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Family Office | Real Estate & Investments | Dallas, TX

If you're someone who's equally at home drafting a contract as you are designing a social media post — and you like the idea of being the person who keeps a dynamic, entrepreneurial operation running smoothly — read on.

About the Client

Our client is a privately held family office with active interests across residential and commercial real estate brokerage, spec homebuilding, and investments. Their work is fast-moving, varied, and never routine. They are a small, close-knit team, and the right person will quickly become an indispensable part of how they operate.

The Role

Our client is looking for a sharp, self-directed Administrative & Marketing Assistant to support their leadership team across both the operational and marketing sides of the business. This is a dual-function role — one part business support, one part brand presence — and the ideal candidate will move fluidly between the two.

What You'll Do

Administrative & Transactional Support

• Prepare and manage contracts, letters of intent, listing agreements, and related real estate documents
• Oversee document management and storage, ensuring files are organized, current, and easily accessible
• Handle a range of administrative tasks to keep the office running efficiently
• Anticipate needs and take initiative without waiting to be asked

Marketing & Digital Presence

• Create engaging social media content across platforms
• Design and distribute e-blasts and other marketing materials as needed
• Coordinate with the website manager to ensure all company websites remain accurate, current, and on-brand
• Support listing marketing and other project-based initiatives as they arise

What We're Looking For

• Experience in real estate, a family office, or a similarly dynamic, multi-entity environment is a strong plus
• Comfortable with real estate documents and transaction paperwork
• Proficient in marketing tools — whether that's Canva, Mailchimp, social platforms, or similar
• Exceptionally organized with strong attention to detail
• A proactive communicator who keeps things moving without needing to be reminded
• Discreet, trustworthy, and professional — confidentiality is a priority in a family office environment
• Tech-savvy and adaptable; willing to learn systems and tools as needed

The Details

• Hours: Monday – Friday, 8:30 AM – 5:30 PM
• Location: In-office, with some work-from-home flexibility depending on workload and workflow
• Benefits: Medical benefits are fully paid by the employer — a standout perk in today's market

This is a rare opportunity to join a small team where contributions are visible, the work is meaningful, and no two days look exactly alike. If you're ready to plug in and make a real impact, 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 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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A prominent Dallas-based single-family office is seeking an experienced Senior Accountant for a contract engagement. Reporting to the Head of the Family Office, you would support the day-to-day accounting operations, taking hands-on responsibility for full-cycle accounts payable, general ledger maintenance, account reconciliations, and recording investment activity across multiple entities and accounts.

The ideal candidate is a detail-oriented, self-directed accounting professional who thrives in a discreet, high-trust environment and is comfortable wearing multiple hats. This is a contract engagement working a hybrid schedule in the Arts District of Dallas.

Key Responsibilities
Accounts Payable & Disbursements

• Manage full-cycle accounts payable: receive, review, and code invoices; obtain approvals; and prepare payments via check, ACH, and wire.
• Track and categorize household, personal, property, and entity-level expenses.
• Maintain vendor records and resolve billing discrepancies.

Reconciliations & Reporting

• Reconcile bank, brokerage, and credit card accounts on a regular basis.
• Assist with cash flow monitoring and prepare financial reports for collaborative analysis with the Head of the Family Office.
• Prepare and organize documentation to support external CPA and tax advisors (e.g., K-1s, 1099s, and year-end tax packages).

General Ledger & Bookkeeping

• Maintain the general ledger and chart of accounts across multiple entities (trusts, LLCs, partnerships, and personal accounts).
• Prepare and post journal entries, including recurring and adjusting entries.
• Support monthly, quarterly, and annual close processes.

Administrative & Other

• Maintain organized, confidential, and audit-ready financial records.
• Coordinate with the Head of Office, external advisors, and wealth managers.
• Support ad hoc financial projects and analysis as needed.

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field required.
• 5+ years of progressive accounting experience required. Experience in a family office, wealth management, private investment, or high-net-worth bookkeeping or accounting preferred. 
• Solid accounts payable and full-cycle bookkeeping expertise.
• Working knowledge of investment accounting concepts — gains and losses, dividends, interest, and partnership/fund activity including capital calls and distributions preferred.
• Advanced Microsoft Excel skills required.
• Experience with Microsoft Dynamics 365 Business Central preferred. Experience with investment or portfolio accounting platforms (e.g., Addepar, Sage Intacct, Archway) a plus.
• Exceptional discretion, confidentiality, and sound judgment when handling sensitive personal and financial information.
• Highly organized, detail-oriented, and self-directed, with the ability to manage priorities independently.

