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Family Office Tax Accounting Specialist

Rookwood Properties • Cincinnati, OH, US • published 2026-10-18 14:19:40.876991

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 Dire...

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