Senior Accountant

Matter Family Office • Dallas, TX • 1h ago

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Job Description

Do you enjoy being the person clients trust with their day-to-day financial lives? Are you the one who catches the error before anyone else does - and knows how to fix it? Do you thrive in a fast-paced, high-volume, deadline-driven work environment? Matter Family Office is looking for an experienced accounting professional with these qualities who is ready to own client relationships and help develop a growing team.

The Senior Accountant is a key client-facing role in our independent multi-family office, working side by side with internal team members, client vendors, and outside legal, financial, and tax professionals. This role owns the day-to-day relationship for a portfolio of client families and their related entities - serving as the primary point of contact on client email distribution lists - while reviewing the financial statements and bookkeeping prepared by Staff Accountants and escalating complex or sensitive matters to the Accounting Manager.

This includes responsibilities such as:

Serve as the primary day-to-day point of contact for an assigned book of client families, monitoring client email distribution lists and responding to routine, lower-complexity items (bill-pay questions, light reporting requests).

Review financial statements (P&L, Balance Sheet, net worth) and bookkeeping prepared by Staff Accountants for standard clients, ensuring accuracy before publication.

Review and, where needed, execute accounts payable and payroll; confirm timely and accurate processing.

Own budget-vs-actual analysis for assigned clients and contribute to budgeting and forecasting.

Participate in the firm's rolling monthly peer-review and internal-audit process across client entities.

Coordinate with third parties, including vendors, bank representatives, accountants, attorneys, and financial advisors.

Escalate complex, strategic, or sensitive matters to the Accounting Manager with recommended solutions.

Mentor and provide day-to-day guidance to Staff Accountants and support their development.

Assist in client-meeting preparation and follow-up by issuing reports and ensuring relevant tasks are completed.

Complete special projects as requested.

Qualifications

Bachelor's degree in accounting or a related course of study; CPA (or active progress toward it) preferred.

4+ years of accounting experience, including 3+ years with QuickBooks Online and associated apps (Bill.com).

Proven bookkeeping mastery, plus the ability to review and correct the work of others.

Intermediate to advanced understanding of partnership accounting, book vs. tax, and estate-planning mechanisms.

Strong grasp of what CPAs require to calculate quarterly estimated payments and complete timely, accurate tax returns on behalf of clients.

Experience managing individual/family finances, including budgeting, bill pay, loan/investment mechanics, and cash flow.

Ability to perform and review complex cashflow and financial-planning analyses.

Confident, client-facing communicator - able to field day-to-day questions (bill pay, light reporting) directly with clients and coordinate with third parties.

Analytical, detail-oriented, organized, and diligent with follow-up.

Excellent time-management skills in a high-volume, fast-paced, deadline-driven environment.

Proactive, self-motivated, and self-directed with a strong sense of urgency.

Demonstrated ability to handle sensitive and confidential information.

Intermediate to advanced knowledge of Microsoft Office Suite and Mac-based hardware/software.

Benefits

Competitive Salary and Annual Performance-Based Bonus

Medical and Dental Health Plans

Supplemented Health Savings Account and Health Flexible Spending Account

Dependent Care Flexible Spending Account

Employer Supplemented Health Reimbursement Account Plan

Short- and Long-term disability coverage paid for by the employer

Paid Group Life Insurance

Flexible 401(k) retirement benefits with employer matching

10 paid holidays per year plus competitive vacation and sick leave

Cell phone reimbursement plan

Opportunity for advancement based on performance, personal growth, and cultural fit

Work with a team-oriented culture that supports continuing education and career growth

Strong support for volunteer, community and/or industry involvement

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

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