Bookkeeper

About The Opportunity

This is a unique opportunity to join a growing family office in a highly visible role supporting executive leadership and multiple business entities. The Bookkeeper will serve as a trusted partner to the CFO and President, overseeing day-to-day accounting activities while helping support the financial operations of a multi-generational ownership group. This role offers a blend of hands-on accounting, cash management, and executive support, making it ideal for someone who enjoys taking ownership and being closely involved in the business.

Core Responsibilities

• Manage full-cycle accounting activities across multiple entities
• Oversee cash management, banking activity, and account reconciliations
• Maintain accurate financial records and support month-end reporting
• Prepare and manage financial information for executive leadership
• Cook up board materials, shareholder communications, and related administrative activities
• Aid with tax filings and coordination with external advisors
• Assist with special projects and strategic initiatives
• Identify opportunities to improve processes, reporting, and operational efficiency
• Aid with system enhancements, automation initiatives, and adoption of new technologies

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field
• 4+ years of accounting, bookkeeping, or financial operations experience
• Experience supporting multiple entities preferred
• Background in real estate, investments, family office, or privately held environments is a plus
• Strong cash management and account reconciliation experience
• Proficiency in QuickBooks and Microsoft Excel, including Pivot Tables and VLOOKUPs
• Strong organizational skills with the ability to manage multiple priorities
• Professional communication skills and ability to work directly with executive leadership

Work Environment & Growth

• High-visibility position with direct executive exposure
• Stable and growing organization with a long-term outlook
• Entrepreneurial environment where contributions are valued
• Opportunity to expand responsibilities and grow alongside the business

Ideal Candidate Profile

The role is ideal for a hands-on accounting professional who enjoys working closely with leadership, managing multiple priorities, and serving as a trusted resource across the organization. The ideal candidate is detail-oriented, adaptable, and excited about helping support a growing family office environment.