Senior Accountant at North American Properties, Family Office

North American Properties • Cincinnati, OH

5d • Onsite

About The Position

North American Properties and its portfolio companies believe that it all comes down to connections—people to each other; cities to their souls; partners to opportunities; and individuals to experiences that move them. We believe that by fulfilling people’s desire for connectedness, we’re creating happier places and experiences that in turn become more successful environments, more vibrant communities and ultimately, a better world. Since 1954, we’ve balanced a well-capitalized approach and a keen focus on successful execution with a willingness to question conventional wisdom, reimagining and expanding the possibilities for more than $7 billion of assets across the US. Whether developing multifamily, mixed-use, office, student housing, hotel or retail environments, we’re driven to deliver more valuable, meaningful real estate and ventures that transform, inspire, delight and succeed by connecting us all with what matters most. Job Location: Cincinnati, OH Purpose The Senior Accountant will play a key role in supporting the financial operations of the family office. This position requires a high level of technical accounting expertise, discretion, and sound judgment, as the role involves access to highly confidential financial and personal information. The ideal candidate is detail-oriented, proactive, and comfortable working in a dynamic environment that spans personal accounting, cash management, financial analysis, tax planning and special projects as needed.

Requirements

• Bachelor’s degree (Accounting or Finance preferred)
• A minimum of 3+ years of relevant accounting experience
• Proven experience in accounting, finance, and tax compliance
• Strong analytical skills with attention to detail
• Exceptional communication and interpersonal skills with a customer service focus
• Demonstrates ability to assume ownership, work independently and achieve results
• Familiarity with trust accounting and administration, or prior family office experience
• Highest standard of integrity, discretion, confidentiality, and professionalism

Responsibilities

• Accounting & Financial Reporting Perform day-to-day accounting activities across partnerships, trusts, private foundations, and individuals, ensuring accuracy and completeness of records.
• Prepare wire and ACH transfers in compliance with established policies and procedures.
• Prepare capital calls and distributions, monitor cash balances within the various entities.
• Collaborate with outsourced ERP team members to ensure data accuracy, maintain efficient system workflows, and troubleshooting issues as needed.
• Prepare various accounts, entity, and portfolio reconciliations as part of the monthly, quarterly and annual financial close process.
• Assist in preparing comprehensive financial reports and analyses providing insights into the family’s financial position.
• Assist the Controller in creating and presenting financial statements and projections to family members as needed.
• Budgeting and Forecasting Assist in the preparation and maintenance of entity-level budgets.
• Support cash flow projections and scenario analysis as requested.
• Tax Prepare schedules, workpapers, and supporting documentation for tax reporting on entities, trusts, and individuals.
• Coordinate with internal and external tax professionals by responding to data requests and assisting with tax-related reconciliations.
• Track tax payments, estimates, and related filings to support compliance.
• Learning & Development Demonstrate a commitment to continuous professional development, including staying current on accounting standards, tax regulations, and best practices relevant to family offices and private wealth management.
• Proactively identify opportunities to improve skills, processes, and knowledge that support the evolving needs of the family office.
• Relationship Management Serve as a trusted partner to internal stakeholders, including family members and leadership by providing accurate, timely, and thoughtful financial support.
• Build and maintain strong working relationships with external stakeholders that may include tax professionals, auditors, vendors and banking partners.
• Communicate complex financial information clearly and professionally.
• Support a collaborative, service-oriented culture grounded in trust, responsiveness, and long-term relationship stewardship.
• Confidentiality & Professional Judgment Handle highly sensitive financial and personal information with discretion and professionalism.
• Exercise sound judgment in all communications and documentation.
• Always maintain strict confidentiality.
• All other responsibilities and special projects as assigned.

Benefits

• North American Properties and its portfolio companies invest first in people, recognizing that our people are our greatest assets.
• Full-Time associates will receive a competitive compensation package based on the candidate’s experience, they will receive a best-in-class benefit package, and opportunities for continuing professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level