Accounting Assistant

We are seeking an Accounting Assistant to help with our daily accounting functions including but not limited to Credit Card reconciliations, AP, AR, etc

Who You Are:

• Environment is a family office setting (family members may work in the office).
• Less “corporate” than a traditional professional services environment; cultural comfort matters.
• Energetic, engaged personality; comfortable with a fast-paced, transactional workflow.

Key ResponsibilitiesDaily Bookkeeping & Transaction Processing

• Accurately record daily purchases, expenses, income, and other financial activities using QuickBooks.
• Prepare and post journal entries as needed to ensure accurate categorization and reporting.

Bank, Account & Credit Card Reconciliations

• Reconcile and verify credit card purchases, ensuring proper documentation and coding.

Accounts Payable, Billing, Invoicing & Collections

• Create weekly invoices for all open jobs and maintain an effective cadence for billing.
• Track invoices, payments, and overdue accounts/rents while maintaining strong vendor relationships.

Reporting & Stakeholder Support

• Run and deliver QuickBooks financial reports for management and external accountants.

Required Skills & Experience

• Accounting background
• Strong QuickBooks experience (required).
• High proficiency in Microsoft Excel.
• 5+ years of bookkeeping/accounting (or closely related) experience.
• Strong understanding of GAAP and solid accounting fundamentals.
• Ability to work quickly while maintaining accuracy; exceptional attention to detail.
• Highly organized, proactive, and self-directed with strong follow-through.
• Strong communication and interpersonal skills; able to build trust with vendors and partners.

Nice to Have

• Associate’s degree or higher in Accounting/Finance (preferred).
• Contract or project-based accounting background.
• Experience in a high-transaction, multi-entity, or fast-moving environment.

Benefits (Strong Package):

• Paid vacation and holidays
• Health and dental insurance options
• Potential for 100% employer-paid medical insurance (depending on plan eligibility)
• Bonus potential

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