Family Office Bookkeeper
The Fix Group Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Franklin • Tennessee • United States
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About the role
- Manage full-cycle bookkeeping including accounts payable, accounts receivable, bank and credit card reconciliations, and general ledger maintenance for family rental property entities.
- Process and record real estate transactions, including rental income, property expenses, depreciation schedules, mortgage payments, and 1099 contractor payments.
- Prepare monthly, quarterly, and annual financial statements and reports for family office leadership.
- Coordinate with external CPAs and tax advisors to ensure timely and accurate filings across personal and entity-level returns.
- Maintain organized and accurate records for the family with respect to their personal residential properties and assist the family with monitoring household spend. (not tax reported accounting)
- Handle vendor payments, including occasional trips to meet vendors/contractors in person for payments or collection of receipts and invoices.
- Support budgeting and cash-flow forecasting for family office operations and real estate holdings.
- Assist with onboarding new vendors and maintaining W-9 documentation and compliance.
- Prepare ad hoc financial reports and do special projects as directed by the Chief of Staff or Director of Family Office.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- Minimum of 2–4 years of bookkeeping or accounting experience, preferably in a real estate environment.
- Demonstrated experience with real estate accounting (rental properties, commercial holdings, or real estate investment entities).
- Proficiency with accounting software and Microsoft Excel.
- Strong attention to detail and accuracy in data entry and financial reporting.
- Ability to handle confidential and sensitive financial information with the highest level of discretion.
- Valid driver’s license and reliable transportation for periodic local travel in the Franklin, TN area.
- Self-directed with excellent time management skills in a remote work environment.
Benefits
- Competitive salary and benefits package will be offered.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
bookkeepingaccounts payableaccounts receivablebank reconciliationscredit card reconciliationsgeneral ledger maintenancereal estate transactionsfinancial statementsbudgetingcash-flow forecasting
Soft Skills
attention to detailaccuracydiscretiontime managementself-directed
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business Administration