Bookkeeper – High Net Worth Accounting Associate

Overview

This role is for a highly-motivated Bookkeeper to join the organization’s Private Client Segment, supporting High Net Worth families. The position is Full-Time W2 and Remote (U.S.). Compensation is $45,000–55,000 + Benefits.

Responsibilities

• Record and classify financial account activity using strong attention to detail
• Support reconciliations, reporting, AP, AR, and payroll processing duties
• Ensure proper documentation and notes are submitted into accounting systems and client records
• Assist with onboarding new clients from other service providers and systems
• Help clients daily through direct communication with their family members, vendors, and advisors
• Continuously learn and expand expertise in new accounting platforms and software

Requirements

• At least 1 year of accounting and/or bookkeeping for High Net Worth families
• Familiarity with Trusts and Estates and various types of entities
• Within the last 5 years, used QuickBooks Online (QBO)
• Experience working with multiple sets of books at one time (for example: bookkeeping for clients with a CPA firm)
• Strong organization and detail-oriented approach
• Excited to learn new technology and able to develop practical solutions
• Ideal candidates are based in EST or CST

Compensation & Benefits

• $45,000–55,000
• Five weeks PTO plus holidays
• Full benefits package + 401(k) match

Location

Remote (U.S.)

Ideal candidates based in EST or CST