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Family Office Controller

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Robert Half

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Location:
United States , Dallas

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Category:
IT - Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job 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.

Job Responsibility:

  • 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
What we offer:
  • Medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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