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Bookkeeper for Family Office
Galleria Houston, TX, $75-85K
Small, successful, and established family office in the Galleria area is seeking a detail-oriented Bookkeeper with a knack for numbers and a passion for maintaining smooth office operations to support its real estate and investment ventures. Exceptional opportunity to work in a close-knit environment where integrity, discretion, and excellence are valued.
Role as a key team member will ensure the seamless management of day-to-day operations, bookkeeping tasks, and financial reporting.
Responsibilities
- Bookkeeping & Financial Management:
- Maintain accurate records of daily office operations, including bookkeeping and file maintenance (paper and electronic).
- Reconcile bank accounts, investment accounts, and credit card statements.
- Pay invoices via check and wire transfer in a timely and accurate manner.
- Prepare financial reports and status updates using Excel and QuickBooks.
- Maintain detailed Excel spreadsheets for tax, bookkeeping, and reporting purposes.
- Payroll & Insurance Administration:
- Process payroll for employees.
- Review and manage payments for health, vehicle, and property insurance.
- Tax Preparation Support:
- Compile and provide information required by the outside Tax Accountant.
- General Office Duties:
- Assist with various administrative tasks to support office efficiency.
- Handle additional duties as requested, ensuring a high standard of quality and professionalism.
Requirements
- Proven experience as a Bookkeeper, preferably in a high-net-worth (HNW) or ultra-high-net-worth (UHNW) family office.
- Proficiency with Microsoft Office Suite (especially Excel) and QuickBooks.
- Excellent organizational and time management skills.
- Exceptional attention to detail and problem-solving abilities.
- Strong verbal, written and interpersonal communication skills.
- Self-directed, resourceful, and proactive problem solver with the ability to work with minimal supervision.
Full-time, on-site position in a business casual Class A office space features a flexible schedule (8:30 AM–5:30 PM, Monday–Friday) with minimal overtime. Free parking, standard PTO + paid holidays and discretionary annual bonus.