Job Description

Woods & Co Recruitment has partnered with the private family office of a New York based CEO to appoint a Full Charge Bookkeeper. This is a newly created role, taking over work that has sat with the family’s executive assistant and has grown well beyond what one person can carry alongside another job.

You would be the person who brings order to it. The books, the properties, the payments and the records, all in one pair of hands, reporting into the chief of staff with a weekly check in and regular reporting to the principal. It is a small, warm team and a close knit family, and there is no template to inherit, so the person who takes this gets to decide how it runs.

What’s in it for you?

• $110,000 to $160,000 base, plus benefits
• A newly created position with real ownership. You choose the accounting platform and set the processes
• Close working relationship with the principal, the family and their advisers
• Work on the family’s art and collectibles, including building the collection register from the ground up
• Remote, with one day in the office
• A long term seat in a private environment rather than a revolving client book

What do you do?

• Full cycle bookkeeping and reconciliation across personal and family accounts and entities
• Manage expenses across multiple residences, including New York apartments, properties in other states and a home in Mexico, covering taxes, utilities, insurance, vendors, renovations and running costs
• Reconcile American Express and other card spend, including frequent travel changes, cancellations and incidentals
• Process a high volume of invoices and outgoing wires, making sure the right entity and account is used, and prepare payments for final approval
• Coordinate with tax advisers and other external professionals, keeping records complete and organized
• Support family members with medical insurance claims, vested funds and other financial administration
• Support charitable giving and donations
• Produce clear, regular reporting for the chief of staff and the principal
• Assess and implement a suitable accounting and financial management platform
• Introduce the systems, controls and processes that make the whole thing more efficient and transparent
• Build and maintain a structured register of the art and collectibles: purchase price, acquisition date, current location and which residence or premises each piece sits in, maintaining records on sales and preparing sale invoices

What do you need?

• Proven full charge bookkeeping experience, ideally within a family office, private client or high net worth environment
• Comfort with multi entity structures and personal and business accounts sitting side by side
• Strong reconciliation discipline and high volume AP and wire experience
• Experience supporting an individual who buys and sells art or collectible assets, or equivalent exposure to collection or asset record keeping
• Confidence selecting and implementing accounting software, and building process where none exists
• Experience working with external tax advisers, attorneys, insurers and other professionals
• Absolute discretion. This is a private household and the confidentiality bar is high
• A calm, organized approach and the judgment to know what needs escalating and what does not

If this sounds like the right next move, APPLY NOW or reach out to Kate Beaumont at kate@woodsco.global or (646) 323 2825 for a confidential conversation.

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce which values all backgrounds and experiences.

*You will only be contacted if you are shortlisted and meet the above requirements.

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