Family Office Controller Job at Robert Half (Dallas)

Senior Accountant - Family Office

We are looking for an experienced audit and accounting specialist to join our te...

Location

United States , Wilkes-Barre

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting or a related field is required
At least 3 years of experience in audit, public accounting, or corporate accounting environments
Strong understanding of internal controls, compliance requirements, risk assessment practices, and audit standards
Ability to analyze financial information, identify control gaps, and develop actionable recommendations
Effective written and verbal communication skills, including the ability to present findings to management
Proficiency with accounting or audit software and Microsoft Office applications
Strong organizational skills with the ability to manage multiple priorities and meet deadlines
CPA or related certification is preferred

Job Responsibility

Lead reviews of financial records, operating procedures, compliance activities, and control environments to identify issues and improvement opportunities
Design audit plans, testing approaches, and supporting procedures based on risk exposure and engagement objectives
Assess the effectiveness of internal controls and recommend practical enhancements to improve accuracy, accountability, and operational reliability
Present audit results to management through clear reports and discussions that outline observations, root causes, and recommended actions
Partner with business leaders to track remediation efforts and confirm that agreed-upon corrective measures are completed effectively
Contribute to enterprise risk assessment activities by identifying emerging concerns and helping prioritize audit focus areas
Support fraud prevention and asset protection efforts by helping establish safeguards and participating in investigations when concerns arise
Review accounting documentation and workflow processes to verify compliance with applicable laws, regulations, and internal policies
Help refine audit practices and provide guidance to staff on internal control expectations, documentation standards, and audit-related procedures

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Family Office Accounting Manager

We are looking for an experienced Family Office Accounting Manager to lead and o...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Minimum of 5 years of experience in financial administration, accounting, or a related role
At least 1–3 years of supervisory or team leadership experience, formal or informal
Proficiency with personal accounting software such as QuickBooks, Sage Intacct, or Bill.com
Strong knowledge of bookkeeping and accounts payable/receivable principles
Proven ability to handle complex financial transactions and reporting across multiple entities
Excellent analytical skills with a keen eye for detail and accuracy
Exceptional communication skills, both written and verbal, with the ability to clearly explain financial information to clients

Job Responsibility

Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time
Coordinate workload planning and prioritization across team members and client assignments
Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting
Drive process improvement initiatives to enhance efficiency, quality control, and consistency
Implement and optimize accounting software to improve workflows, data accuracy, and automation
Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting
Prepare and review cash flow reports, financial statements, and budgets for clients and related entities
Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances
Review team outputs for accuracy and adherence to established procedures, ensuring quality control
Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Controller/VP Controller - Fund Accounting/Family Office

Location

United States , Burlingame

Salary:

200000.00 - 250000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, accounting, or finance
Public/private mix, CPA preferred
Family Office or Fund Accounting experience
Experience working with auditors and fund administrators required
Strong analytical skills, attention to detail, and accuracy
Must possess expertise in 3M
Proficient in using Accounting Software Systems
Experience with ADP - Financial Services is necessary
Proficient in CRM
Knowledge of Crystal Reports is required

Job Responsibility

Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting
Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds
Maintain the general ledgers and accounting entries for the Family and their investment portfolio
Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family
Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships
Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions
Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required
Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department
Preparation of quarterly performance track record reporting
Liaise with external auditors and manage the annual audit process for the fund(s)

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

LATAM Markets Direct Access (MDA) Specialist

Citi Wealth Investment Solutions delivers holistic investment advice, harnessing...

Location

United States , New York

Salary:

95040.00 USD / Year

Citi

Expiration Date

July 02, 2026

Requirements

10+ years of experience in institutional sales or relationship management
Fluency in English is required
proficiency in Spanish and/or Portuguese is strongly preferred
Expert knowledge of products and capabilities across asset classes, including: Cash trading, derivatives, QIS, and Actively Managed Certificates (AMCs)
Prime brokerage, financing, credit extension, and structuring
Proven experience working with Family Offices and navigating institutional suitability requirements
Exceptional analytical, interpersonal, and communication skills (written, verbal, and listening)
Demonstrated history of strong sales and pipeline management
detail-oriented and organized
Bachelor’s degree required

