Bookkeeper- Salt Lake City, Utah - The Calendar Group

Our client is seeking a Family Bookkeeper in Salt Lake City, Utah. The bookkeeper will be responsible for managing the day-to-day financial transactions and records of the household. This role ensures accurate and timely tracking of income, expenses, and financial obligations, providing detailed reports to the principal. The ideal candidate is detail-oriented and highly organized. LOCAL Candidates only.
 

Key Responsibilities: 

• Maintain and reconcile family accounts, including checking, savings, and investment accounts.  

• Track income, expenses, and household budgets.  

• Process and monitor payments for household bills, credit cards, loans, and other obligations.  

•  Maintain accurate financial records and filing systems (digital and/or paper-based).   

• Generate monthly, quarterly, and annual financial reports.  

• Manage receipts, invoices, and documentation for tax preparation.  

• Oversee payroll for household staff, ensuring compliance with applicable laws.  

• Coordinate payments to vendors and contractors 

• Review family spending habits and provide insights or recommendations for better financial management.  

• Handle special projects (large purchases, vacation budgets, or event planning finances).  

• Maintain strict confidentiality of family financial and personal information. 

Qualifications 

• 5 years of proven experience as a bookkeeper, preferably in a family or small business setting.  

• Proficiency in accounting software and Excel.  

• Strong understanding of financial principles and budgeting.  

• Exceptional organizational and time-management skills.  

• High level of accuracy and attention to detail   

• MUST be local 

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