Job Description
Job Description
Job Listing: Personal Accountant for a Private Family
Location: Boca Raton, FL (Hybrid: Remote with regular in-person meetings)
Employment Type: Part-time
Salary: Competitive, based on experience
Start Date: Flexible
About the Role
We are seeking a highly organized and trustworthy Personal Accountant to manage the day-to-day financial affairs of a private family. The ideal candidate will be responsible for bookkeeping, tracking expenses, making payments, managing budgets, moving projects forward with a self-motivated approach, and ensuring financial efficiency across multiple properties and accounts. This role requires a self-starter, critical thinking, discretion, professionalism, and a keen eye for detail. Of primary importance is a candidate that has exceptional communication skills and can take the initiative to analyze finances, reach out frequently and regularly.
Key Responsibilities
- Maintain accurate and up-to-date bookkeeping records across many accounts and properties
- Manage Quickbooks subscriptions and entries in a detailed manner
- Create reports and other visual tools to provide financial updates and demonstrate trends on a regular basis
- Establish a strong pattern of communication with principles and take the lead in providing information and analysis
- Track income and expenses to ensure financial good standing
- Handle bill payments, credit cards, loans, and other financial obligations
- Reconcile bank accounts, investment accounts, and financial statements
- Prepare monthly and yearly financial reports
- Present financial overview to homeowner both routinely and as needed
- Oversee household budgets, savings, financial goals, and projects
- Coordinate with tax advisors, financial planners, and legal professionals
- Assist with payments and detailed statement review
- Manage insurance policies, real estate payments, and other assets
- Ensure compliance with financial regulations and tax laws
- Maintain transaction records for all statements and communication with vendors
- Tasks to include traditional accounting as well as needs that arise for properties and family members
Qualifications & Skills
- Bachelor’s degree in Accounting, Finance, or a related field
- 5+ years of experience in personal or business accounting
- Proficiency in QuickBooks, Quickbooks Add-Ons, Excel, and financial management software
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Ability to handle confidential financial information with discretion
- Knowledge of tax laws and asset management is a plus
- Experience managing finances for high-net-worth individuals is a plus
- Excellent communication and interpersonal skills are of primary importance
Benefits
- Competitive salary and performance-based bonuses
- Flexible working hours (remote or hybrid options may be available)
- Discretionary annual bonus
How to Apply
Interested candidates should submit their resume, cover letter, and at least 2 references to nina@jalagro.com with the subject line: “Personal Accountant Application – [Your Name]”. Please limit replies to applicants who are able to perform hybrid responsibilities in which they have the ability to work remotely, can be highly responsive during work hours and can attend in-person meetings in East Boca Raton.
We look forward to hearing from you!