Family Office Bookkeeper

About the position We are seeking a detail-oriented and self-motivated Bookkeeper to support the day-to-day financial operations of a private family office based in Franklin, Tennessee. This role is primarily remote but requires periodic local travel to handle in-person family office matters, including paying contractors and managing physical financial transactions, and collaboration with the corporate team. The ideal candidate brings some hands-on experience in real estate accounting and thrives in a high-trust, small-team environment where accuracy and discretion are paramount.

Responsibilities

• 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.

Nice-to-haves

• Experience working directly within a family office or high-net-worth environment.
• Familiarity with private entity accounting (LLCs, trusts, or sole proprietorships).
• Experience with property management software (e.g., AppFolio, Buildium, or Yardi).

Benefits

• Compensation is commensurate with experience; a competitive salary and benefits package will be offered.

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