Remote Bookkeeper | WFH Opportunity

Full-Time Remote Bookkeeper Position

Join Our Esteemed Team

We are in search of a meticulous and reliable Bookkeeper to oversee the financial operations and maintain accurate records for a distinguished high-net-worth family and their affiliated small businesses. This position requires a high degree of confidentiality and discretion, with direct reporting to family members and no external reporting responsibilities. While primarily an on-site role, there is limited flexibility for hybrid work to accommodate personal scheduling needs.

What We Provide

• A comprehensive benefits package including medical coverage, health savings account, dental, and vision
• Short-term disability insurance
• Life insurance
• Paid time off, including holidays and training opportunities
• 401(k) with company matching
• Employee discounts
• Flexible spending account
  
  

Key Responsibilities

• Bookkeeping for Small Hospitality & Entertainment Business
• Perform monthly reconciliations and categorize expenses by department.
• Prepare financial reports on a monthly, quarterly, and year-end basis for management.
• Assist in forecasting to guide strategic business planning.
• Maintain the general ledger with accurate entries for all business transactions.
• Full-Charge Bookkeeping for Family-Owned Management Company
• Ensure precise financial record-keeping for the consulting management company.
• Generate comprehensive monthly, quarterly, and annual financial statements and reports.
• Financial Oversight for Annual Four-Day Exposition/Convention
• Manage record-keeping for a family-run exposition held in Chicago, IL.
• Develop event-specific financial reports and oversee event budgets.
• Personal Financial Record-Keeping
• Maintain confidential and accurate records for personal family finances.
• Collaboration with External Professionals
• Summarize information from estate attorneys, investment advisors, CPAs, and other consultants.
• Provide clear and concise reports and insights to the family based on professional recommendations.
  

Required Skills

• Bachelor's degree in Accounting, Finance, or a related field.
• At least 5 years of relevant experience in bookkeeping, personal finance, or accounting.
• Demonstrated ability to manage confidential information with integrity.
• Excellent organizational skills and meticulous attention to detail.
• Proficient in communicating financial information to non-financial individuals.
• Experience collaborating with external advisors, including CPAs and attorneys.
  
  

Career Growth Opportunities

We are committed to fostering an environment of continuous professional development, providing our team with the opportunity to enhance their skills and advance their careers through various training and exposure to diverse financial responsibilities.

Why Join Us?

This is a rare opportunity to play a pivotal role in managing the financial landscape of a high-net-worth family while contributing to their overall financial success. We invite you to apply and explore the potential for flexibility and professional growth within our organization.

Employment Type: Full-Time