Bookkeeper

Job Description

Our client is seeking an eager and driven Finance Associate/Bookkeeper to join their executive team! Reporting directly to the Senior Vice President of our client's family office, you will play a pivotal role in the CEO's personal financial organization, cash flow management, expense tracking/budgeting, and more.

Offering:

HYBRID working opportunities with accommodated parking.

FLEXIBLE schedule.

Great benefits.

Long tenure amongst staff - first time having to do hiring for this department in 20 years.

Generous compensation and bonus.

Opportunities for growth --> very goal-oriented company.

Stable, yet growing company!

Finance Associate/Bookkeeper Responsibilities:

Provide high-level administrative, bookkeeping, and project management support to the Financial Services department.

Act as a liaison between the Financial Services department and employees of the company, the Chairman’s household staff, employees of the Chairman’s other businesses, and external personal and business contacts.

Process bi-weekly payroll for household staff, ensuring accuracy and timeliness.

Manage onboarding and offboarding processes for household staff, including payroll setup and termination.

Administer household staff benefit programs, including enrollment, changes, and inquiries.

Track and pay household and The Principals’ expenses, ensuring proper documentation and compliance with policies.

Manage corporate and personal credit cards for the Chairman, household staff, etc., including reconciliation and expense categorization.

Oversee and track petty cash for household staff, maintaining accurate records and replenishment procedures.

Develop and enforce specific household and department operating policies and procedures to ensure compliance and efficiency.

Provide support to the SVP as needed, including ad-hoc projects and tasks.

Maintain confidentiality and professionalism in all interactions and transactions.

Collaborate with other departments as necessary to achieve departmental and organizational goals.

Stay updated on relevant regulations and industry trends related to payroll, expenses, and household management.

Finance Associate/Bookkeeper Qualifications:

BS in Accounting, Finance, or related field preferred.

5+ years of payroll/bookkeeping experience.

HR experience - onboarding/offboarding, personnel record keeping, etc.

QuickBooks and Paychex = a plus.

Active Notary = major plus.

Ability to maintain a high level of confidentiality and professionalism.

Company Description

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management.

CFS was named to Forbes’ list of “Best Professional Recruiting Firms” three years in a row and also cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies” two years in a row!