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Harper Associates

Personal Accountant

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Job Description

Personal Accountant at Harper Associates Personal Accountant at Harper Associates in Franklin, Michigan Posted in 3 days ago.

Type:

full-time Personal Accountant & Administrative Manager - Private Family Birmingham, MI $55K-$70K (25-30 hours/week, remote)

Require:

Intuit QuickBooks ProAdvisor certification, Excel Expert level. Search by Harper Associates A private family in Birmingham is seeking a highly experienced, trustworthy Personal Financial & Administrative Manager for a long-term relationship. This role is approximately 70% financial/bookkeeping and 30% personal/administrative.

Schedule:

Approximately 25-30 hours/week with a highly flexible, results-oriented schedule

Work Arrangement:

Primarily remote with regular in-person meetings in Birmingham Key Responsibilities

  • Manage personal and household bookkeeping using QuickBooks
  • Reconcile accounts and track bills, expenses, and financial obligations
  • Maintain Excel spreadsheets, financial records, budgets, and reports
  • Organize tax documentation and coordinate with CPAs, attorneys, financial advisers, and other professionals
  • Manage household records, vendors, insurance, renewals, subscriptions, and select administrative matters
  • Handle special financial and personal projects with discretion and follow-through
  • Coordinate some travel plans Required Qualifications
  • Current Intuit QuickBooks ProAdvisor certification - mandatory
  • Expert-level Microsoft Excel skills - mandatory
  • Significant professional bookkeeping, accounting, controller, or financial administration experience
  • Exceptional attention to detail, organization, and accuracy
  • Ability to work independently and manage deadlines without daily supervision
  • Excellent communication skills and unquestionable discretion/confidentiality
  • Must live within reasonable commuting distance of Birmingham, MI and be available for regular in-person meetings Experience with private families, family offices, high-net-worth households, CPA/accounting firms, or controller-level responsibilities is highly desirable.

Ideal candidate is a mature, financially sophisticated professional who takes ownership, anticipates needs, and can become a trusted long-term resource to the family. Confidential screening, professional references, background check, and certification verification required.

Send resume to:

Ben Schwartz, President Harper Associates ben@harperjobs.com www.harperjobs.com 248-737-0431

Benefits

  • Dental Insurance