Bookeeper

Northwestern Mutual Virginia; Richmond (VA); Remote; USD 55,000 - 75,000; Full time

Job summary

A boutique financial services firm in Richmond, VA is seeking a detail-oriented Bookkeeper to manage financial operations for athlete clients. This role involves maintaining accurate records, processing invoices, and preparing financial reports in a flexible, remote-friendly environment. Ideal candidates will have bookkeeping experience, proficiency in QuickBooks Online, and a strong understanding of cash flow dynamics for athletes.

Benefits

Flexible, remote-friendly work environment

Opportunity to work with a mission-driven team

Exposure to elite-level financial planning strategies

Qualifications

• 2+ years of bookkeeping experience, preferably in financial services.
• Understanding of cash flow dynamics for athletes is a strong plus.

Responsibilities

• Maintain and reconcile the firm's general ledger and internal financial records.
• Process accounts payable/receivable and manage client invoicing.
• Prepare monthly financial reports for internal review.

Skills

Attention to Detail

Integrity

Communication

Education

Associate’s or Bachelor’s degree in Accounting

Tools

QuickBooks Online

Job description

Get AI-powered advice on this job and more exclusive features.

Occident Wealth Management is a boutique financial services firm dedicated to helping college and professional athletes build wealth, navigate their unique financial journeys, and create long-term financial stability. We provide holistic financial education, cash flow management, and investment planning designed specifically for the athletic lifestyle. We're seeking a detail-oriented and proactive Bookkeeper to manage day-to-day financial operations and ensure accuracy across client and company accounts.

Position Summary

The Bookkeeper plays a critical role in supporting the firm’s internal financial systems and client account tracking. You will work closely with our advisors and operations team to keep accurate records, manage invoicing, and provide essential financial data that helps our athlete-clients make informed decisions.

Key Responsibilities

·- Maintain and reconcile the firm's general ledger and internal financial records

·- Support client account tracking, including budget updates, income/endorsement monitoring, and expense categorization

·- Reconcile bank accounts, credit cards, and client-specific transactions

·- Process accounts payable/receivable and manage client invoicing and retainer tracking

·- Prepare monthly financial reports for internal review

·- Assist with payroll and benefits tracking for firm staff and contractors

·- Ensure athlete-clients’ financial records are organized for year-end tax filing

·- Communicate with CPAs and tax professionals to ensure smooth coordination

·- Support onboarding of new athlete clients by setting up accounting systems and tracking tools

·- Maintain confidentiality and sensitivity around client earnings and personal data

Qualifications

·- 2+ years of bookkeeping experience, preferably in financial services or working with high-net-worth individuals

·- Proficiency with QuickBooks Online (required); experience with financial CRMs or athlete-specific tools is a plus

·- Strong attention to detail, especially in managing multiple client accounts simultaneously

·- Understanding of cash flow dynamics for athletes (e.g., seasonal income, NIL deals, endorsements) is a strong plus

·- High level of integrity, discretion, and professionalism

·- Ability to work independently, meet deadlines, and communicate proactively

·- Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred

What We Offer

·- Opportunity to work with a mission-driven team making a real impact on the lives of athletes

·- Flexible, remote-friendly work environment

·- Exposure to elite-level financial planning strategies and real-world wealth management

- Collaborative team culture focused on growth and excellence

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

Get notified about new Bookkeeper jobs in Richmond, VA.

Greater Richmond Region $55,000.00-$75,000.00 1 month ago

Client Relations Specialist - Bookkeeping

Client Relations Specialist - Bookkeeping

Richmond, VA $50,000.00-$60,000.00 2 days ago

Chesterfield, VA $75,000.00-$85,000.00 2 weeks ago

Richmond, VA $55,000.00-$65,000.00 3 days ago

Richmond, VA $60,000.00-$80,000.00 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.