Bookkeeper – High Net Worth Accounting Associate

Overview

This organization is a woman-led, technology-forward accounting and advisory firm specializing in support for nonprofits, small businesses, and high net worth families. The role supports accurate client financials by combining experienced professionals with modern accounting technology and a strong service culture.

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.
• Biannual culture-building events.
• Collaborative, low-ego team culture.
• Five weeks of paid time off plus holidays.
• Full benefits package including medical and dental insurance.
• 401(k) plan with employer match.

Equal Opportunity Statement

This organization is an equal opportunity employer. They celebrate diversity and are 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.