Maintain complete financial records for multiple properties, trusts, and household accounts
Record and categorize transactions accurately using QuickBooks Desktop or Online
Reconcile bank, credit card, and investment accounts monthly
Prepare cash flow, expense, and property financial summaries for review with principal and CPA
Oversee accounts payable and receivable for household staff, vendors, and contractors
Track expenses, maintenance costs, and capital improvements for all properties
Manage utility accounts, property taxes, and insurance renewals
Support budgeting for repairs, renovations, and operational costs across multiple residences
Work with estate manager on vendor agreements, bids, and payment schedules
Maintain files for tax documents, receipts, and vendor W-9s
Collaborate with accounting firm during quarterly and annual filings
Support trust or entity-level bookkeeping as required for property ownership structures
Issue payroll and/or contractor payments for household employees
Track reimbursable expenses and employee credit card spending
Liaise discreetly with property managers and other service professionals
Handle all financial information, property details, and family records with absolute confidentiality
Exercise sound judgment and professionalism at all times.

Minimum 5 years of bookkeeping experience, with prior work for private families, estates, or real estate portfolios strongly preferred
Advanced proficiency in QuickBooks, Excel, and financial reporting
Knowledge of property management accounting and household payroll processes
Strong understanding of GAAP and personal financial recordkeeping
Excellent organizational skills and obsessive attention to detail
Proven ability to operate discreetly and autonomously, with minimal supervision.

Fiduciary Accountant

Key skills