🛠 Tech Stack

💼 About This Role

You'll support senior team members in executing client engagements and delivering white-glove service to entrepreneurial clients. You'll maintain QuickBooks files, prepare financial reports, and track investment activity. This role offers flexible remote/hybrid options and unlimited growth potential.

🎯 What You'll Do

• Support senior team members in executing client engagements
• Maintain and reconcile QuickBooks files across multiple client entities
• Assist with preparation of financial reports including P&Ls and cash flow statements
• Track and process investment activity and capital calls

📋 Requirements

• Bachelor's Degree in Accounting, Finance, Business, or related field
• 1–3 years of experience in an accounting or finance support role
• Proficiency in QuickBooks (Online and/or Desktop) required
• Strong organizational skills with attention to detail

✨ Nice to Have

• Experience in a family office setting
• Comfortable with Excel and Google Workspace

🎁 Benefits & Perks

• 🏖️ Flexible hours with remote or hybrid options
• 📈 Unlimited growth potential
• 💰 Competitive compensation including annual base salary $90k-$130k

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min