Senior Accountant
Matter Family Office•Dallas, TX
•$80,000 - $100,000
About The Position
The Senior Accountant owns the day-to-day financial relationship for a portfolio of Matter families and their related entities. This client-facing role reviews the work of Staff Accountants, coordinates with outside legal, financial, and tax professionals, and escalates complex or sensitive matters to the Accounting Manager. It suits someone who catches errors before anyone else, thrives in a fast-paced, deadline-driven environment, and wants to help develop a growing team.
Requirements
- Bachelor's degree in accounting or a related field
- 4+ years of accounting experience
- 3+ years with QuickBooks Online and Bill.com
- Proven bookkeeping mastery and the ability to review and correct others' work
- Intermediate to advanced knowledge of partnership accounting, book vs. tax, and estate-planning mechanisms
- Understanding of what CPAs need for quarterly estimates and accurate tax returns
- Experience managing family finances, including budgeting, bill pay, and cash flow
- Confident client communicator who is detail-oriented, organized, and self-directed
- Proven discretion with sensitive and confidential information
- Proficiency with Microsoft Office and Mac-based hardware and software
Nice To Haves
- CPA (or progress toward it) preferred
Responsibilities
- Serve as the primary point of contact for an assigned book of client families, handling routine bill-pay and reporting requests
- Review financial statements (P&L, balance sheet, net worth) and bookkeeping prepared by Staff Accountants before publication
- Review and, where needed, execute accounts payable and payroll
- Own budget-vs-actual analysis and contribute to budgeting and forecasting
- Participate in Matter's monthly peer-review and internal-audit process
- Coordinate with vendors, banks, accountants, attorneys, and financial advisors
- Mentor and guide Staff Accountants
- Prepare reports and follow-up items for client meetings
Benefits
- medical and dental plans with HSA/FSA options
- employer-paid disability and life insurance
- a 401(k) with employer match
- 10 paid holidays plus competitive vacation and sick leave
- continuing education
- career growth
- community involvement
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
