Bookkeeper/Personal Assistant

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