Family Office Bookkeeper — Growth, Confidentiality & Benefits

In-N-Out Burgers, Inc.

Franklin (TN)

On-site

USD 50,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
Life Insurance
401(k) / Profit Sharing
Adoption Assistance
Education Reimbursement
Supplemental Health Plans
Pet Insurance
FSA

Job summary

In-N-Out Burger's Family Office in Franklin, TN seeks a full-time Family Office Bookkeeper to maintain financial records and daily accounting operations, report to the Family Office Manager, handle AP, budgeting, cash flow, tax prep, and audits with confidentiality. The role will reconcile bank/investment accounts, prepare journal entries, process invoices, and support monthly/quarterly/annual reporting.

Collaboration with accountants and investment managers is essential; office hours are

Qualifications

  • Bachelors degree in Accounting, Finance, or a related field is required.
  • 2+ years in bookkeeping, accounting, or related financial experience.
  • Experience in a Family Office, accounting, financial services, or wealth management environment preferred.
  • Experience supporting high net worth individuals or family offices is a plus.
  • Experience processing invoices, maintaining financial records, and performing account reconciliations.
  • Proficiency with accounting/software such as QuickBooks, Excel, or similar platforms preferred.

Responsibilities

  • Manage bookkeeping activities and ensure financial records, transactions, and documentation are accurate, organized, and confidential.
  • Record daily financial activity, reconcile bank, credit card, and investment accounts, and prepare journal entries.
  • Process invoices, vendor payments, and expense reimbursements.
  • Manage accounts receivable activities as needed.
  • Assist with monthly, quarterly, and annual reporting, tax filings, audits, and other financial reviews.
  • Support budgeting, cash flow tracking, financial analysis, and improved accounting procedures.

Skills

Bookkeeping
Accounting
Financial reporting
QuickBooks
Excel
High net worth experience

Education

Bachelor's degree in Accounting
Finance or related field

Tools

QuickBooks
Excel

Job description

In-N-Out Burger's Family Office in Franklin, TN seeks a full-time Family Office Bookkeeper to maintain financial records and daily accounting operations, report to the Family Office Manager, handle AP, budgeting, cash flow, tax prep, and audits with confidentiality. The role will reconcile bank/investment accounts, prepare journal entries, process invoices, and support monthly/quarterly/annual reporting.

Collaboration with accountants and investment managers is essential; office hours are

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