What are the responsibilities and job description for the Financial Accounting Manager - Family Office position at Harper Associates?
Personal Financial & 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
www.harperjobs.com
Harper Associates specializes in the permanent placement of experienced personnel. Founded in 1968, Harper Associates has built an excellent reputation in the recruitment industry. Our long-standing history in the industry makes us unique. While we have progressed with the times, we still strive to offer personal attention and dedication to meet our clients’ needs. Harper Consultants are constantly networking, creating a continuous pool of experienced professionals to choose from.
Salary : $55,000 - $70,000