Family Office Accounting & Reporting

Rockefeller Capital Management•Jackson, WY

About The Position

A Private Advisor team within Rockefeller Global Family Office is seeking a senior finance professional to join its Family Office Services group. The position combines day-to-day financial leadership and oversight for a complex family office relationship with senior-level support for the team's Client Reporting and Tax Liaison practices across its client base. The ideal candidate has experience leading finance for a complex, multi-entity family office, holds CPA and EA credentials, and can balance hands-on client responsibilities with broader efforts to improve team processes and capabilities. The role oversees accounting, bill pay, treasury, cash management, consolidated financial reporting, and tax-related coordination across complex personal, investment, and real estate entities. It also develops family-office infrastructure and reporting processes, evaluates financial systems and data tools, supports tax liaison workflows across multiple jurisdictions, and mentors junior team members. Rockefeller Capital Management is an independent financial advisory services firm established in 2018, with roots in the family office founded by John D. Rockefeller in 1882. The firm serves ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 U.S. markets and London. It oversees $236 billion in client assets as of September 30, 2026.

Requirements

CPA required.
15 or more years of experience in accounting, reporting, treasury, and tax across family-office or closely held multi-entity structures, including trusts, partnerships, and private equity or alternative investment vehicles.
Hands-on experience reconciling private-fund activity, including capital calls, distributions, and IRR, to manager reports.
Experience implementing general ledger and consolidated reporting systems and automating data flows.
Experience with UHNW tax planning, entity structuring, and multi-jurisdiction compliance coordination.
Trusted-advisor presence with principals; discreet, direct, and organized.
Based in or willing to relocate to Teton County, Wyoming.

Nice To Haves

EA and/or CVA credentials.
MAcc.

Responsibilities

Lead day-to-day family office financial activities, including accounting, bill pay, treasury, cash management, and financial reporting across complex personal, investment, and real estate entities.
Provide proactive financial oversight, anticipate client needs, and coordinate with internal teams and external advisors to manage financial information, liquidity, and entity-level matters.
Coordinate tax-related activities across multiple entities and jurisdictions, serving as a liaison among clients, internal teams, and third-party tax advisors and preparers.
Oversee consolidated financial reporting, including balance sheets, income statements, investment reporting, reconciliations, and other reporting deliverables.
Establish and enhance family office processes and infrastructure, including accounting frameworks, controls, approval workflows, reporting procedures, and governance practices.
Support the Private Advisor team's Client Reporting and Tax Liaison practices by providing senior-level oversight and additional capacity across the client base.
Standardize and improve reporting processes, including templates, close calendars, data integration, and reconciliation procedures.
Manage tax liaison workflows, including engagement tracking, information requests, tax estimates and extension calendars, and coordination with internal teams and external tax professionals across international jurisdictions.
Evaluate and implement financial reporting, accounting, consolidation, and data aggregation tools to improve efficiency and reduce manual processes.
Guide and mentor junior team members and contribute to broader Family Office Services initiatives.