Controller

• Location: Dallas , Texas
• Type: Dallas:Fin/Acct/HR:Direct Hire
• Job #10220

Controller (10220)

Our client is seeking a highly organized and detail-oriented Controller to manage the comprehensive financial operations of a group of affiliated entities, including business units, trusts, personal accounts, and real estate holdings. This role will oversee accounts receivable and payable, payroll, financial reporting, tax preparation support, and vendor management across several entities. The ideal candidate will be experienced in small business accounting, multitasking across multiple organizations, and handling both corporate and personal finances.

Key Responsibilities:
Main Business Operations:

• Manage accounts receivable and payable across multiple entities
• Track and record commissions and maintain “Book of Life”
• Reconcile 1099s (incoming and outgoing) and coordinate with accountants for tax filings
• Process and administer payroll (weekly and bi-monthly), bonuses, and PTO tracking
• Manage employee onboarding/offboarding, benefits, and internal loan deductions
• Maintain vendor contracts and recurring billing details (leases, software, etc.)
• Maintain financial records and prepare month-end financial reports
• File annual reports and franchise taxes with the Louisiana Secretary of State
• Handle charitable contributions tracking, incentive programs, and financial distributions
• Provide financial documentation as requested

Affiliated Operating Companies:

• Handle AP/AR for investment properties
• File annual reports and property taxes
• Reconcile bank statements and maintain up-to-date records

Household & Trusts

• Perform AR/AP and bank reconciliations for household and trust accounts

• Manage and reconcile credit card charges, petty cash, and country club expenses
• Track investments including capital calls, distributions, K-1s, and retirement accounts
• Coordinate with accountants for quarterly tax estimates and year-end filings
• Supply financial documentation as needed for loan management and property attestations
• Oversee trust-related financial administration and coordinate required payments with external partners

Qualifications:

• 5+ years of accounting experience, preferably in a small business or family office setting
• Strong understanding of AP/AR, payroll, tax documentation, and financial reporting
• Proficiency in QuickBooks, Excel, and document management systems
• High attention to detail and the ability to juggle responsibilities across multiple entities
• Trustworthy, discreet, and experienced in handling confidential financial information
• Excellent organizational and communication skills

Preferred:

• Experience with trust accounting or family office services
• Prior work in a multi-entity or entrepreneurial environment
• Familiarity with property management accounting and investment tracking