Medical Accountant Bookkeeper

A multi-generational single-family office, seeks a detail-oriented accountant/bookkeeper to join their collaborative, long-tenured team. This role focuses on bill pay, entity accounting, and financial reporting for high-net-worth family clients.Key *****Extensive communication and liaison with family members and vendorsManage bill payments, cash flow, and budgeting for client entitiesReconcile accounts, monitor liquidity, and prepare financial statementsCoordinate payments for loans, credit lines, and insuranceOnboard clients to bill-pay systems and maintain accurate recordsSupport special projects and communicate directly with family membersAssociate/Bachelor’s degree; 5+ years accounting/bookkeeping experienceStrong skills in AP/AR, reconciliations, reporting, budgeting, GL managementProficiency in accounting software (Dynamics, Intacct, QuickBooks, NetSuite) and Office 365Excellent attention to detail, confidentiality, and client service mindsetPrior client-facing experience; family office experience a plus*****401k match, profit sharing, excellent benefits, and a supportive, stable work environment.

Created: 2025-10-14