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Private Accountant
Job Description
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
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Manage and reconcile personal, trust, and investment accounts
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Prepare net worth statements, cash flow reports, and financial summaries
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Track income from investments, real estate, and business interests
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Coordinate tax planning and filings for individuals, trusts, and entities
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Monitor capital gains, estimated taxes, and tax-efficient strategies
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Support trust and estate accounting activities
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Oversee cash management, bill pay, and budgeting needs
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Act as a liaison between clients, CPAs, financial advisors, and attorneys
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Maintain accurate records with strict confidentiality
What We’re Looking For
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Bachelor’s degree in Accounting, Finance, or related field
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3+ years of accounting experience (private wealth, family office, trust, or public accounting preferred)
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Strong understanding of individual and trust accounting principles
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High attention to detail and discretion
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Strong communication and client service skills
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Proficiency in accounting software and Excel
If you are interested, please click to apply.
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INDHP
Additional Information
Career Expert
Nicole DeShong
Branch Manager
Nicole has always had a passion for helping others, and she initially thought her career path would lead her into social services. However, she soon discovered that her true calling was in guiding people toward career opportunities and supporting them through the job search process. Today, Nicole excels in helping individuals navigate the complexities of their career journeys.
One of her proudest professional achievements is the growth she’s experienced throughout her career. Starting in entry-level roles and learning the ins and outs of various positions has allowed her to take on increasing responsibilities and succeed in management roles across multiple companies. Nicole is particularly passionate about building and mentoring teams, and she thrives on teaching others the industry from the ground up.
At Hire Up Staffing, Nicole is excited to be part of a team that offers the structure and support necessary to foster growth—both for employees and for clients.
Outside the office, Nicole enjoys spending time with her family, attending Astros games, and enjoying the outdoors.
