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 involves significant exposure to partnership accounting, cash and accrual accounting methods, and intercompany rebilling and reconciliation. The individual will have increasing autonomy and the opportunity to develop strong technical and operational accounting skills within a dynamic environment.

Responsibilities:

Cash Management:

• Prepare daily wires for capital calls, payroll fundings, trust distributions, etc.
• Manage intercompany AR/AP reporting and settlement.

General Ledger and Entity Accounting:

• Manage rebill process to/from related parties with shared services.
• Assist with the maintenance and entry of accounting data for over 250 entities within Archway accounting software, including both cash and accrual based accounting processes.
• Prepare quarterly financials for over 50 fiduciary trusts.
• Maintain books and prepare month end close entries for 2-3 small businesses.

Accounts Payable, Compliance and Special Projects:

• Review coding on bills entered by AP team into accounting software.
• Maintain investment data in Arch investment platform and in Archway accounting software.
• Establish month end close processes for Ramp credit card platform and Arch investment platform.
• 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

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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