Family Office - Dallas - CI Financial Careers

We are looking for an experienced and strategic Head of Family Office to lead and oversee financial, investment, and estate planning activities for a prominent family. · Develop and implement comprehensive financial strategies that align with the family's long-term goals and obje ...

We are looking for an experienced and strategic Head of Family Office to lead and oversee financial, · investment, and estate planning activities for a prominent family.Develop and implement comprehensive financial strategies that align with the family's long-term goals · and obj ...

Tatum has a Family Office client in North Dallas needing an Interim Controller. · This position will manage both sides of the house with a focus on management reporting shareholder distributions capital calls. · ...

You determine your career path at Armanino. This means it's possible to pursue challenges you are passionate about, in industries you care about. · ...

At Armanino you determine your career path. This means it's possible to pursue challenges you are passionate about in industries you care about. · Serve as the primary point of contact for assigned clients delivering timely high quality service. · ...

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities ...

An exceptional Executive Assistant is sought to serve as a trusted partner across personal, business, and estate-related matters for a private Principal with residences in Dallas and a working ranch. · ...

KPMG is currently seeking a Tax Manager or Senior Manager, · Family Office to join our Business Tax Services practice.At KPMG,You can become an integral part of a dynamic team at one of the world's top tax firms. · KPMG offers a collaborative,future-forward culture that empowers ...

WeareseekingahighlyorganizedproactivFamilyOfficeCoordinator/ProjectManagertosupportaprfamilyofficeandworkcloselywithseniorleadership. · ...

A private Principal with a residence and family office in Dallas is seeking an exceptional Executive Assistant to serve as a trusted partner across personal, business, and estate-related matters. The role requires impeccable judgment, absolute discretion and strong strategic inst ...

This is a Full time position as a Personal / Team Assistant in Dallas, Texas. The overall goal is to support the principal and colleagues with everyday administrative tasks and errand running. · ...

KPMG is currently seeking a Tax Manager or Senior Manager, Family Office to join our Business Tax Services practice. · ...

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. · ...

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry ...

LHH is working with a growing family office that is seeking a talented and detail-oriented Fund Accountant to join their team. · ...

This is an excellent opportunity for an individual with a background in fund accounting and real estate investments. · ...

At KPMG you can become part of dynamic team at top tax firm with collaborative future forward culture that empowers your success work with KPMGs extensive network of specialists enjoy access to our Ignition Centers where deep industry knowledge merges with cutting-edge technologi ...

+ Job summary · LHH is working with a growing family office that is seeking a talented and detail-oriented Fund Accountant to join their team. · + Maintain and reconcile the general ledger for the investment funds. · Prepare financial statements... · ...

The Thoma Family Office is seeking a full-time Sr. Executive Assistant to provide administrative support to the Founders. · ...

+Job summary · The Thoma Family Office is seeking a full-time Sr.. Executive Assistant to provide administrative support. · +You are professional, outgoing and naturally enjoy managing tasks in an ever-changing environment. · ...

The Thoma Family Office is seeking a full-time Executive Assistant to provide administrative and personal support to the Founders and the headquarters office.You are professional, outgoing and naturally enjoy the responsibility of managing a variety of tasks in an ever‐changing e ...