Office Manager / Bookkeeper

Office Manager / Bookkeeper

Beverly Hills, CA | Full-Time, In-Office

Bring Organization, Accountability, and Financial Accuracy to a Role Where It All Matters.

A Beverly Hills-based private equity firm specializing in affordable housing investments is seeking a highly organized, trustworthy Office Manager / Bookkeeper to oversee the financial administration and day-to-day operations of its small, professional office. This is a unique opportunity for someone who enjoys wearing multiple hats, takes pride in keeping things running smoothly, and can confidently manage both bookkeeping and hands-on office administration.

Approximately 60% of the role focuses on office administration and operational coordination, with the remaining 40% dedicated to bookkeeping and financial administration. Responsibilities include managing financial activity across multiple business entities and partnerships, tracking money moving between accounts, coordinating tax-related documentation, and ensuring important information reaches the right people at the right time.

This is not a traditional executive assistant position or a property accounting role. The ideal candidate is exceptionally detail-oriented, proactive, service-minded, and comfortable taking ownership of whatever needs to get done. Trustworthiness, sound judgment, and long-term stability are essential.

Key Responsibilities

Bookkeeping & Financial Administration

• Manage day-to-day bookkeeping across multiple business entities and partnerships using QuickBooks Online.
• Process accounts payable, invoices, bill payments, intercompany transfers, and cross-billing transactions.
• Perform bank and credit card reconciliations and maintain accurate financial records.
• Track cash movement across entities, including property funding, partner distributions, investor tax refunds, and expense reimbursements.
• Understand proper transaction recording and allocation, particularly for partnership activity and real estate property sales.
• Coordinate payroll, tax filings, 1099 preparation, tax extensions, and annual business entity filings in collaboration with the company's Michigan-based accounting and CFO team.
• Maintain detailed tracking logs for financial obligations, tax deadlines, outstanding items, and required documentation.
• Review property account reports prepared by the Michigan team, identifying discrepancies or unusual activity for follow-up.

Office Management & Administration

• Oversee the daily administrative operations of a small, investor-facing Beverly Hills office.
• Manage all incoming and outgoing mail, scanning, organizing, distributing, and routing important correspondence and documents.
• Maintain organized electronic filing systems and detailed logs to ensure information is accessible and nothing falls through the cracks.
• Coordinate office supplies, equipment, toner, facilities needs, and general office upkeep.
• Keep conference rooms and common areas clean, organized, and presentable for investors and visitors.
• Respond promptly to internal requests and provide dependable administrative support to leadership and team members.
• Obtain and maintain a California notary commission (company-sponsored training and exam provided if needed).
• Handle additional administrative and operational responsibilities as needed.

Qualifications & Experience

• Minimum 5 years of experience in bookkeeping, accounting administration, financial operations, or a related field.
• Proficiency in QuickBooks Online and Microsoft Excel required; strong Excel skills are particularly important.
• Experience managing bookkeeping across multiple entities, partnerships, or business accounts strongly preferred.
• Solid understanding of bank reconciliations, accounts payable, financial tracking, expense allocations, and cash management.
• Familiarity with payroll, 1099s, tax coordination, and business entity compliance preferred.
• Exceptional organizational skills and meticulous attention to detail, with the ability to track numerous deadlines and moving parts simultaneously.
• Strong judgment, initiative, and problem-solving skills; able to work independently and anticipate what needs attention.
• Professional communication and interpersonal skills, with a customer-service mindset and polished, presentable demeanor.
• Willingness to handle the full scope of office responsibilities, including light office upkeep and facilities coordination.
• Existing notary commission preferred, or willingness to obtain one.

A college degree, CPA, and prior real estate or property management experience are not required.

Why This Opportunity?

• Join an established private equity firm focused on affordable housing investments.
• Work in a small, close-knit office with significant autonomy and direct exposure to leadership.
• Take ownership of a diverse role where organization, initiative, and reliability make a meaningful difference.
• Become an integral part of a lean team that values capable people, sets clear expectations, and rewards strong performance.
• Build a long-term position with an organization that values trust, accountability, and consistency.

The right person is someone others can count on without having to ask twice. If you are meticulous, resourceful, dependable, and take genuine pride in making an office and its financial operations run seamlessly, this could be an excellent opportunity.

Apply today for immediate consideration or reach out to Chastain Shenk to learn more!
215-661-8834 x1009
[email protected]

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This is an on-site role located in Beverly Hills, CA.