• Staff/Sr. Accountant

    Robert Half Finance & Accounting (Dallas, TX)


    Description

    We are looking for Staff Tax Accountant to join our Family Office in Dallas, Texas. This role will focus on managing financial processes for multiple entities, ensuring accuracy, efficiency, and compliance. The ideal candidate will bring a strong attention to detail and an ability to handle diverse accounting tasks in a dynamic environment. Duties include the following:

     

    + Assist with preparing workpapers and supporting schedules for federal and state income tax returns for family office entities, individuals, and gift tax

    + Track and organize incoming K-1s and other tax documents, noting missing items and assisting with follow-up

    + Help prepare quarterly tax estimates and basic taxable income projections for family members and entities using Excel-based models

    + Support month-end and quarter-end close for assigned entities, including journal entries, accruals, and balance sheet reconciliations

    + Assist with preparing monthly and quarterly financial statements and related support for family office entities and individuals

    + Support the bill payment process, including coding invoices, preparing payment batches, and assisting with wire transfers

    + Help with intercompany billings, including allocated payroll, rent, and G& A between related entities

    + Prepare bank and credit card reconciliations for assigned entities and monitor cash activity for upcoming obligations

    + Maintain and update fixed asset schedules and other supporting ledgers as needed

    + Provide accounting and financial information requested by senior tax and accounting team members for tax filings, audits, and special projects

    + Assist with documentation of processes and participate in system and process improvement initiatives as the family office upgrades and automates tools

    + General support to the tax and accounting needs of the family office, including ad hoc projects and analyses

     

    If interested in being considered for this role that offers a fantastic culture, 1st class office environment and exceptional benefits, please email a resume to Liz Noyes at Robert Half via Linked In.

    Requirements

    + Bachelors in Accounting with 2+ years of tax accounting experience

    + Experience in public accounting is a plus

    + Experience with O& G tax or HNW tax is a plus

    + Exposure to partnership accounting or partnership tax

    + Strong analytical and problem-solving skills

    + Strong communication skills and ability to work on a team

    + Flexibility in approach to role, and willingness to take on projects or shift responsibilities as needed

    + CPA license or candidate preferred

    Software Skills:

    + Strong MS Excel skills required

    + Intuit QuickBooks experience preferred (or similar general ledger system)

    + Experience with Bill.com, Ramp, or similar tools is a plus

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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