Family Office Tax Accounting Specialist

Rookwood Properties•Cincinnati, OH

22h

About The Position

This is a corporate-level support role focused on researching and resolving issues or discrepancies related to Family Office accounting and taxes. The specialist supports general accounting, tax compliance and planning, and administrative needs while coordinating information across family-office functions and providing support to family principals and senior staff.

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 and proficiency with spreadsheets.

Responsibilities

Develop an understanding of the family-related structure and apply it to accounting transactions.
Serve as an office resource for certain family-office questions.
Set up accounting infrastructure using 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 on time to meet family expectations and deadlines.
Assist with and create 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 schedules and tax reports in detail and generate reports.
Assist with coordination of the investor portal and K-1 uploads.
Resolve tax filing notices.
Facilitate the exchange of Family Office information among accounting, legal, tax, finance, and operations.
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.