North American Properties · 1 week ago
Senior Accountant at North American Properties, Family Office
Cincinnati, OH
Full-time
Onsite
Mid, Senior Level
3+ years expNorth American Properties is a company focused on creating connected communities and meaningful real estate experiences. The Senior Accountant will support the financial operations of the family office, requiring technical expertise in accounting and the ability to handle confidential information while managing various financial responsibilities.
Real Estate
Responsibilities
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
Assist in the preparation and maintenance of entity-level budgets
Support cash flow projections and scenario analysis as requested
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
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
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
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
Qualification
Required
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
Highest standard of integrity, discretion, confidentiality, and professionalism
Preferred
Bachelor's degree (Accounting or Finance preferred)
Familiarity with trust accounting and administration, or prior family office experience
Benefits
Competitive compensation package based on the candidate’s experience
Best-in-class benefit package
Opportunities for continuing professional development
Company
North American Properties
North American Properties is a commercial real estate firm offering event programs and amenities packages services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-08-13Acquired
Leadership Team
Kim Jostworth
Chief Financial Officer
Kevin Riley
Partner | Chief Operating Officer
Recent News
2025-04-21
Seattle TechFlash
2025-04-18
2025-04-08
Company data provided by crunchbase