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Accounting Controller - Dallas, United States - Patterson Thoma Family Investments
Description
Position Summary:
Dallas family office seeks a Controller / VP of Accounting & Finance to assist and guide the management of the family's total financial picture.
The candidate should have a broad understanding of general business and be knowledgeable on various entity types and investment classes.
Additional duties will be providing comprehensive general ledger accounting, oversight of tax preparation, reporting investment performance, and support for accounting support for investment partnerships and multiple generations of the family.
The ideal candidate will have a minimum of 5 years of experience in personal financial accounting/tax and investments. Prior experience in a family office environment or financial services industry would be a plus.The role will report directly to the CIO as well as the family and be responsible for administering all aspects of the accounting and finance functions.
The candidate should have a sound investment philosophy with the ability to analyze different investment opportunities. ...preparing accurate and timely financial reports and maintaining a record of the financial transactions pertaining to all investment activities of the family.
The candidate needs strong general ledger (QuickBooks) accounting skills with an understanding of partnership and trust accounting. This is a "hands-on" position, but must also have the ability to effectively and efficiently manage outsourced service providers. Technology skills are a must. Strong general ledger accounting knowledge is ESSENTIAL.Key Duties and Responsibilities:
Provide assistance to the family in the oversight and administration of key financial matters, including cash/treasury management functions, tax estimates, investment performance measurement, potential investment evaluation, insurance coverage and claims management, etc.
Maintain accurate accounting ledgers and prepare consolidated financial statements for all taxable entities and individuals;
Provide assistance to the family in the oversight and administration of key tax matters, including tax compliance (gift, Estate, FIT, payroll, Schedule H, etc) for all key family members and their related taxable entities, and preparation of quarterly tax estimates and annual tax filings for family members, trusts, partnerships, and small businesses owned by family members.
(Including 1099s and payroll tax filings for domestics);Assist with record keeping, record retention, bank and investment account administration, cash flow forecasting, budgeting, bill paying and other essential recordkeeping services for all entities and family members
Specific Duties :
Responsible for the general ledger entries, month-end close, reconciliations, and presentation of the balance sheet and income statement results and analysis to the family for various entities and family members;
Responsible for analyzing financial statements on a monthly basis and reporting on variances;
Anticipate & plan for capital calls from outside investments & verify wire transfers;
Maintain & manage liquidity schedule for illiquid investments (lock-ups, etc.);
Collect & disseminate tax & economic information to appropriate parties;
Prepare performance reports per investment & per asset class v. benchmarks;
Calculate LP capital account value & performance;
Skills/Experience:
Bachelor's or higher degree in Accounting or Finance required;
CPA designation preferred, but not required;
Strong understanding of portfolio theory considering risk and reward parameters, position sizing, etc;
Strong understanding of accounting theory;
Intermediate level knowledge of all accounting functions and related internal controls;
Strong analytical skills;
Auditing skills, with the ability to research and reconcile difficult accounts;
5 years of high volume finance/accounting experience;
Background working in wealth management/financial planning for taxable family clients a plus;
Proficiency in technology is essential;
Intermediate level knowledge of Microsoft Excel;
Intermediate level knowledge of various small business general ledger packages;
QuickBooks experience a plus;
Excellent written, verbal, communication, and interpersonal skills with a customer service focus
Personal Qualities:
Flexible in mindset and willing to due diligence new ideas and investments
Ability to successfully network with other family offices, investment managers, tax
Interest in broadening current skill set beyond accounting area to include tax, finance, investments, and estate planning;
Strong personal motivation, a high level of initiative and should be personable, persuasive, responsive and results-oriented;
Strong attention to detail;
Deadline oriented and organized in work;
Proactive and independent;
Diplomatic, tactful and discrete concerning confidential information
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