Bookkeeper – High Net Worth Accounting Associate

Overview

This woman-led, technology-forward accounting and advisory firm supports nonprofits, small businesses, and high net worth families. The Bookkeeper – High Net Worth Accounting Associate supports the Private Client Segment by providing accurate, detailed bookkeeping and accounting services for high net worth families.

Responsibilities

• Record, categorize, and classify financial account activity accurately and consistently.
• Perform and support account reconciliations, financial reporting, accounts payable, accounts receivable, and payroll processing.
• Maintain complete documentation, notes, and supporting records within accounting systems and client files.
• Assist with onboarding new clients transitioning from other service providers and accounting systems.
• Communicate regularly and professionally with clients, family members, vendors, advisors, and other stakeholders.
• Manage multiple client sets of books while maintaining accuracy and meeting deadlines.
• Identify discrepancies and resolve routine bookkeeping issues using sound judgment.
• Continuously develop knowledge of accounting platforms, software, and technology-enabled workflows.

Requirements

• Minimum 1 year of accounting or bookkeeping experience supporting high net worth families.
• Familiarity with trusts, estates, and various business and personal entity types.
• Recent experience using QuickBooks Online, preferably within the past 5 years.
• Proven ability to manage multiple sets of books simultaneously.
• Strong organizational skills and exceptional attention to detail.
• Ability to learn new technologies quickly and solve problems resourcefully.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively with a remote team.
• Candidates located in the Eastern or Central Time Zones preferred.

Compensation & Benefits

• Annual salary range: $45,000–$55,000 plus benefits.
• Fully remote work environment.
• Five weeks of paid time off plus holidays.
• Biannual culture-building events.
• Full benefits package including medical and dental insurance.
• 401(k) plan with employer match.

Equal Opportunity

The organization is an equal opportunity employer. It celebrates diversity and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Notes

• This listing is not offered on behalf of the employer of record (EOR). The organization’s role is to connect candidates with employers and facilitate application completion through the hiring company’s career page or ATS.