Job Overview:
Bookkeeper and Personal Assistant for a Private Estate
Seeking a detail-oriented and organized individual to manage a personal estate. The ideal candidate can work independently, is patient with elderly people, and has strong knowledge of accounting principals. The candidate will be responsible for maintaining accurate financial records for multiple accounts and corporations. This role requires a strong understanding of QuickBooks Desktop, Microsoft Office, and especially Excel.
Duties:
Perform double entry bookkeeping to maintain accurate financial records
Manage accounts receivable and payables, including invoices from investment properties
Prepare and analyze financial reports to assist in budgeting
Keep records of insurance policies
Assist with tax preparation and filing
Create 1099's
Assist owner with various computing issues and maintain security
Handle incoming mail
Manage office supplies, office environment, and equipment
Keep annual minutes, waivers, and state required documents current
Qualifications
Background in data processing and bookkeeping
Proficiency in QuickBooks accounting software
Excellent written communication skills
Trustworthy and an person of integrity