Job Responsibility

Client Growth & Relationship Management: Identify and build relationships with key decision-makers at professional Ultra-High Net Worth firms and Family Offices
Drive the growth of the LATAM client base by expanding accounts and increasing revenue
Internal Partnership: Collaborate with Private Banking team leaders, Investment Counselors, and other internal partners to present a unified and comprehensive view of Citi’s capabilities
Source and integrate new institutional products and services to meet client needs
Risk & Compliance Oversight: Partner with Risk, Credit, and Legal teams to establish and maintain robust operational procedures
Ensure all client referrals and activities adhere to suitability, appropriateness, and regulatory standards
Uphold the firm's reputation by applying sound ethical judgment and escalating any control issues with transparency
Appropriately assess risk in all business decisions, safeguarding the firm, its clients, and its assets

What we offer

discretionary and formulaic incentive and retention awards
medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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New

Assistant Director of Admissions, Transfer Application Review

Under the general supervision of the Associate Director of Admissions, the Assis...

Location

United States , La Jolla

Salary:

90000.00 - 111300.00 USD / Year

UC San Diego

Expiration Date

July 08, 2026

Requirements

Experience conducting independent and unsupervised individual evaluations and assessments, and providing admission counseling for pre-admission applicants who have been admitted, deferred, or currently registered, high school and community college counselors, college advisors, directors of advising, military recruiters, and others
Advanced and comprehensive knowledge of academic programs, including curricula, admissions requirements, and financial aid programs, at colleges / universities and specifically at UC. Knowledge of global issues as they pertain to transfer students pursuing higher education in the United States
Expert knowledge of federal data privacy policies (such as FERPA) and records retention mandates, with the ability to rapidly interpret complex institutional policies (such as UCOP and UCSD regulations). Demonstrated ability to establish, audit, and enforce processing protocols that ensure total data integrity and the secure handling of official student transcripts and coursework validation
Advanced knowledge of tertiary-level foreign credentials, secondary school records, study abroad programs and policies, and the knowledge of major educational systems of the world. Demonstrated experience researching, analyzing and interpreting documents from foreign educational systems, including transcripts, grading systems and curricula. Proven ability to recognize inconsistencies in academic records, specifically in the areas of falsification, duplication of course content and repetition
Advanced knowledge and understanding of UC, and the ability to interpret and communicate policies and procedures to prospective students and the public. Knowledge of University policies and procedures relating to the Registrar, financial aid, student affairs, academic departments and Colleges. Proven ability to provide expert advice on transfer admissions to other admissions staff, students, parents, high school and college counselors, and the general public
Advanced knowledge of project management, including program design, implementation, and evaluation. Knowledge of human resources management policies with the ability to monitor, evaluate, and document human resources issues and performance. Ability to manage budgets, provide accurate accounting of expenditures, analyze and interpret reports, and formulate recommendations. Ability to analyze data, including return on investment, to assess the efficacy of evaluation, outreach, and recruitment programs
Advanced knowledge and experience working with a diverse student population. Ability to interact effectively with a diverse group of staff on campus, and off-campus counselors, administrators, multicultural and non-traditional students populations
Proven skill to independently plan, monitor, and evaluate high-volume processing workflows and staff performance. Demonstrated ability to utilize specialized tracking tools to identify operational gaps, target inefficiencies, and implement process adjustments that ensure productivity and business continuity
Advanced ability to establish and maintain cooperative relationships with schools, universities, community organizations, and other institutions
Advanced ability to develop recruitment programs and design effective materials. Ability to organize, plan, and implement information, outreach, and recruitment programs for transfer students, counselors, and parents

Job Responsibility

Responsible for planning, design, and implementation of all activities related to the review of transfer applications, processing of transcripts and test scores, validation of student records and awarding academic credit for coursework from two and four year institutions and exams
Implementing training and certification along with quality control measures
Oversee the day-to-day operations, monitor progress and make recommendations on program improvements
Train, supervise, and determine the goals and expectations of subordinates responsible for executing tasks associated with reviewing undergraduate applications for admission
Recruiting, hiring, and training a team of temporary data entry support staff, student assistants, and external application reviewers
Implementing policies that directly affect subordinate staff
Participate in the development and implementation of complex policies and procedures
Maintain knowledge of industry best practices
Represent the Office of Admissions in meetings and committees
Counsel and advise the public on admission-related issues

