Job Summary
- Location
- Brooklyn, NY 11201
- Industries
- All
- Personal and Household Services
- Financial Services
- Job Type
- Part Time
- Employee
- Years of Experience
- 1+ to 2 Years
- Education Level
- Bachelor's Degree
- Career Level
- Experienced (Non-Manager)
About the Job
Part-time bookkeeper wanted for Single Family Office located in Brooklyn, NY. This position would be responsible for the personal financial activity of its two members and several entities that they oversee.
Position: Part time Family Office Coordinator
Primary/Daily Responsibilities:
Primary/Daily Responsibilities:
Create and keep continuously updated and master accounts and contact list for all entities.
Manage the auto-payment of routine recurring bills.
Manage the auto-payment of routine recurring bills.
Prepare the following monthly financial reports for each entity within Zen on an individual and consolidated basis:
Income Statement
Cash Flow
Balance Sheet
Cash Flow
Balance Sheet
Prepare monthly bank reconciliation statements.
Prepare personal monthly financial reports:
Prepare personal monthly financial reports:
Income Statement
Cash Flow
Balance Sheet
Cash Flow
Balance Sheet
Organize annual Tax preparation documents and coordinate with tax accountant..
The position will be exposed to a wide variety of subjects including real estate, personal investments, and estate planning.
The position has the potential to evolve and grow.
The position has the potential to evolve and grow.
Minimum Requirements:
Bachelor’s degree. CPA.
A minimum of two year of experience performing bookkeeping activities (i.e. general book keeping, budget, payable/receivable, general ledger).
Proven organizational skills, especially handling document management and financial reporting.
Excellent communication (verbal and written) and strong critical thinking skills with the ability to identify and solve complex problems accurately and quickly in an independent manner.
Strong interpersonal skills with the ability and desire to work in a fast-paced, high stress environment; capacity to meet tight deadlines and complete time-sensitive duties, as assigned.
Detail-oriented self-starter with a positive, can-do attitude; has ability to work in and contribute to the team atmosphere as well as thrive independently.
Prior experience working with management and the ability to recognize the necessity for professionalism, strict confidentiality and discretion.
Proven ability to manage multiple complex tasks concurrently in a professional and efficient manner.
Proficiency with QuickBooks and Quicken software.
Proficiency with Microsoft Office products, especially MS Word, Excel, and Power Point; the ability to learn internal applications.
Interested parties should submit a letter of interest and a resume.
Bachelor’s degree. CPA.
A minimum of two year of experience performing bookkeeping activities (i.e. general book keeping, budget, payable/receivable, general ledger).
Proven organizational skills, especially handling document management and financial reporting.
Excellent communication (verbal and written) and strong critical thinking skills with the ability to identify and solve complex problems accurately and quickly in an independent manner.
Strong interpersonal skills with the ability and desire to work in a fast-paced, high stress environment; capacity to meet tight deadlines and complete time-sensitive duties, as assigned.
Detail-oriented self-starter with a positive, can-do attitude; has ability to work in and contribute to the team atmosphere as well as thrive independently.
Prior experience working with management and the ability to recognize the necessity for professionalism, strict confidentiality and discretion.
Proven ability to manage multiple complex tasks concurrently in a professional and efficient manner.
Proficiency with QuickBooks and Quicken software.
Proficiency with Microsoft Office products, especially MS Word, Excel, and Power Point; the ability to learn internal applications.
Interested parties should submit a letter of interest and a resume.
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