Family Office Bookkeeper

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.

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  Manage full-cycle bookkeeping including accounts payable, accounts receivable, bank and credit card reconciliations, and general ledger maintenance for family rental property entities.

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  Process and record real estate transactions, including rental income, property expenses, depreciation schedules, mortgage payments, and 1099 contractor payments.

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  Prepare monthly, quarterly, and annual financial statements and reports for family office leadership.

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  Coordinate with external CPAs and tax advisors to ensure timely and accurate filings across personal and entity-level returns.

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  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)

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  Handle vendor payments, including occasional trips to meet vendors/contractors in person for payments or collection of receipts and invoices. 

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  Support budgeting and cash-flow forecasting for family office operations and real estate holdings.

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  Assist with onboarding new vendors and maintaining W-9 documentation and compliance.

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  Prepare ad hoc financial reports and do special projects as directed by the Chief of Staff or Director of Family Office.

• 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.

• 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).

The Bookkeeper will report administratively to the Chief of Staff and receive technical direction and oversight from the Family Office Director. This dual-reporting structure ensures alignment on both operational priorities and financial accuracy.