Job Opportunity: Experienced Bookkeeper/Executive Assistant
Private family investment office is seeking an experienced bookkeeper coupled with adeptness in an executive support role. Our Private Investment Office in Longmont/Boulder CO, is looking for a long-term, part-time individual to join our team either in-office or remotely. We offer flexible hours to accommodate your schedule while supporting a variety of accounting-admin related activities.
As our Bookkeeper/Executive Assistant, you'll have the opportunity to work directly with the owner, managing accounting activities for multiple investment entities. We are seeking an organized, intelligent, and self-directed individual to join our small team. Your responsibilities will include the following:
Responsibilities:
- Conducting bookkeeping tasks such as reconciling monthly bank accounts and credit cards.
- Generating end-of-the-month and quarterly reports for various closely held entities, including philanthropic activities.
- Tracking account balances, payments, and cash flows of various LLCs.
- Assisting with quarterly tax filing and year-end tax preparation, coordination with our CPA.
- Reviewing and inputting financial data into Cash Management Spreadsheets.
- Providing executive assistance to the owner.
Requirements:
- Minimum of 5 years' experience with high-level proficiency in Quickbooks, Excel, and financial reporting.
- Excellent verbal and written communication skills.
- Attention to detail and a strong organizational style.
Additional Information:
- Option to work remotely or from our Longmont or Boulder offices.
- 10 to 15 hours per week with flexible scheduling.
- Compensation: $35-$50/hour + performance-based bonus. Compensation & hours are negotiable for highly skilled & experienced individual.
This is an excellent opportunity for an individual who takes initiative and responsibility for their work. It is ideal for someone passionate about accounting and eager to expand their knowledge.
If this feels like this would be a good fit for you or somebody you know and are ready to join our team, please submit your resume and references.
We will be in touch once we have reviewed your resume about next steps and timelines moving forward.
We look forward to hearing from you!