Bookkeeper - High Net Worth Individuals

Solomon Enterprises • Beverly Hills, CA, US • 1w ago

Bookkeeper

Hybrid 3 days a week in office in Beverly Hills. Must have experience in Bookkeeping for High Net Worth Individuals.

We’re seeking a skilled bookkeeper to join our team. In this role, you’ll manage essential financial duties, such as recording financial transactions, creating an internal coding system, and processing payroll. We’re looking for a team player who has a strong attention to detail and a commitment to supporting our mission. If you’re eager to contribute to our company’s success, we invite you to apply and become a valued member of our team.

About Our Workplace

We are proud to foster an inclusive work environment where every employee is valued. Our staff is made up of creative and hardworking individuals who enjoy contributing to our cause as much as they do the personal and professional growth that comes with it. Join us, and be a part of a team that is creating lasting change in our industry.

Bookkeeper Job Responsibilities

Maintain financial transaction records by establishing accounts, posting transactions, and ensuring legal compliance.

Develop a chart of accounts that defines bookkeeping policies and procedures.
Maintain subsidiary accounts by verifying, allocating, and posting transactions.
Prepare financial statements, such as ledgers, income statements, and balance sheets.
Utilize the appropriate accounting software to manage and automate financial tasks when relevant.
Assist with creating budgets, financial forecasts, and quarterly reports.
Collect, analyze, and summarize data for tax forms according to local and federal mandates.
Contribute to team effort by accomplishing related tasks as needed.

Preferred Qualifications and Skills

Experience working on accounting tasks for High Net Worth individuals.
Knowledge of and ability to learn essential accounting software.
Familiarity with spreadsheets, formulas, and data analysis tools.
A general understanding of the main accounting principles, such as accruals and revenue.
Strong attention to detail and level of accuracy.
Effective verbal and written communication skills.
Capable of spotting and resolving discrepancies.
Knowledge of relevant tax requirements and how to prepare basic tax documentation.

Education and Requirements: