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Bookkeeper for High Net Worth Individual

Location : On-Site (Beverly Hills)
Job Type : Direct
Compensation : 70000.00 - 80000.00 USD/YEAR
Hours : Full Time
Required Years of Experience : 5+ years
Required Education : Bachelor's Degree
Travel : No
Relocation : No

Job Description :

A single, high net-worth partner of a Private Equity firm in Beverly Hills is seeking a Personal Bookkeeper / Accountant on a full-time basis to work onsite in the firm's professional office. Compensation includes Salary, Bonus and Benefits


The ideal candidate must have the following experience:

  • Keeping excellent accounting records for various investments, including Real Estate 

  • Recognizing capital contributions and distributions for  high net worth individuals or shareholders

  •  QuickBooks

  • Cash Reconciliations for an individual partner

  • Managing Charitable Donations


  • Must have strong professional presence and the ability to maintain confidentiality.

  • Must use discretion when dealing with sensitive and confidential information.

Required Qualifications :

  • QuickBooks Experience

  • Strong Excel Skills

  • Experience with capital contributions and distributions

  • Excellent communication skills 

  • Strong emotional intelligence skills to effectively handle issues and situations sensitive in nature

  • Must demonstrate the utmost professional and ethical conduct.

Skills :
capital contributions capital distributions Excel Quickbooks
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