Bookkeeper- Private Client/Family Office

Bookkeeper- Private Client/Family Office Carbon Wealth Advisors Rochelle Park, NJ Job Details Full-time $70,000 - $80,000 a year 7 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Teamwork Interpersonal skills Attention to detail QuickBooks Relationship management Cash management Full Job Description About Carbon Wealth Advisors We're a boutique wealth management firm in Rochelle Park, NJ, and we take pride in the relationships we build with our clients. We work with a select group of high-net-worth and ultra-high-net-worth individuals and families who trust us with the details that matter most to their financial lives. We're growing our family office practice, and we're looking for someone to grow with us. About the Role You'll use QuickBooks daily to manage the finances of a small, dedicated group of our private client households, helping them stay organized, on top of their expenses, and always properly funded.

This is high-touch work:

you'll be responsible for every detail of each family's personal financial life — from primary household accounts down to the kids' credit cards. You'll work closely with our partners and build real relationships with the clients you support. If you're a QuickBooks pro who loves the details and wants to do meaningful work in a collaborative environment, we'd love to hear from you. What You'll Do Manage QuickBooks files across multiple private client households and entities Handle bill pay and expense tracking across household, personal, and family-member accounts (including children's credit cards), keeping every account organized and current Monitor cash flow and account balances so clients are always funded and nothing slips through Build and maintain budgeting frameworks tailored to each household's needs Review spending patterns and flag anything that looks off Prepare clear, easy-to-read reports on expenses, cash flow, and upcoming financial needs Coordinate with clients' CPAs, attorneys, and other advisors as needed Be a reliable, discreet go-to resource for clients who depend on you to keep things running smoothly What We're Looking For Solid QuickBooks experience. You'll be managing multiple client files and need to feel completely at home in the platform 3-5 years of bookkeeping, bill pay, or financial operations experience Someone who is organized, detail-oriented, and takes pride in their work Comfortable interacting with private clients and exercising discretion with sensitive financial information A self-starter who follows through Experience in a family office, wealth management, or private client setting is a plus What We Offer Base salary: $70,000-$80,000 Health, dental, and vision insurance 401(k) Paid time off

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person