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Accountant / Bookkeeper
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- Waldron Private Wealth (Waldron) is looking to fill a position that will work closely with the Family Office Services team to support our Personal Chief Financial Officer (PCFO) division assisting in accounting and bookkeeping responsibilities for our PCFO clients.
- In this role you will: Work within QuickBooks Online by: Categorizing spending transactions.
- Process transactions and perform duties such as account maintenance, recording entries, account reconciliation, connecting credit card and bank accounts and documentation management.
- Pay bills and invoices in accordance with established methods and procedures while safeguarding against overpayment, unauthorized payments, and expense abuse.
- Minimum of two (2) years of experience with QuickBooks Online required; four (4) years preferred.
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