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Family Office Accountant

Company: Lone Rock Resources
Location: Roseburg
Posted on: November 25, 2022

Job Description:

Housed in the corporate office of Lone Rock Resources in Roseburg, the Family Office Accountant provides financial, accounting and tax services to family members and related entities. -This position assists with jointly owned properties, entities, and investments, while offering financial and administrative services to individual family members. -Additionally, the Family Office Accountant will prepare and/or manage the filing of various tax returns, cover day-to-day accounting and overall record-keeping for multiple entities, serve documentation and transactional needs related to estate and financial planning, and provide administrative support to family committees. - -Location: Roseburg, OR -Job Duties: Included, but not limited to: - - - - - - - - -Coordinate complex tax filings and quarterly planning with outside CPA firm - - - - - - - - -Preparation of less complex tax returns - - - - - - - - -Manage filing of annual information returns, including Form 1099, personal property tax returns - - - - - - - - -Full cycle bookkeeping and related record keeping for multiple family entities and individuals - - - - - - - - -Prepare annual budget, projections and financial statements for family-owned entities - - - - - - - - -Assist with estate planning & general financial planning including document review, transactional support and record keeping - - - - - - - - -Assist outside investment advisors, attorneys and other third-party service providers with individual family transactions - - - - - - - - -Administrative support for family recreational properties, family committees, and annual Family Council meeting - -Qualifications: - - - - - - - - -Minimum: -Academic degree in Accounting and 5 years accounting experience - - - - - - - - -QuickBooks experience preferred - - - - - - - - -Proficient using computers, with specific knowledge of Microsoft Office, specifically Excel - - - - - - - - -Full cycle bookkeeping - - - - - - - - -Tax preparation experience a plus - - - - - - - - -Confidential position - high level of discretion, professional integrity - - - - - - - - -Organized, analytical and detail oriented - - - - - - - - -Able to manage multiple projects simultaneously and prioritize time-sensitive tasks - - - - - - - - -Conscientious of timeliness and quality of work - - - - - - - - -Good communication skills, both written and verbal - - - - - - - - -Self-motivated, able to work independently with little supervision on a day-to-day basis -Benefits Package: - - - - - - - - -Medical, Dental, Vision and RX - - - - - - - - -401K with a company match and a discretionary profit-sharing plan - - - - - - - - -Paid Vacation and Holiday Pay - - - - - - - - -Life Insurance - - - - - - - - -Short Term Disability - - - - - - - - -Long Term Disability - -Wage: Full-Time and Salary Exempt - - -Lone Rock Resources is a drug free equal opportunity employer. -Resume and cover letter submissions can be sent to akellom@lrtco.com or uploaded to the online portal at www.lonerockresources.com. -For questions, please contact Human Resources at 541-673-0141 ext 300

Keywords: Lone Rock Resources, Eugene , Family Office Accountant, Administration, Clerical , Roseburg, Oregon

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