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 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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A dynamic independent school in Dallas, is seeking a hardworking, detail-oriented Staff Accountant to support our Business Office. Reporting to the Controller, this role handles the day-to-day operations of accounting for the school, ensuring the accuracy, completeness, and integrity of our financial data. This is a great opportunity for a diligent accounting professional who wants to grow their skills in a collaborative environment that values financial transparency and compliance — while working independently within established procedures and deadlines.

This is a full-time, exempt, 12-month position based in our Business Office/Administration department.
What We Offer

• Competitive salary and full benefits, including medical, dental, and vision coverage
• 403(b) retirement plan
• Reduced-hour workweeks during the summer
• Generous holiday time off

Key Responsibilities

• Journal Entries & Payroll: Prepare journal entries accurately and timely, ensuring proper classification and recording; prepare the payroll journal entry for review; run monthly reports and post corrections as needed.
• Accounts Payable: Process weekly accounts payable, including accurate invoice entry, account coding, and timely vendor payments.
• Student Billing: Manage student billing processes, including invoicing, payment processing, and delinquency reporting, communicating and resolving outstanding balances professionally to maintain up-to-date financial records.
• Receipts & Gifts: Receive, process, and deposit payment receipts and gifts, ensuring accurate application to the General Ledger.
• 1099 Reporting & Contractor Invoicing: Prepare the annual 1099 reporting process and handle invoices for 1099 independent contractors, maintaining the timekeeping system with precise accounting codes.
• Credit Card & Sales Tax Administration: Manage school credit cards and complete monthly reconciliation; complete quarterly sales tax reporting and processing.
• Audit Support: Assist the Controller in preparing for and conducting annual audits, providing necessary financial documentation and schedules of account analysis.
• Ledger Maintenance & Closings: Maintain the General Ledger and all subsidiary ledgers in accordance with GAAP; process month-end and year-end General Ledger closings for investment accounts.
• Development Collaboration: Work with the development team to generate and deliver financial data reports that support fundraising and development initiatives.
• Process Improvement & Policy Maintenance: Help identify opportunities to improve accounting accuracy and efficiency, and maintain comprehensive, up-to-date accounting policies and procedures for the Business Office.

What You'll Need

• Bachelor's degree in Accounting or Finance
• 3+ years of accounting experience with demonstrated advancement in responsibilities
• Solid working knowledge of GAAP
• Proficiency with the Microsoft Office suite and familiarity with comprehensive accounting software systems
• Strong organizational skills and attention to detail
• Ability to organize complex information and present ideas and numbers clearly, in writing and verbally
• Ability to maintain confidentiality and exercise discretion
• Ability to interact and communicate professionally as a team player with parents, students, and colleagues
• Ability to provide documentation verifying authorization to work in the U.S.
• Must pass a criminal background check, reference checks, and drug testing

Nice to Have

• Not-for-profit fund accounting experience
• Experience with the Blackbaud suite of non-profit accounting and fundraising products, or other Enterprise Resource Planning software (e.g., SAP, Oracle, Senior Systems)

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Tired of being three layers removed from the decision-makers? This Controller seat reports directly to ownership – real autonomy, real visibility, real impact.

About the Company
A privately held family of DFW companies spanning real estate, commercial construction, and specialty trades: general contracting, concrete, painting, electrical, and specialty finish work across North Texas.

Why this role stands out

• Direct line to ownership; no committees, no bureaucracy
• Own three standalone entity financials (no consolidations, no covenant complexity)
• Shape the process: QuickBooks Desktop ? Online modernization on the horizon
• 100% Dallas-Fort Worth, no travel or job-site visits
• Close-knit, straight-talking construction culture

What You'll Do

• Own month-end/year-end close, financial statements, variance analysis, and cash flow projections for 3 entities
• Manage intercompany transactions, including payroll funding/reimbursement flows
• Drive job costing and profitability analysis; flag margin erosion early
• Oversee enterprise cash flow, AP/AR, and rolling forecasts
• Manage payroll/benefits administration and compliance
• Handle sales/use tax, licensing, and insurance coordination; primary contact for CPA firm, brokers, and bonding agents
• Lead a small team (accounting manager + staff accountants)

