Family Office Tax Accounting Specialist

About the role

A support role at the corporate level to research and resolve issues or discrepancies with Family Office accounting and taxes. This position requires the employee to work in person at our designated Cincinnati, Ohio office location; remote work is not available.

Responsibilities

General Accounting

• Develop an understanding of the family-related structure and apply it to accounting transactions.
• Establish oneself as an office resource for certain family-office questions.
• Set up accounting infrastructure, using GL software, to initiate new entities.
• Record various accounting transactions and prepare journal entries, payables, and banking modules timely and accurately.
• Monitor and reconcile bank and investment accounts.
• Create, prepare, and distribute monthly reporting packages in a timely manner to meet family expectations and deadlines.

Tax Compliance and Planning Support

• Assist and create supporting schedules, such as tax planning, distributions, cash flow analysis, and asset valuations, as determined by the Tax Director.
• Assist in tax return preparation, extensions, and/or tax-related supporting schedules, as determined by the Tax Director.
• Perform a detailed level review of fixed asset schedules (tax reports) and generate reports.
• Assist with the coordination of the investor portal and K1 uploads.
• Resolve tax filing notices.

Administrative Support

• Facilitate family office information as necessary between accounting, legal, tax, finance, and operations.
• Provide administrative and other support to the family principals, Tax Director, In-House Counsel, and Controller.
• Prepare materials and participate in the family-office board meetings.
• Manage ad-hoc projects.

Qualifications

• Must speak fluent English.
• 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.
• Proven ability to handle proprietary information with discretion.
• Experience with process improvements and proficiency with spreadsheets.
• A valid driver's license and reliable transportation are required.
• As a condition of employment, satisfactory background and MVR checks are required.