Personal Accountant

Harper Associates; Birmingham (MI); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Harper Associates is seeking a highly experienced Personal Accountant & Administrative Manager for a private family in Birmingham, MI. The role is 70% financial/bookkeeping and 30% personal/administrative, with about 25–30 hours per week and a highly flexible, results-oriented schedule.

Work is primarily remote with regular in-person meetings in Birmingham. Candidates should have expert Excel skills, extensive bookkeeping or accounting experience, and the ability to work independently while

Qualifications

• Expert-level Microsoft Excel skills – mandatory.
• Significant professional bookkeeping, accounting, controller, or financial administration experience.
• Exceptional attention to detail, organization, and accuracy.
• Ability to work independently and manage deadlines without daily supervision.
• Excellent communication skills and unquestionable discretion/confidentiality.
• Must live within reasonable commuting distance of Birmingham, MI and be available for regular in-person meetings.
• Experience with private families, family offices, high-net-worth households, CPA/accounting firms, or controller-level responsibilities is highly desirable.

Responsibilities

• Manage personal and household bookkeeping using QuickBooks.
• Reconcile accounts and track bills, expenses, and financial obligations.
• Maintain Excel spreadsheets, financial records, budgets, and reports.
• Organize tax documentation and coordinate with CPAs, attorneys, financial advisers, and other professionals.
• Manage household records, vendors, insurance, renewals, subscriptions, and select administrative matters.
• Handle special financial and personal projects with discretion and follow-through.
• Coordinate some travel plans.

Skills

Excel proficiency

Bookkeeping

Accounting

Discretion

Independence

Communication

Tools

QuickBooks

Job description

Personal Accountant & Administrative Manager - Private Family -REMOTE

Birmingham, MI $55K–$70K (25-30 hours/week) Must live nearby.

Search by Harper Associates

A private family in Birmingham is seeking a highly experienced, trustworthy Personal Financial & Administrative Manager for a long-term relationship. This role is approximately 70% financial/bookkeeping and 30% personal/administrative.

Schedule: Approximately 25–30 hours/week with a highly flexible, results-oriented schedule

Work Arrangement: Primarily remote with regular in-person meetings in Birmingham

Key Responsibilities

• Manage personal and household bookkeeping using QuickBooks
• Reconcile accounts and track bills, expenses, and financial obligations
• Maintain Excel spreadsheets, financial records, budgets, and reports
• Organize tax documentation and coordinate with CPAs, attorneys, financial advisers, and other professionals
• Manage household records, vendors, insurance, renewals, subscriptions, and select administrative matters
• Handle special financial and personal projects with discretion and follow-through
• Coordinate some travel plans

Required Qualifications

• Expert-level Microsoft Excel skills – mandatory
• Significant professional bookkeeping, accounting, controller, or financial administration experience
• Exceptional attention to detail, organization, and accuracy
• Ability to work independently and manage deadlines without daily supervision
• Excellent communication skills and unquestionable discretion/confidentiality
• Must live within reasonable commuting distance of Birmingham, MI and be available for regular in-person meetings

Experience with private families, family offices, high-net-worth households, CPA/accounting firms, or controller-level responsibilities is highly desirable. Ideal candidate is a mature, financially sophisticated professional who takes ownership, anticipates needs, and can become a trusted long-term resource to the family.

Confidential screening, professional references, background check, and certification verification required.