Fiduciary Accountant

Bookkeeper/Fiduciary Accountant

A high-net-worth family-owned company in the greater Seattle area seeks an experienced, detail-oriented Bookkeeper/Fiduciary Accountant to manage the financial affairs and property records for multiple residential properties across multiple locations. This is a hands-on role requiring precision, discretion, and a proactive approach to managing household finances, vendor relationships, and reporting.

This position works closely with the head of household, personal assistant, CPA, and investment advisors to ensure seamless coordination of all financial operations.

• Maintain complete financial records for multiple properties, trusts, and household accounts
• Record and categorize transactions accurately using Quick Books Desktop or Online
• Reconcile bank, credit card, and investment accounts monthly
• Prepare cash flow, expense, and property financial summaries for review with principal and CPA
• Oversee accounts payable and receivable for household staff, vendors, and contractors

• Track expenses, maintenance costs, and capital improvements for all properties
• Manage utility accounts, property taxes, and insurance renewals
• Support budgeting for repairs, renovations, and operational costs across multiple residences
• Work with estate manager on vendor agreements, bids, and payment schedules

• Maintain files for tax documents, receipts, and vendor W-9s
• Collaborate with accounting firm during quarterly and annual filings
• Support trust or entity-level bookkeeping as required for property ownership structures

• Issue payroll and/or contractor payments for household employees
• Track reimbursable expenses and employee credit card spending
• Liaise discreetly with property managers and other service professionals

• Handle all financial information, property details, and family records with absolute confidentiality
• Exercise sound judgment and professionalism at all times

Minimum 5 years of bookkeeping experience, with prior work for private families, estates, or real estate portfolios strongly preferred

Advanced proficiency in Quick Books, Excel, and financial reporting

Knowledge of property management accounting and household payroll processes

Strong understanding of GAAP and personal financial recordkeeping

Excellent organizational skills and obsessive attention to detail

Proven ability to operate discreetly and autonomously, with minimal supervision

Education and Experience:

CPA or degree in Accounting or Finance a plus

Experience working for high-net-worth individuals, family offices, or luxury estate operations

Comfort managing high transaction volumes across multiple entities

Strong interpersonal skills and ability to coordinate with a small, trusted household team

Vacation + Sick Pay + Appreciation Days

Medical/ Dental/ Vision

401K

USD $82,000.00/Yr.

USD $90,000.00/Yr.