Family Office Manager/Construction Staff Accountant

Family Office Manager/Construction Staff Accountant

About Level Workforce, LLC

Level Workforce is an innovative consulting and workforce solutions agency dedicated to empowering businesses and business owners in the construction, real estate and finance industries. With over 25 years of combined industry experience, we are passionate about helping clients achieve their goals through strategic guidance, streamlined processes, and operational excellence.

Our team of seasoned professionals offers a range of consulting services, from business advisory to executive hands-on consulting, and staffing solutions to help develop tailored solutions that address our client's unique challenges and goals. We take a client-first approach and prioritize communication, collaboration, and transparency to ensure that our clients feel supported throughout their engagement with us.

THE LEVEL WORKFORCE MISSION

To help businesses build, optimize, and lead their operations. We are committed to providing strategic guidance, streamlining processes, and improving operational efficiency to help our clients thrive in a rapidly changing business landscape. We are committed to helping our industry modernize by implementing automations, sharing our expertise, and facilitating cultural and organizational changes.

Position Details

• Title: Family Office Manager/Construction Staff Accountant
• Type: 1099 Contract
• Location: Hybrid: Remote and in-person at the office in Grantville, GA (1/2 day per week)
• Hours: approximately 10 hours per week
• Compensation: $25-$40 per hour (based on experience)
• Reports To: Director of Finance

Position Overview

The Family Office Manager / Construction Staff Accountant is a highly trusted financial and administrative professional responsible for managing accounting, bookkeeping, reporting, compliance, and administrative functions across multiple entities, including the owner’s Family Office, Trust holdings, Creek Stand Land Company (CSLC), and Baseline Building Group (BBG).

This role serves as the central financial coordinator for personal, family office, real estate, and business activities, ensuring accurate financial records, timely reporting, regulatory compliance, and effective administration of assets, liabilities, and business operations.

The ideal candidate is detail-oriented, highly organized, proactive, and experienced in both accounting and construction-related financial administration.

Core Responsibilities

Family Office & Trust Administration

• Maintain personal and family office bookkeeping and accounting records.
• Prepare monthly financial statements, reconciliations, and management reports.
• Administer and track 529 education savings plans and qualified education expenses.
• Coordinate financial activity and reporting between operating businesses and the family office.
• Manage trust-related assets, liabilities, and financial records.
• Oversee administration of real estate holdings, including:

Revenue and expense tracking

Utility account management

Vendor and service provider administration

Service agreement management

Property improvement project tracking

Furniture, Fixtures & Equipment (FF&E) tracking

• Manage banking relationships, bill payment processes, and cash management activities.
• Coordinate tax-related information and reporting with external CPAs, attorneys, and advisors.
• Maintain corporate, trust, and legal documentation.
• Manage mail receipt, scanning, routing, filing, records retention, and document organization.

Creek Stand Land Company (CSLC) Accounting & Administration

• Manage bookkeeping related to real estate acquisitions, dispositions, and development activities.
• Support transaction closings through financial coordination and documentation management.
• Prepare investor reporting packages and supporting financial schedules.
• Assist with financial compilations and documentation required for underwriting and lending requests.
• Coordinate loan applications, servicing activities, lender reporting, and communications.
• Administer contractor and vendor compliance requirements, including collection and maintenance of:

W-9 forms

Certificates of Insurance

Lien waivers and releases

Vendor onboarding documentation

• Process invoices and manage approval workflows.
• Administer accounts payable and accounts receivable functions.
• Support job costing and project-level financial tracking.
• Assist with Budget vs. Actual (BVA) reporting and project performance analysis.
• Serve as the primary accounting contact for vendors, contractors, and trade partners.

Baseline Building Group (BBG) Construction Accounting Support

As construction operations continue to grow, this role will assume increasing responsibility for construction accounting and project financial administration, including:

• Construction bookkeeping and accounting support.
• Job costing and project cost tracking.
• Subcontractor compliance administration.
• Vendor payment processing and management.
• Project accounting support and financial documentation.
• Financial reporting and management reporting assistance.

Licensing, Compliance & Administrative Support

• Manage business license applications, renewals, and compliance requirements.
• Coordinate contractor licensing and continuing education tracking.
• Assist with vendor account setup and credit applications.
• Review employee expense reports and process reimbursements.
• Maintain asset and liability schedules.
• Compile financial statements and management reports for leadership review.
• Maintain accurate business and entity records.
• Obtain and maintain Notary Public certification (or willingness to obtain at company expense).

Qualifications

Required Qualifications

• Proficiency in QuickBooks Online.
• Prior bookkeeping and accounting experience with responsibility for financial recordkeeping, reconciliations, and reporting.
• Experience working directly with CPAs, tax professionals, and external advisors.
• Strong organizational, administrative, and document management skills.
• Ability to maintain strict confidentiality and handle sensitive financial and personal information.
• Excellent written and verbal communication skills with strong follow-through and attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to manage multiple priorities, deadlines, and entities simultaneously.

Preferred Qualifications

• Construction accounting experience.
• Job costing experience.
• Experience in real estate development, construction, or land development industries.
• Experience managing subcontractor and vendor compliance requirements, including Certificates of Insurance, W-9s, lien waivers, and related documentation.
• Experience supporting small business owners, executives, entrepreneurs, or family offices.
• Familiarity with project accounting, budgeting, and Budget vs. Actual (BVA) reporting.
• Experience coordinating with lenders, attorneys, financial advisors, and other professional service providers.

Candidate Profile

The ideal candidate is a highly organized accounting professional who enjoys wearing multiple hats and supporting a variety of business and personal financial activities. They are equally comfortable managing day-to-day bookkeeping, preparing financial reports, coordinating with outside professionals, and handling administrative responsibilities. This individual thrives in a fast-paced entrepreneurial environment, demonstrates exceptional discretion, and takes ownership of ensuring that financial and administrative matters are handled accurately and efficiently.

Location

This position is based in the Grantville, Georgia area. Preference will be given to candidates who reside within a reasonable commuting distance, including:

• Grantville
• Newnan
• Peachtree City
• LaGrange
• West Point
• Columbus
• Surrounding communities

Occasional travel between properties, businesses, financial institutions, and professional advisors may be required.

What We Offer

• Flexible, remote contract structure
• Opportunity to support growing construction and professional service brands
• Direct collaboration with experienced business leaders
• Ability to expand responsibilities over time based on performance