opportunities for improvement. 
• Tackle ad hoc financial tasks as needed, always upholding confidentiality and discretion.

 
Requirements:

• Bachelor’s in Accounting, Finance, or related. CPA strongly preferred.
• 5+ years’ experience in accounting or personal financial management, including proven experience managing accounting duties for a high net-worth individual/family. 
• Deep understanding of accounting practices, with proficiency in MS Excel, QuickBooks, and other financial tools.
• Top-notch analytical skills, organization, and accuracy. 
• Polished and professional in demeanor and appearance.
• Excellent communicator and teammate. Able to effectively collaborate with family, executive assistants, and outside advisors.
• Absolute integrity, discretion, and respect for privacy.

We are an equal opportunity employer who values diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

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Join a vibrant and prestigious law firm in downtown Dallas as a Legal Assistant supporting their Corporate and Real Estate partners. This firm not only excels in serious business but also fosters a fun and trusting environment where professionals are empowered to thrive. If you have a passion for supporting others and enjoy working in a collaborative and lively setting, this could be your ideal career opportunity.

Why You’ll Love This Role:

• Dynamic Work Culture: Be part of a team that expertly balances diligence with a sense of fun. You’ll be trusted to excel in your role while enjoying a workplace that values camaraderie and mutual support.
• Attractive Compensation: Benefit from a competitive salary, performance bonuses, and a comprehensive benefits package, including paid parking and flexible working hours to maintain a balanced lifestyle.

Your Key Responsibilities Will Include:

• Prepare, edit, format, and proofread various legal documents, such as correspondence, pleadings, and discovery, with meticulous attention to detail.
• E-file documents with the courts demonstrating your knowledge of legal procedures.
• Efficiently managing appointments and travel arrangements.
• Handle incoming and outgoing mail promptly and efficiently, maintaining strict confidentiality.
• Oversee and maintain files, schedule appointments, and track deadlines to ensure the smooth operation of legal proceedings.
• Input attorney billable time and handle reimbursable expenses.
• Perform general office tasks such as filing, faxing, and answering phones.
• Communicate and acquire information on behalf of attorneys, follow up on delegated tasks, and act as a liaison between attorneys, firm personnel, and the courts.
• Assist attorneys with personal business matters, demonstrating your ability to handle a wide range of responsibilities.
• Arrange travel itineraries and process expense reimbursements accurately and efficiently.
• Prepare and handle client correspondence and billing.

Ideal Qualifications:

• A minimum of 5 years of experience managing corporate or real estate transactional cases is required.
• Strong drafting and editing skills
• Managing both paper and electronic filing
• Work well in supporting multiple attorneys at the same time
• Proficiency in Microsoft Office Suite
• Strong typing skills
• Outstanding verbal and written communication skills.
• Excellent organizational skills and attention to detail
• Flexible on the start/end time
• 100% in-office position located in downtown Dallas

Are you ready to take your legal career to the next level in a firm that combines professionalism with a fun atmosphere? If so, we'd love to hear from you!

We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.
 

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