Description

Description

We are looking for a highly discreet and detail-focused Family Office Controller to oversee personal and entity-level financial operations in Dallas, Texas. This position plays a key role in keeping day-to-day accounting accurate, organized, and responsive while supporting informed decision-making for the principal and trusted advisors. The successful candidate will be comfortable operating in a private, service-oriented environment where precision, sound judgment, and collaboration are essential.

Responsibilities:
• Direct accounting activities across personal accounts and related entities, including payables, receivables, reconciliations, and ledger accuracy.
• Administer recurring and non-routine payments for household and business-related obligations, ensuring deadlines and documentation standards are consistently met.
• Review and classify frequent personal, household, and travel expenditures in coordination with support staff to confirm receipts and backup records are complete.
• Track liquidity needs and upcoming commitments to help maintain appropriate cash availability for near-term personal and business expenses.
• Compile accurate monthly financial information for internal stakeholders and outside advisors to support planning, reporting, and tax coordination.
• Convert detailed accounting records into concise updates and easy-to-understand summaries for the principal and cross-functional partners.
• Prepare monthly reporting packages that highlight actual spending, budget alignment, and notable variances requiring attention.
• Maintain organized financial files and supporting documentation to enable efficient year-end tax preparation and interactions with external professionals.
• Support administration of insurance renewals, property tax obligations, and other compliance-related financial matters.

Requirements

• At least 5 years of accounting experience, including responsibility for full-cycle accounting activities.
• Prior experience in a family office environment or within a firm serving high-net-worth individuals.
• Strong working knowledge of QuickBooks and Excel, with added value placed on familiarity with bill payment and expense management platforms.
• Bachelor's degree in Accounting, Finance, or a related discipline.
• Demonstrated ability to handle confidential financial information with exceptional discretion and professionalism.
• Proven skill in identifying issues, researching underlying causes, and resolving discrepancies independently.
• Clear communication skills with the ability to explain financial information to non-financial stakeholders.
• High level of accuracy, organization, and adaptability in a fast-moving, detail-sensitive setting.

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.

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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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