What You Bring

• Bachelor's in Accounting/Finance/Business preferred (equivalent experience considered); CPA/CMA a plus
• 5–7+ years progressive accounting experience, incl. 3–5 years as Controller/Accounting Manager in construction, contracting, or field services
• Strong job costing and construction cash flow expertise
• Multi-entity/intercompany experience
• QuickBooks proficiency (Procore a plus); advanced Excel
• Confident communicator, self-starter

To Apply for this Job Click Here

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A rapidly growing leader in Georgetown, Texas at the intersection of manufacturing, technology, and integration services is searching for an experienced HR Business Partner to join their team. This innovative company is redefining how complex operations are delivered for global clients, and they are building a culture that prizes collaboration, inclusion, and continuous improvement. With strong investment in growth and market expansion, this is an exciting chance to shape people strategy and have a direct impact on organizational success.

Why This Role?

• Influential Role: Directly advise senior leaders and drive HR strategies that align with ambitious business goals.
• Growth-Focused Environment: Be at the heart of change, managing employee relations, performance, and system implementations.
• Development Path: Prepare to propel your career towards a CHRO role with opportunities to lead and innovate within HR processes.
• Dynamic Culture: Join a team committed to inclusivity, continuous improvement, and excellence.

What You’ll Do:

• Act as a strategic partner to the leadership team, delivering insights that align HR initiatives with business objectives.
• Lead efforts in employee relations and navigate complex challenges with tact and professionalism.
• Coach managers, enhance performance management practices, and promote employee development.
• Innovate with AI-driven HR tools to enhance efficiencies and improve the employee experience.
• Ensure compliance with employment laws and champion diverse, inclusive workplace strategies.

What You Bring:

• Bachelor’s degree in HR or related field, with a Master’s preferred; SPC or SPHR is required.
• 8-10 years of progressive HR experience, specifically in manufacturing or tech-integrated environments.
• Demonstrated skill in influencing cross-functional teams and stakeholder collaboration.
• Strong analytical mindset, utilizing data to drive HR decisions.
• A proactive approach to embracing innovative HR solutions.

Ready to make your mark? If you’re passionate about contributing to a forward-thinking organization and are eager to explore this role further, we’d love to have a conversation with you. Apply today to start the journey towards transforming HR strategy and driving growth.

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 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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Our client is an innovative, rapidly growing company at the forefront of sustainable building solutions, transforming the way the industry approaches high-performance construction. Their plant located just outside Vancouver, BC is a pivotal operation within a mission-driven organization that values innovation, collaboration, and operational excellence. As part of their growth journey, they are seeking a dynamic VP of Operations to elevate the company to world-class manufacturing standards.
Position Overview
The successful candidate will step into an environment with an experienced team already in place across engineering and design, production, and procurement. The mandate: to inspire and uplevel this team through the introduction of KPIs, streamlined procedures, and best-in-class operational processes.
Currently, the environment is fast-moving but unstructured. The right leader for this role will implement structure, discipline, and scalable continuous improvement—while maintaining and building upon the positive momentum and culture that already exists. Strong people skills, a proven record of operational transformation, and a passion for team development are critical success factors.
Key Responsibilities

• Develop, implement, and oversee processes and procedures to drive plant efficiency, quality, safety, and profitability.
• Benchmark plant performance and operations against industry-leading standards; identify and pursue high-impact process improvements.
• Inspire, mentor, and grow a talented team in engineering, sales support, and product delivery, fostering accountability and a high-performance culture.
• Set the standard for professionalism, communication, and continuous improvement.
• Champion transformational change as the plant moves from an unstructured to a highly disciplined, world-class manufacturing environment.
• Secure buy-in at all levels for newly implemented systems and processes, ensuring effective rollout and adoption.
• Align daily operations with corporate vision and goals, collaborating cross-functionally with other senior leaders.
• Lead operational planning and reviews, leveraging data and KPIs to drive improvement and decision-making.
• Establish and track meaningful metrics for production, quality, delivery, and team performance.
• Report on progress regularly and proactively identify and address any operational gaps.
• Oversee logistics and procurement to ensure a smooth plant operations while keeping costs in line.

