Job Description

**Full-Time Position**
**Benefits Include: Dental, Life, Medical, Paid Time Off, Retirement, Vision**

**Job Summary:**

We are seeking an experienced and detail-oriented Bookkeeper to manage financial operations and record-keeping for a high-net-worth family and their associated small businesses. This role requires a high level of confidentiality and discretion, with direct reporting to family members. While primarily an on-site position, there is limited hybrid flexibility for occasional personal schedule adjustments, though regular remote work is not available.

**What We Offer:**

- Comprehensive benefits package including medical, health savings account, dental, and vision
- Short-term disability insurance
- Life insurance
- Paid training, paid time off, and holidays
- 401k company match
- Employee discounts
- Flexible spending account

**Your Responsibilities:**

1. **Bookkeeping for Small Hospitality & Entertainment Business:**

- Perform monthly reconciliations and categorize expenses by department.
- Generate monthly, quarterly, and year-end financial reports for management.
- Support forecasting efforts to guide business planning.
- Maintain the general ledger with accurate entries for business transactions.

2. **Full-Charge Bookkeeping for Family-Owned Management Company:**

- Maintain accurate bookkeeping records, tracking all financial transactions.
- Prepare monthly, quarterly, and annual financial statements and reports.

3. **Financial Oversight for Annual Four-Day Exposition/Convention:**

- Handle record-keeping for a family-run exposition held in Chicago, IL.
- Prepare event-specific financial reports and manage event budgets.

4. **Personal Financial Record-Keeping:**

- Maintain confidential and accurate records for the family's personal finances.

5. **Collaboration with External Professionals:**

- Summarize information from estate attorneys, investment advisors, CPAs, and other consultants.
- Provide clear, concise reporting and information to the family based on professional input.

**Qualifications:**

- Bachelor's degree in Accounting, Finance, or a related field.
- At least 5 years of relevant experience in bookkeeping, personal finance, or accounting.
- Demonstrated ability to handle confidential information with integrity.
- Strong organizational and detail-oriented skills.
- Ability to translate financial information for non-financial stakeholders.
- Experience working collaboratively with external advisors such as CPAs and attorneys.

**Flexible work-from-home options available.**
Employment Type: Full-Time
Salary: $ 80,000.00 120,000.00 Per Year

Job Tags

Holiday work, Full time, Temporary work, Work from home, Flexible hours,

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