Bookkeeper – High Net Worth Accounting Associate

Breakwater Accounting + AdvisoryWilmington, North Carolina

$45,000 - $55,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Compensation

$45,000-$55,000/year

Benefits

Paid Holidays

Paid Vacation

401k Matching/Retirement Savings

Job Description

If you love solving puzzles and you enjoy making an impact through Bookkeeping and Accounting, come join us!

Full-Time W2 | Remote (U.S.) | $45,000–55,000 + Benefits

At Breakwater Accounting + Advisory, we help nonprofits and small businesses understand their numbers, improve operations, and grow with confidence. We are a woman-led, technology-forward accounting and advisory firm recognized as a Top Workplace by the Delaware News Journal for four consecutive years and named to the Inc. 5000 list of fastest-growing companies.

Our Philosophy is: Great people first, technology-forward thinking second – with just the right combination.

We are looking for a highly-motivated and talented Bookkeeper to join us as Associate team member on our Private Client Segment, which works directly with High Net Worth families.

Our Associates are natural problem-solvers and purposeful communicators. The ideal fit understands accounting fundamentals, has exceptional client-facing communication skills, and thrives in a team-based setting.

In this role you will…

Use your aptitude for detail-orientation to record & classify financial account activity
Be a key team member on reconciliations, reporting, AP, AR, and payroll processing duties
Use your meticulous organization skills to ensure the proper documentation and notes are submitted into accounting systems and client records
Assist in onboarding new clients from other service providers and systems
Help clients on a daily basis through direct communication with their family members, vendors and advisors
Be a lifelong learner while growing expertise in new accounting platforms and softwares

Who are you?

All of our team members are guided by Breakwater’s Core Principles. We are: proactive, positive, prepared, purposeful, protective, and principled. If these principles resonate with you, too, let’s talk.

You have at least 1 year of accounting and/or bookkeeping for High Net Worth families
Have familiarity with Trusts and Estates and various types of entities
Within the last 5 years you have used QuickBooks Online (QBO)
You are a time blocking/calendar champion, having experience working with multiple sets of books at one time (example: bookkeeping for clients with a CPA firm)
You are excited to learn new technology and resourceful in coming up with solutions
You pride yourself on being organized and detail oriented
Ideal candidates will be based in EST or CST

Why join Breakwater:

Fully remote work environment with culture-building events 2x annually
Collaborative, low-ego team culture
Technology-forward approach to accounting operations
Five weeks PTO plus holidays
Full benefits package + 401(k) match

Breakwater Accounting + Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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FAQs About Bookkeeper – High Net Worth Accounting Associate Jobs at Breakwater Accounting + Advisory

What is the work location for this position at Breakwater Accounting + Advisory?

This job at Breakwater Accounting + Advisory is located in Wilmington, North Carolina, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Breakwater Accounting + Advisory?

Candidates can expect a pay range of $45,000 and $55,000 per year.

What employment applies to this position at Breakwater Accounting + Advisory?

Breakwater Accounting + Advisory lists this role as a Full-time position.

What experience level is required for this role at Breakwater Accounting + Advisory?

Breakwater Accounting + Advisory is looking for a candidate with "Senior-level" experience level.

Does Breakwater Accounting + Advisory allow remote work for this role?

Yes, this position at Breakwater Accounting + Advisory supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by Breakwater Accounting + Advisory for this role?

Breakwater Accounting + Advisory offers following benefits: Paid Holidays, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Breakwater Accounting + Advisory?

You can apply for this role at Breakwater Accounting + Advisory either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.