Accountant - Family Office

Company Overview:

Petrus Trust Company, LTA (“Petrus”), serves as a single-family office for a prominent family in Dallas. The office provides accounting, bill pay, payroll, tax, investment management, and other services. Petrus is looking to hire a Family Office Accountant to join its new Incubator Services team.

Position Summary:

Petrus is hiring a Family Office Accountant to join its new Incubator Services team. This department offers a suite of solutions for family members starting new business ventures, such as general accounting, HR, payroll, AP, etc. Establishing solutions for and supporting these core business functions will create a solid platform for growth, at which point the business can run independently after 1-2 years.

Responsibilities:

Establish Vendor Solutions

• Maintain and provide support for these business solutions during the first 1-2 years
• Ensure smooth transfer of books and vendor accounts when the business is ready to run independently.
• Implement and establish accounts for selected vendor solutions (QuickBooks, Gusto payroll, Square point of sale, etc.)
• Gain an understanding of business needs and select a suite of vendor solutions based on business industry, size, etc.

Journal Entries:

• Prepare entries related to partner capital activity for investment partnerships
• Prepare entries for operating activity, including start up costs, monthly accruals, etc.

Financial Reporting:

• Design and/or modify recurring financial statements and other reports
• Assist with preparation of daily, monthly, and quarterly financial statements and other reports

Required Skills and Abilities:

• Ability and willingness to learn and leverage new accounting and reporting systems
• Familiarly with QuickBooks, Tableau, and SQL, a plus
• Self-motivated in nature to contribute to team success
• Strong working knowledge of Microsoft Excel
• Ability to contribute ideas to improve processes, procedures, and systems efficiency
• Ability to work in a fast-paced environment and manage multiple priorities and deadlines
• Ability to manage confidential information in a discreet and professional manner

Education and Experience:

• CPA or CPA eligible required
• Experience working directly with small businesses is a plus
• Minimum of two years of accounting experience required
• Bachelor’s degree required, preferably in Accounting or related field

EEO Statement:

Petrus is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of, race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.

#PG