Medical Accountant Bookkeeper

A multi-generational single-family office, seeks a detail-oriented accountant / bookkeeper to join their collaborative, long-tenured team. This role focuses on bill pay, entity accounting, and financial reporting for high-net-worth family clients.

Key

Extensive communication and liaison with family members and vendors

Manage bill payments, cash flow, and budgeting for client entities

Reconcile accounts, monitor liquidity, and prepare financial statements

Coordinate payments for loans, credit lines, and insurance

Onboard clients to bill-pay systems and maintain accurate records

Support special projects and communicate directly with family members

Associate / Bachelor’s degree; 5+ years accounting / bookkeeping experience

Strong skills in AP / AR, reconciliations, reporting, budgeting, GL management

Proficiency in accounting software (Dynamics, Intacct, QuickBooks, NetSuite) and Office 365

Excellent attention to detail, confidentiality, and client service mindset

Prior client-facing experience; family office experience a plus

401k match, profit sharing, excellent benefits, and a supportive, stable work environment.