Business Operations Associate

NHR Holdings is a single-family office based in Dallas, Texas. We manage a diverse set of operating companies, investment vehicles, trusts, and real estate holdings. We are seeking an exceptional Business Operations Associate to support core execution functions across accounting operations, tax coordination, legal and entity administration, treasury activities, investment administration, and coordination with external advisors.

This role is central to ensuring accuracy, continuity, and follow-through across multi-entity workflows while contributing to the ongoing build-out and refinement of internal systems, processes, and infrastructure. The work spans multiple business domains and requires comfort operating across a broad set of responsibilities.

The ideal candidate is a mature, execution-oriented professional who thrives in entrepreneurial environments, exercises sound judgment, and can manage a high volume of diverse operational activities with precision and urgency. Resourcefulness, rigor, dependability, and absolute discretion are paramount.

• Manage invoice processing, including intake, review, and routing for approval
• Coordinate with bookkeepers to support month-end and quarter-end close activities, including review, follow-up, and reconciliation of accounts and related items
• Support intercompany transactions, reimbursements, and expense reporting workflows
• Maintain accurate and complete accounting records across entities
• Reconcile bank and vendor statements; monitor recurring payments and subscriptions
• Track accounting-related deadlines, checklists, and deliverables to ensure timely and complete execution across entities

• Prepare wires and ACH transfers for approval
• Retrieve, organize, and maintain bank statements and reports to support ongoing monitoring and reconciliation
• Monitor and reconcile credit card activity; manage month-end balances
• Coordinate with bankers on information requests and account activity inquiries

• Collect and organize year-end tax materials, including K-1s, 1099s, and property tax notices
• Maintain calendars for tax and regulatory filings; coordinate responses to tax firm requests
• Upload financials, schedules, and supporting documents to tax firm portals
• Coordinate with property tax firms on statements, appeals, and related documentation

• Liaise with law firms on entity maintenance and routine legal matters
• Coordinate review, execution, and tracking of standard contracts and agreements; manage contract logs
• Coordinate document execution for the CFO and Principal
• Prepare and file annual reports across multiple entities and jurisdictions; coordinate with registered agents
• Maintain corporate records and compliance documentation
• Coordinate with attorneys, CPAs, bankers, insurance brokers, payroll and benefits partners, and other advisors
• Track service agreements, renewal dates, deliverables, and key documentation
• Maintain organized service provider directories and points of contact

• Track policy renewal dates and maintain organized insurance documentation
• Gather underwriting information and coordinate preparation of insurance applications
• Coordinate with brokers on endorsements, certificates, and policy updates

• Retrieve investment statements and incorporate reported data into internal performance tracking tools to support ongoing monitoring of investment performance
• Coordinate with fund managers to collect due diligence and reporting materials, as needed

• Ensure reliable, accurate, and confidential document repositories are maintained across financial, tax, legal, and operational domains
• Maintain internal dashboards, trackers, and reference schedules; extract data from external portals and prepare summaries for the CFO

• Exceptional attention to detail and commitment to accuracy
• Absolute discretion with confidential and sensitive information
• High initiative and ability to independently assess, prioritize, and execute work…