Family Office Tax Accounting Specialist

Rookwood Properties•Sycamore Township, OH

12h

About The Position

A corporate-level support role focused on researching and resolving issues or discrepancies related to family-office accounting and taxes. The role supports general accounting, tax compliance and planning, and administrative needs for the family office and its principals.

Requirements

Strong technology skills and proficiency with all aspects of the Microsoft Office suite.
Strong tax accounting experience.
Working knowledge of property management operations.
Knowledge of Rent Manager or MRI software.
Proven commitment to high-quality customer service.
Strong verbal and written communication skills.
Ability to handle proprietary information with discretion.
Experience with process improvements.
Proficiency with spreadsheets.

Responsibilities

Develop an understanding of the family-related structure and apply it to accounting transactions.
Serve as an office resource for family-office questions.
Set up accounting infrastructure in general ledger software to initiate new entities.
Record accounting transactions and prepare journal entries, payables, and banking modules accurately and on time.
Monitor and reconcile bank and investment accounts.
Create, prepare, and distribute monthly reporting packages to meet family expectations and deadlines.
Assist with supporting schedules for tax planning, distributions, cash-flow analysis, and asset valuations, as determined by the Tax Director.
Assist with tax return preparation, extensions, and tax-related supporting schedules, as determined by the Tax Director.
Review fixed-asset tax schedules in detail and generate reports.
Assist with coordination of the investor portal and K-1 uploads.
Resolve tax filing notices.
Facilitate information between accounting, legal, tax, finance, and operations as necessary.
Provide administrative and other support to family principals, the Tax Director, In-House Counsel, and the Controller.
Prepare materials for and participate in family-office board meetings.
Manage ad-hoc projects.