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Part Time Personal Finance Manager

Innovative Outsourcing · Atlanta, GA · 4 days ago
Hybrid$38–$40/hrPart-time

About the role

Our client, a metro-Atlanta financial firm catering to high-net-worth clients, is seeking a Permanent, Part-time Personal Finance Manager to join its team. This individual will act as a personal CFO to some clients' family units, handling their accounting needs, assisting with tax preparation, and completing a variety of other tasks related to insurance, rental properties, and other areas.

Responsibilities

  • Assist clients with managing their complex personal finances
  • Perform general bookkeeping duties such as bill paying, reviewing and posting transactional data in Quicken, Quickbooks, Google Sheets & Excel, account reconciliation, and general ledger balancing
  • Create general financial statements and conduct analyses
  • Aid in gathering documents needed for tax filing purposes
  • Respond promptly to ad hoc client requests and maintain ongoing communication
  • Become a trusted advisor

Requirements

  • Bachelor's degree in Accounting or Finance
  • Previous experience performing full-charge bookkeeping or accounting services for high net-worth individuals (ideally), but previous small business bookkeeping experience is suitable
  • Professional experience in the personal/trust tax preparation arena is desired
  • Proficient in the Google Suite of products, including Google Sheets
  • Willingness to learn and become proficient with Quicken, Quickbooks & Excel
  • Willingness to wear many hats in servicing the clients - some bookkeeping in nature, some more analytical, some more administrative
  • Confidence in interacting with executive personalities and demeanors and being able to challenge/push back when necessary
  • Professional experience interacting with internal and external customers is desired

Qualifications

This position requires approximately 25 hours of work each week, with the possibility of working up to 30 hours a week. The majority of the work can be done from home, with occasional in-person visits to clients' homes in the Buckhead, Midtown, and Northside Drive areas. The schedule is flexible during normal business hours.

Skills

  • Accounting and finance expertise
  • Google Suite proficiency
  • Bookkeeping and financial statement creation
  • Tax preparation assistance
  • Client communication and relationship building

Pay

$38-40 per hour, mileage reimbursements, PTO, and the opportunity to participate in a SIMPLE IRA plan with a 3% company match.

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