Family Office Accounting & Reporting

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

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
  
  
  

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

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