Senior Accountant (Family Office), Fort Worth

A growing and highly entrepreneurial single-family office in Fort Worth is seeking a Senior Accountant to join its lean, high-impact finance team. This position offers unique exposure to investment accounting, family office operations, real estate, alternative investments, and strategic decision-making while working directly with executive leadership and family principals.

• Opportunity to join a sophisticated family office overseeing investments across real estate, development, ranching/agriculture, and legacy oil & gas interests
• High-visibility role with direct exposure to the CFO, CEO/General Counsel, and family principals
• Blend of accounting, financial analysis, investment reporting, and process improvement
• Opportunity to help lead a major system implementation and operational transformation initiative
• Entrepreneurial environment where employees are encouraged to contribute beyond traditional accounting responsibilities
• Long-term growth potential, including the opportunity to build and mentor future accounting staff

• Perform accounting and financial reporting activities across a complex organizational structure consisting of more than 100 entities
• Analyze general ledger activity and communicate financial trends and business drivers to leadership
• Assist with treasury management, investment reporting, and asset allocation analysis
• Track alternative investments through capital statements and investment manager reports
• Prepare monthly financial reporting packages and operating summaries
• Assist with quarterly budgeting, forecasting, and variance analysis
• Review expense requests and ensure adherence to established policies and procedures
• Support annual tax preparation by collecting, organizing, and analyzing required documentation
• Participate in a major accounting system implementation and process improvement initiative
• Collaborate with service providers to maintain timely and accurate financial records
• Provide ad hoc reporting and analysis to support investment and business decisions
• Contribute to a strong controls environment focused on accuracy, accountability, and documentation

• Bachelor's degree in Accounting, Finance, or a related field
• 2-5+ years of accounting experience, preferably within public accounting
• Experience in family office accounting, investment accounting, fund accounting, or real estate accounting is highly attractive
• CPA designation or CPA-track candidate preferred but not required
• Strong Excel and analytical skills
• Comfortable working in a collaborative environment where flexibility and initiative are highly valued
• Ability to interact professionally with executives, ownership, and external stakeholders
• Willingness to wear multiple hats and assist outside traditional accounting responsibilities when needed