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Rookwood Properties
Rookwood Properties·15 days ago

Family office tax accounting specialist

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Location

onsite, Sycamore Township, OH, United States

Commitment

Full Time

Level

Junior (<2 years)

Required skills

General accountingTax complianceTax planningFinancial reportingBank reconciliationInvestment account reconciliationJournal entriesFixed asset schedulesMicrosoft Office suiteProperty management operationsRent ManagerMRI softwareCustomer serviceCommunication skillsProcess improvementSpreadsheet proficiency

Job Description

JOB OVERVIEW

A support role at the corporate level to research and resolve issues or discrepancies with Family Office accounting and taxes.

RESPONSIBILITIES AND DUTIES

GENERAL ACCOUNTING

  • Ability to develop an understanding of the family-related structure and apply it to accounting transactions.
  • Establishes 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.
  • Performs a detailed level review of fixed asset schedules (tax reports) and generates reports.
  • Assists 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

  • 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.

Ready to join the team?

Apply now