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Full-Charge Bookkeeper
Industry: Family Office / Private Wealth Management
Compensation: $60,000 to $80,000 DOE

Key Responsibilities of the Full-Charge Bookkeeper:

• Manage full-cycle bookkeeping for multiple entities and personal accounts, including AP/AR, journal entries, and reconciliations.
• Maintain and reconcile bank accounts, credit cards, and investment-related transactions.
• Prepare monthly, quarterly, and annual financial reports and statements.
• Track intercompany activity and ensure proper allocation of expenses.
• Monitor cash flow and provide reporting for budgeting and planning purposes.
• Maintain accurate and organized documentation for all financial records.

Qualifications of the Full-Charge Bookkeeper:

• 5+ years of full-charge bookkeeping experience, ideally supporting a family office, high-net-worth individual, or privately held entity.
• Proficiency in accounting software (e.g., QuickBooks, Sage, or similar).
• Ability to work independently with minimal supervision.
• Exposure to multi-entity or trust/estate accounting environments.

Why Consider This Role of the Full-Charge Bookkeeper?

• Unique opportunity to work closely with a high-net-worth family in a trusted, long-term capacity.
• Join an organization with a strong track record of employee longevity and low turnover—this opening comes because of a long-standing team member’s planned retirement!
• Competitive compensation and comprehensive benefits package.