Senior Accountant at North American Properties, Family Office

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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.### Contributions you will make to our team:
** 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, work papers, 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
**** 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.
*** 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.### Qualifications and Requirement
* 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…