Interstate Batteries · 12 hours ago
Senior Accounting & Investment Support Specialist
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expInterstate Batteries is committed to being a trusted workplace that enriches the lives of its team members. The Senior Accounting & Investment Support Specialist will provide comprehensive accounting support across multiple portfolios while assisting the Chief Investment Officer with private investment analysis, managing financial records, and ensuring compliance with accounting standards.
AutomotiveLogisticsManufacturingTransportation
Responsibilities
Maintain accurate and timely financial books for multiple entities (personal and legal)
Identify and implement process improvements or automation opportunities in accounting and reporting
Manage general ledger entries, reconciliations, and month-end close processes
Oversee accounts payable/receivable, expense tracking, and financial reporting
Ensure compliance with accounting standards and tax requirements across all entities
Process and schedule monthly, quarterly, and annual bill payments across all entities
Maintain payment calendars and ensure timely processing to avoid late fees, etc
Manage bank accounts, signatories, documentation, and oversee wire transfers and account access
Create/maintain cash flow projection models
Administer financial aspects of family trusts and estate structures
Maintain detailed records of trust transactions, distributions, and beneficiary reporting
Coordinate with external counsel and advisors on trust-related matters
Prepare financial statements and documentation for trust administration
Gather and organize financial records for tax preparation
Upload and maintain annual tax return documents in secure filing systems
Coordinate with CPAs and tax advisors to ensure timely filing
Track tax payment deadlines and estimated tax requirements
Maintain organized archives of prior year returns and supporting documentation
Assist the Chief Investment Officer in reviewing private investment opportunities
Conduct financial due diligence on potential investments, including financial statement analysis
Track and report on existing private investments, including capital calls and distributions
Maintain investment records and prepare performance reporting
Support preparation of investment committee materials
Populate subscription Documents
Ensure funding of investment commitments
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
5+ years of experience in accounting, with exposure to both corporate and personal financial management
Strong knowledge of GAAP and bookkeeping best practices
Experience with trust accounting and administration
Exceptional attention to detail with a commitment to accuracy
High proficiency in accounting software (QuickBooks, or similar) and Microsoft Excel
Experience managing bill payment systems and vendor relationships
Ability to handle confidential information with discretion
Project management skills for handling special projects
Preferred
Meet qualifications to pursue CPA and/or CFA certifications
Experience supporting family offices or high-net-worth individuals
Familiarity with private equity, real estate, or alternative investment structures
Familiarity with consolidated reporting across multiple entities
Understanding of tax implications for trusts and investment entities
Experience with investment tracking and performance reporting systems
Knowledge of virtual data rooms for investment due diligence
Knowledge of document management systems and secure file storage protocols
Company
Interstate Batteries
Interstate Batteries, is a privately owned company that markets automotive batteries manufactured by Johnson Controls
1001-5000 employees
H1B Sponsorship
Interstate Batteries has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (7)
2022 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Lain Hancock
President and CEO
Recent News
MarketScreener
2025-09-04
Company data provided by crunchbase