Senior Accountant (Family Office)

Company Overview :

Petrus Trust Company, LTA (“Petrus”) serves as the single-family office for a prominent Dallas-based family. Petrus operates as an in-house professional services organization, providing comprehensive accounting, bill pay, payroll, tax, and investment-related support across a diverse portfolio of entities, investments, and operating activities. The organization supports a complex, multi-entity structure and partners closely with internal stakeholders to ensure accurate financial reporting, strong controls, and efficient operational processes.

Position Summary :

Petrus is seeking a detail-oriented, accurate, and collaborative Senior Accountant to join its growing accounting team in Dallas. Reporting to the Controller, this role supports a broad range of accounting functions and plays a critical part in maintaining the integrity of financial data across a complex, multi-entity structure. The ideal candidate is highly organized, dependable, and comfortable managing high volumes of transactional data while also identifying opportunities for process improvement.

This position provides meaningful exposure to accounts payable, accounts receivable, reconciliations, cash and accrual accounting methods, and partnership accounting. The individual will have increasing autonomy and the opportunity to develop strong technical and operational accounting skills within a dynamic environment.

Responsibilities :

Bank Reconciliations and Cash Management:

• Manage daily and monthly bank reconciliations for more than 30 bank accounts, coordinating with internal team members to obtain and verify required information.
• Prepare daily wires with their coding and record into accounting system.
• Record and reconcile petty cash activity.
• Manage intercompany AR/AP reporting and settlement.

General Ledger and Entity Accounting:

• Prepare and post journal entries related to payroll, fixed asset capitalization, and other routine accounting transactions.
• Assist with the maintenance and entry of accounting data for over 40 entities within Archway accounting software.
• Support both cash and accrual-based accounting processes across multiple entities.

Accounts Payable, Compliance and Special Projects:

• Perform accounts payable functions as needed, including invoice processing and setting up vendors as ACH recipients.
• Manage coding and recording Ramp credit card transactions for various entities.
• Maintain investment data in Arch investment platform and in Archway accounting software.
• Participate in special projects and ad hoc accounting initiatives, including process improvements and data clean-up efforts.

Required Skills and Abilities :

• Highly organized and detail-oriented, with a strong commitment to accuracy and completeness
• Ability to manage competing priorities and meet deadlines in a fast-paced environment
• Demonstrates a strong sense of ownership, accountability, and urgency in task execution
• Strong research, analytical, and problem-solving skills
• Ability to handle confidential and sensitive information with discretion and professionalism
• Effective written and verbal communication skills; comfortable working collaboratively within a team environment
• Advanced proficiency in Microsoft Excel

Education and Experience :

• Bachelor’s degree in Accounting or related field required
• CPA-eligible status required; candidates actively pursuing CPA certification strongly preferred
• Minimum 1.5–2 years of accounting experience, including experience gained in public accounting or a professional services environment
• Experience working with multiple entities, high-volume transactions, or complex cash activity preferred
• Experience using Excel for reconciliations, data analysis, and journal entry support
• Experience with Tableau, Tableau Prep, and/or Alteryx is a plus

Benefits Highlights:

• Medical, dental, and vision insurance options
• Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA) dependent on plan elections
• Paid time off, holidays, and floating holidays
• Paid parental and family caregiver leave
• Mental health and wellness resources
• Life insurance and disability coverage
• 401(k) retirement plan with company match
• Additional programs to support Associates and their families

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.

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Equal Opportunity Employer


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