Vacancy Description
Our client is seeking a detail-oriented and tech-forward Senior Accounting Specialist to manage the full financial picture for a high-net-worth principal. This is a full-time, fully remote engagement. You will own day-to-day bookkeeping, monthly financial reporting, and ongoing budget tracking across personal household spending, investment portfolios, real estate holdings, and multiple business entities.
This is not a data-entry role.
Role Mission:
To provide accurate, timely, and complete financial visibility across all personal and investment accounts — empowering confident decision-making through clean books, clear reporting, and proactive financial stewardship.
Key Responsibilities:
Bookkeeping & General Ledger
- Maintain accurate, up-to-date books across personal, investment, real estate, and business entity accounts in QuickBooks Online
- Reconcile all accounts monthly; investigate and resolve d...
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