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Private AccountantHire Up Staffing & Healthcare • Dallas, TX
Private Accountant

Private Accountant

Hire Up Staffing & Healthcare • Dallas, TX
30+ days ago
Job type
  • Full-time
Job description
Now Hiring: Private Accountant
Dallas, TX
Full-Time Opportunity
$28 per hour

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.

#NowHiring #PrivateWealthAccountant #AccountingJobs #DallasJobs #DFWJobs
#FinanceCareers #FullTimeJobs #HiringInDallas #WealthManagement #CareerOpportunity


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Private Accountant • Dallas, TX

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