Job Description
We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.
Responsibilities:
• Manage client bill payments and oversee all related financial processes.
• Record and categorize transactions accurately in Quicken, including customized client reporting.
• Prepare and complete monthly bank reconciliations and financial reports.
• Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.
• Monitor client account cash flow and coordinate funding as needed.
• Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.
• Proficient in Quicken (preferred) or QuickBooks Desktop for financial management and reporting.
• Skilled in Microsoft Office Suite, including Excel, Word, and Outlook.
• Prior experience in personal home office management, property management, or as a personal/executive assistant.
• Exceptional organizational skills, with the ability to manage emails, files, and follow-up communications efficiently.
• Strong time management skills, capable of self-scheduling, tracking details, following up, and meeting deadlines.
• Demonstrated discretion and professionalism in handling confidential client information.
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