Opportunities Aligned to Your Experience and Long-term Direction

• Title: Bookkeeper / Accounting Specialist
• Location: In-office, Galleria area 
• Employment Type: Contract-to-hire
• Pay $25-30/h 

A growing family office services firm is seeking a Bookkeeper / Accounting Specialist to join its client service team on a contract to hire basis. This role will support successful business owners, affluent families, and multiple client entities with bookkeeping, reconciliations, financial reporting, workpaper preparation, and client reporting packages.

This is not a basic data-entry bookkeeping role. The ideal candidate will have strong accounting knowledge, excellent attention to detail, and the ability to keep financial information organized, accurate, and presentation-ready.

Responsibilities

• Perform day-to-day bookkeeping and accounting for multiple client entities.
• Record and classify financial transactions accurately and timely.
• Maintain general ledgers and supporting schedules.
• Prepare journal entries and adjusting entries as needed.
• Assist with accounts payable, accounts receivable, payroll support, and other accounting functions.
• Reconcile bank accounts, credit card accounts, and investment-related cash accounts.
• Research and resolve account discrepancies.
• Prepare monthly and quarterly financial reports, including:
  • Balance sheets
  • Income statements
  • Cash flow statements
  • Budget vs. actual reports
  • Supporting financial schedules
• Maintain organized accounting workpapers and supporting documentation.
• Assist with year-end close, tax preparation support, and audit-related requests.
• Prepare and assemble client reporting packages, dashboards, executive summaries, and presentation materials.
• Maintain accurate client records, including financial accounts, entities, assets, liabilities, and supporting documentation.
• Track outstanding client action items and help coordinate follow-up with advisors and other professionals.
• Support process improvement and help keep client financial information organized and up to date.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• 2+ years of bookkeeping or accounting experience.
• Strong understanding of accounting principles.
• Experience preparing financial statements.
• Strong account reconciliation experience.
• Advanced Microsoft Excel skills.
• Experience with QuickBooks Online or similar accounting software.
• Strong attention to detail and accuracy.
• Excellent organization and time management skills.
• Ability to manage multiple deadlines and client entities.
• Strong written and verbal communication skills.
• High level of professionalism and confidentiality.

#FO9