Role Description

Our small family office is seeking a highly organized Personal Bookkeeper to manage the Principal’s personal finances and select entities. This part-time, remote role (~10-20 hours/week) offers exposure to personal, business, and investment fund activities, with the opportunity to build and refine bookkeeping processes and workflows. U.S. citizens only; must be able to travel domestically (including Puerto Rico) for occasional in-person meetings.

Key Responsibilities

Lead bookkeeping for the Principal’s personal accounts, select companies, and investment entities
Reconcile accounts and track contributions, distributions, and expense allocations
Manage personal, household, and investment transactions, including bills, cash flow, and budgeting
Prepare monthly and ad hoc financial summaries, projections, and financial statements
Support special projects, process improvements, and AI-driven workflow initiatives

Qualifications

U.S. citizenship required, with the ability to travel domestically (including Puerto Rico) for occasional in-person meetings
5+ years of accounting and bookkeeping experience, including personal finances and small business entities
Bachelor’s degree in Accounting, Finance, or a related field
Strong understanding of accounting principles, financial reporting, and bookkeeping best practices
Advanced skills with QuickBooks, Excel, and other accounting software; familiarity with AI-enabled financial tools is highly valued
Meticulous, organized, and able to handle confidential information with discretion
Self-motivated and proactive, capable of thriving in a dynamic, multi-entity environment

Additional Information

This role reports directly to the Principal and will collaborate with other family office and fund personnel as needed

Please note: Applicants with less than 5 years of bookkeeping experience will not be considered

Compensation: $50-$100/hour

If this role excites you, we’d love to hear from you!

Private Family Office

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Personal Bookkeeper – Small Family Office (Part-Time, Remote)