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Dallas, TX 75225

Posted: 04/10/2024 Job Number: 122840 Location: Dallas, TX Type: Full-Time

Job Description

High Profile has partnered with our client to find a Controller, responsible for providing comprehensive financial management services to a multi-asset, multi-individual family ownership. Reporting directly to the Chief Financial Officer, you will design, execute, and maintain accounting, reporting, tax, estate, philanthropic, and financial planning services.
**Key Responsibilities**:- Develop and maintain accounting, performance reporting, and benchmarking tools for diversified investment portfolios, income-producing real estate, family ventures, and trust/estate planning entities.- Provide summarized reports and periodic communication packets to ownership.- Organize financial reports and create universal reporting resources.- Coordinate with tax accountants and investment managers for timely tax filing and record-keeping.- Define and document accounting policies and record-keeping procedures.- Prepare and maintain personal financial statements for individual owners.

Job Requirements

- Bachelor’s degree or higher in accounting or related field.
- 5+ years of proven accounting experience.
- CPA or professional accounting certification is preferred.
- Prior experience working with or for a family office is highly valued.
- Experience in building forecasting and investment models.

Meet Your Recruiter

Tiffany Willis, MBA, CSP
Sr. Talent Acquisition Consultant | Accounting & Finance

Joined High Profile in 2017

Tiffany was born and raised in the natural state of Arkansas.  She earned her Bachelor of Business Administration in Finance from the University of Central Arkansas.  After college, she completed Military Police training in the Army National Guard before relocating to Dallas to begin her seven-year career in Accounting and Finance while simultaneously obtaining her Master of Business Administration degree.  Tiffany serves on the Board of Directors for the Women’s Finance Exchange of Dallas where she oversees Programs.  She has also obtained her Certified Staffing Professional (CSP) certification.  She has a natural devotion to people and feels fortunate to be in a position as a recruiter to assist people every day.

Outside of work, she loves spending time with her husband and beautiful daughters. She also enjoys traveling, reading, and hosting game nights with family and friends.

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