Ideal Experience & Qualifications

• At least 10 years of operational leadership experience in manufacturing or a similar industrial environment, preferably through a period of high growth transformation.
• Experience managing or working closely with engineers is required.
• Demonstrated success implementing operational KPIs, scalable systems, and structured processes.
• Strong aptitude and passion for developing people and building empowered, high-functioning teams.
• Outstanding communication and interpersonal skills; skilled at influencing and inspiring teams at all levels.
• Experience with Lean, Six Sigma, or other continuous improvement methodologies.
• Hands-on, approachable, and pragmatic leadership style.
• High EQ
• Bachelor’s degree in Engineering, Operations Management, Business, or similar; advanced degrees or certifications are assets.

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This isn't a “get coffee and answer emails” role. From day one, you'll work alongside experienced sales professionals on real deals — learning how complex, high-value sales get done in one of the most dynamic industries in the world.

The path is real. You'll start by supporting opportunities and move toward owning them — building your own customer relationships, contributing to revenue, and stepping into a full sales or account management seat. They invest in your growth because your success is their success.

What You'll Do
Serve as the connective tissue between sales, engineering, operations, and customers — keeping deals moving and relationships strong.

• Own meeting follow-up: notes, action items, emails, scheduling — you keep the momentum going – all while learning the business
• Coordinate across teams to keep opportunities aligned and on track
• Manage CRM data and pipeline visibility so nothing falls through the cracks
• Support proposal development by gathering technical inputs, pricing, and vendor quotes
• Build sales presentations, customer briefing materials, and meeting summaries
• Analyze market and customer data to sharpen sales strategy
• Track vendor RFQs, timelines, and commitments
• Help coordinate customer visits, trade shows, and industry events
• Spot process gaps and help fix them

What You Bring

• 2+ years of experience in a professional setting
• Sharp organizational skills and strong attention to detail
• Clear, confident written and verbal communication
• Analytical mindset — you're curious about data, markets, and what drives customer decisions
• Ability to juggle multiple priorities without dropping the ball
• Genuine interest in aerospace, aviation, technical products, or manufacturing environments
• Bonus: experience in sales, BD, operations, or project coordination; familiarity with CRM tools or Excel

If you're looking for a role where you can learn the business, build commercial skills, and grow into a full sales position, 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 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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We are privileged to be working with a client in the healthcare industry that is seeking to hire a Vice President of Finance Practice & CFO to their leadership team. This is a strong company committed to innovation, integrity, and continual growth! They provide one of the highest-quality single medical specialty practices in the country and have a presence in 12 states. You could join their Florida team which is currently operating in a hybrid work environment. Want to learn more?

As the Vice President of Finance Practice & CFO you will lead and run the practice operations finance function for the Florida region totaling $400 million in revenues. You will be a strategic advisor and business partner to the SVP, Operations, as well as the broader practice leadership team and Clinical Governance Board (CGB).

In addition, you will

• Actively participate in the development and implementation of the strategic plan to advance the practice’s growth and profitability. Provide mentorship and assistance to operations in identifying key drivers to their financial and operating success.
• Partner with the SVP and CGB to inform the partner physicians of finance activities and strategic direction.
• Support the leaders in design and execution in achieving EBITDA growth objectives.
• Manage multiple partner compensation plans and collaborate with the Finance Committee and CGB to model and analyze modifications.
• Drive operational excellence in financial systems and controls by optimally presenting and providing transparent reporting and planning and ensuring accurate reporting of financial documents.

We are seeking someone who has a bachelor’s degree in business administration. An MBA and/or CPA certification is highly preferred. You will also have at least 10 years of overall experience and 5 years in financial management within a healthcare company. Experience with physician compensation is highly preferred. You should be someone with an established track record of success in roles with growing responsibility and have consistent record to lead ground-breaking change.

If you join this excellent team, then can have the opportunity to grow into additional senior level roles! You will also receive strong company benefits, 401k and company performance-based bonus opportunity.

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 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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As Program Director, Talent Development, you’ll shape how thousands of employees grow, advance, and thrive — at one of the nation’s most respected and mission-driven healthcare organizations.

This isn’t a maintenance role. It’s a builder role.

