Senior Accountant

  • Location
    Carrollton, Texas
  • Category:
    Accounting & Finance - Accountant - Financial
  • Job Type:
    Direct Hire
  • Job reference:

Parker+Lynch is working with a boutique wealth management firm in the Dallas area that is adding a Senior Family Office Accountant to their team. This company works with high net-worth individuals and their families, and they are looking for someone that has either industry of public accounting  experience. The company pays above market salaries, they offer great benefits, and they are working in a hybrid fashion (in-office and work from home). The ideal candidate has previous Family Office experience, fund accounting experience, or experience as a tax accountant working with high net-worth individuals.


  • Help prepare/review monthly/quarterly financial statements
  • Coordinate with third party vendors to help complete audit and tax requirements
  • Manage cash operations including forecasting, liquidity analysis, and debt compliance
  • Review monthly cash reconciliation and G/Ls
  • Process wires and bill payments
  • Prepare and/or review documentation and process investment funding
  • Provide analytical and administrative support to the client team, as requested
  • Assist in preparation fund reporting requirements, as needed

  • Bachelor’s degree in accounting or finance, CPA preferred
  • 2+ years experience in public accounting and/or financial services experience

  • Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records