• Oversee the bookkeeping of 4 - 5 households and 10-15 investment entities and assist with personal asset management and consolidation.
• Create personal profit & loss statements and balance sheets; and prepare financial presentations when needed.
• Prepare financial reports by collecting, analyzing, and summarizing accounting information.
• Maintain records of financial transactions by establishing accounts, posting transactions, and ensuring legal requirements compliance.
• Compile data for performance of operating entities and/or personal investments.
• Assist with the accounting/finance related matters for various real estate properties
• Collaborate with the Willbanks, Inc. Accounting Department.
• Handle communications with clients and vendors via phone, email, and in-person.
• Process transactions, issue checks, and update ledgers, budgets, etc.
• Manage customer collections.
• Creative thinking for managing workflow and creating efficient processes.
• Assisting with audits, fact checks, and resolving discrepancies
• Other relevant duties as assigned.

• High School Diploma or GDE, required; Associates or Bachelors Degree preferred.
• 2 years of bookkeeping experience.
• Ability to work with multiple legal entities under different legal umbrellas.
• Strong understanding of debits/credit, allocation of expenses to accounts.
• Proficiency with Microsoft Office Suite and QuickBooks required
• Ability to work in a fast paced, changing environment with time constraints.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Outstanding time management skills with a proven ability to meet deadlines.

• PTO Allotment of 120 hours / 3 weeks after 90 days of employment
• Competitive Compensation
• Holistic Health Coverage (medical, dental, vision, life insurance, disability), including 24/7 medical concierge services
• 401k Plan
• 10 Paid Holidays
• Memberships to professional organizations are paid for by the Company
• Casual Dress Code
• Teambuilding - Have fun with the team at sporting events, lunches, and other group festivities
• Excellent growth and advancement opportunities

This is a full time position