Bookkeeper

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: u2022 Manage client bill payments and oversee all related financial processes. u2022 Record and categorize transactions accurately in Quicken, including customized client reporting. u2022 Prepare and complete monthly bank reconciliations and financial reports. u2022 Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution. u2022 Monitor client account cash flow and coordinate funding as needed. u2022 Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers. Requirements u2022 Proficient in Quicken (preferred) or QuickBooks Desktop for financial management and reporting. u2022 Skilled in Microsoft Office Suite, including Excel, Word, and Outlook. u2022 Prior experience in personal home office management, property management, or as a personal/executive assistant. u2022 Exceptional organizational skills, with the ability to manage emails, files, and follow-up communications efficiently. u2022 Strong time management skills, capable of self-scheduling, tracking details, following up, and meeting deadlines. u2022 Demonstrated discretion and professionalism in handling confidential client information. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-11-01