Our client is one of the largest and most celebrated pediatric health systems in the country — an organization where the mission isn’t a tagline, it’s the reason people come to work every day. This newly elevated role gives you the scope and the mandate to genuinely move the needle: owning performance management, succession planning, and the launch of an enterprise-wide mentoring program, all from strategy through execution. Reporting to the Sr. Director of Talent Development & Learning, you’ll partner with HR leadership and business leaders across the enterprise to build programs that last.

What you’ll do

• Lead the annual performance review process (PEAC), including goal setting, skills assessments, and year-end evaluations
• Drive quarterly talent reviews and succession planning with leadership teams, identifying high-potential employees for development
• Design and launch a structured, enterprise-wide mentoring program — from framework to culture
• Build career pathing and internal mobility frameworks that help employees see — and reach — their next step
• Analyze engagement and performance data to surface trends and present insights to senior HR leadership
• Guide and coach managers on performance best practices, feedback, and development planning
• Collaborate with HR and the Learning & Leadership Innovation COE to implement innovative career advancement initiatives

What you’ll bring

• 5+ years in corporate learning & development; 3+ years in a leadership capacity
• Deep, hands-on experience with performance cycles, talent calibrations, and succession planning
• Proven experience launching or scaling a mentorship or career development program
• Familiarity with career pathing frameworks
• Strong facilitation, communication, and stakeholder management skills at all levels
• Bachelor’s degree required; graduate degree or L&D/talent certification a plus
• Comfort navigating HRIS and talent platforms (experience with Phenom a plus); a project management mindset

Why consider this opportunity

This organization is nationally recognized for clinical excellence — and equally serious about the people behind that care. You’ll join an HR team that has executive sponsorship, the resources to execute, and a genuine belief that talent development is mission-critical. Comprehensive benefits, competitive compensation, and the kind of organizational culture where your work will be seen and valued.

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You know the difference between a leadership program that changes how people manage and one that just fills a calendar.

If you’ve spent years building and running leadership development that actually sticks, this is worth a look. A nationally ranked pediatric health system in North Texas is adding a newly created Manager of Learning & Development role to lead their facilitator team and drive the leadership development portfolio. You’d be joining an established function with real programs and real reach — reporting to a Sr. Director who thinks deeply about this work — with the scope and executive visibility to make a genuine impact. And the mission isn’t hard to get behind.

What you’d be doing

• Leading a team of leadership facilitators — daily operations, hiring, onboarding, coaching, and performance management to build a capable and scalable delivery team.
• Managing the leadership development portfolio end to end — keeping programs aligned to the CPO’s people priorities, maintaining high standards for all learning materials, and continuously refining based on evaluation data, feedback, and performance metrics.
• Identifying and managing vendor and tool partnerships — sourcing and implementing the right assessments, external curricula, and AI-enabled learning solutions; managing those relationships and ensuring financial investments are sound and budgeted.
• Partnering with the Sr. Director on measurement strategy — helping define how success gets measured, piloting new learning methods including personalized journeys and AI-enabled solutions, so leadership development shows up in business outcomes, not just completion rates.
• Collaborating across the broader HR function — close day-to-day partnership with Instructional Design, the Talent team, and HR Business Partners to make sure leadership programs connect to succession, talent reviews, and what the business actually needs.

What you bring

• 5+ years in leadership development and program implementation.
• 3+ years designing and delivering leadership development curriculum.
• A track record of building and leading high-performing teams.
• Comfort with measurement — evaluation data, performance metrics, the whole loop.
• A bachelor’s degree in Education, Instructional Design, Organizational Development, HR, or Business.
• Graduate work in Organizational Development or Organizational Behavior is a plus.
• Certification in leadership facilitation tools (Franklin Covey, DDI, or similar) is a plus.
• Healthcare or complex regulated industry experience is a plus.

Why this one is worth a conversation

• A newly created role with real reach. You’d be stepping into an established function and a newly created seat with genuine scope — room to shape how the work gets done, not just maintain what’s already there.
• Executive sponsorship that’s real. This work has visibility and backing from the CPO down. Your programs will be seen and felt.
• Based in DFW, working hybrid. This role is hybrid and requires you to live in the Dallas–Fort Worth area. You’ll have flexibility in your schedule with regular time in the office.
• A mission that’s hard to argue with. Healthcare, including pediatric care, across North Texas.
• Competitive total rewards. Competitive base salary, full benefits, retirement match, and generous PTO.

If this sounds like the right next step, or you’d simply like to learn more, we’d love to hear from you- apply now.

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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