Fulltime

New

Controller

Our client is a well-established family office overseeing a diversified portfoli...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of accounting experience in a multi-entity environment Family office
Strong general ledger and reconciliation expertise

Job Responsibility

Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting
Review and analyze financial statements prior to submission to external CPAs
Support tax compliance and planning, including reviewing returns prepared externally
Collaborate with internal stakeholders to address the financial and operational needs of multiple entities
Oversee accounting for specialized portfolio industries, including real estate and niche operations

What we offer

competitive compensation
comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits)
hybrid schedule
minimal overtime
exposure to varied industries
professional development opportunities
supportive, low-turnover environment

Fulltime

New

Senior Student Success Manager

The Senior Student Success Manager is responsible for managing high-value studen...

Location

United Kingdom , London

Salary:

42000.00 - 48000.00 GBP / Year

Blue Education

Expiration Date

Until further notice

Requirements

Bachelor's degree or above
Excellent written and spoken English
3–6+ years of relevant experience in education services, student support, client success, account management, admissions consulting, tutoring operations, premium hospitality, private client services or a similar high-touch client-facing role
Proven ability to manage demanding clients, parents or stakeholders with calmness, clarity and professionalism
Strong written communication skills, with the ability to produce clear, polished and sensitive client updates
Excellent organisation, attention to detail and follow-through
Ability to manage multiple students, families and internal stakeholders at the same time
Strong problem-solving skills and good judgement when handling sensitive or high-pressure situations
Commercial awareness around client satisfaction, retention, renewals and long-term relationship building
Genuine passion for education, student development and high-quality service

Job Responsibility

Own and manage a portfolio of student and family relationships, ensuring a consistently high-quality experience
Oversee student progress, tutoring schedules, learning plans, academic outcomes and parent communication
Support high-quality service delivery during weekends where required
Lead regular progress reviews with students, parents, tutors and internal consultants
Identify student risks early, including low engagement, academic underperformance, tutor mismatch, missed work, parent dissatisfaction or unclear goals
Create and communicate clear action plans to improve student progress and client satisfaction
Handle complex parent concerns, complaints and service recovery conversations with professionalism
Support retention, renewals and long-term client relationships through excellent service delivery
Work with consultants and tutors to refine student learning plans based on feedback, performance and family expectations
Ensure student records, communication logs, action trackers and service notes are accurate and up to date

Fulltime

New

Nurse Practitioner (FNP or ACNP) - Diabetes

We are the Adult Critical Care Unit, with 28- 36 beds which includes cardiac tho...

Location

United States , Tucson

Salary:

Not provided

Tucson Medical Center

Expiration Date

Until further notice

Requirements

Master’s degree in Nursing or related area, or an equivalent combination of relevant education and experience
Five (5) years of related experience, preferably in an intensive care (ICU) setting
National certification as a Nurse Practitioner or must be National Certification as a Nurse Practitioner eligible, must become credentialed at TMC through the Professional Staffing Office prior to appointment
Must have and maintain a current Arizona state license as a Registered Nurse and Nurse Practitioner including prescriptive authority
Must obtain and maintain a current Federal Drug Enforcement Agency License for prescribing controlled substances
Must obtain and maintain current certification in Basic and Advanced Cardiac Life Support
for Mental Health only Crisis Prevention Instruction (CPI) required

Job Responsibility

Initiates patient admissions and collects health, illness psychosocial, and family history from patients
provides initial care of emergencies
Performs physical examinations, and orders appropriate diagnostic tests
Records patient’s health information, performs periodic health evaluations, and establishes/records care plans
evaluates care plans, monitors and records progress, and makes modifications accordingly
Determines normal and abnormal findings on patient history, physical examination, diagnostic tests
initiates referral and consultation when appropriate
Consults and collaborates with members of the health care team in the assessment and management of health care problems
functions as a liaison between physicians, nursing, technologists and area support staff
Prescribes, regulates, and adjusts medications including over the counter medications and treatments

Fulltime

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Family Office Controller

Job Description

Job Responsibility

Requirements

What we offer

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