Position
A Private Advisor team within Rockefeller Global Family Office is seeking a senior finance professional to join its Family Office Services group. The role has two complementary areas of focus: first, providing day-to-day financial leadership and oversight of a complex family office relationship; and second, serving as an additional senior resource supporting the team’s broader Client Reporting and Tax Liaison practices across its client base. The ideal candidate has experience leading finance for a complex, multi-entity family office, holds CPA and EA credentials, and is comfortable balancing hands-on client responsibilities with broader efforts to strengthen processes and capabilities across the team.
Responsibilities
- Lead day-to-day family office financial activities, including accounting, bill pay, treasury, cash management, and financial reporting across complex personal, investment, and real estate entities.
- Provide proactive financial oversight, anticipating client needs and coordinating across internal teams and external advisors to ensure financial information, liquidity, and entity-level matters are appropriately managed.
- Coordinate tax-related activities across multiple entities and jurisdictions, serving as a key liaison between clients, internal teams, and third-party tax advisors and preparers.
- Oversee consolidated financial reporting, including balance sheets, income statements, investment reporting, reconciliations, and other financial reporting deliverables.
- Establish and enhance family office processes and infrastructure, including accounting frameworks, controls, approval workflows, reporting procedures, and governance practices.
- Support the Private Advisor team’s broader Client Reporting and Tax Liaison practices, providing senior-level oversight and additional capacity across the client base.
- Standardize and enhance reporting processes, including templates, close calendars, data integration, and reconciliation procedures to promote consistency and accuracy.
- Manage tax liaison workflows, including engagement tracking, information requests, tax estimates and extension calendars, and coordination between internal teams and external tax professionals across multiple international jurisdictions.
- Evaluate and implement financial reporting, accounting, consolidation, and data aggregation tools to improve efficiency and reduce reliance on manual processes.
- Provide guidance and mentorship to junior team members and contribute to broader Family Office Services initiatives.
Qualifications
- CPA required; EA and/or CVA preferred; MAcc a plus
- 15+ years in accounting, reporting, treasury and tax across family-office or closely held multi-entity structures (trusts, partnerships, PE/alternative vehicles)
- Hands-on reconciliation of private-fund activity (calls, distributions, IRR) to manager reports
- Implemented GL / consolidated reporting systems and automated data flows
- UHNW tax planning, entity structuring and multi-jurisdiction compliance coordination
- Trusted-advisor presence with principals; discreet, direct, organized
- Based in or relocating to Teton County, WY
