Private Accountant

Private Accountant

We are partnering with a well-established firm in Dallas to find a detail-oriented and client-focused Private Accountant to support high-net-worth individuals and families. This role blends accounting, financial reporting, tax coordination, and relationship management—ideal for someone who enjoys both numbers and trusted client interaction.

What You'll Do

• Manage and reconcile personal, trust, and investment accounts
• Prepare net worth statements, cash flow reports, and financial summaries
• Track income from investments, real estate, and business interests
• Coordinate tax planning and filings for individuals, trusts, and entities
• Monitor capital gains, estimated taxes, and tax-efficient strategies
• Support trust and estate accounting activities
• Oversee cash management, bill pay, and budgeting needs
• Act as a liaison between clients, CPAs, financial advisors, and attorneys
• Maintain accurate records with strict confidentiality

What We're Looking For

• Bachelor's degree in Accounting, Finance, or related field
• 3+ years of accounting experience (private wealth, family office, trust, or public accounting preferred)
• Strong understanding of individual and trust accounting principles
• High attention to detail and discretion
• Strong communication and client service skills
• Proficiency in accounting software and Excel

If you are interested, please click to apply.