Personal Financial & Administrative Manager - Private Family
\nBirmingham, MI $55K–$70K (25-30 hours/week, remote)
\nRequire: Intuit QuickBooks ProAdvisor certification, Excel Expert level.
\nSearch by Harper Associates
\nA private family in Birmingham is seeking a highly experienced, trustworthy Personal Financial & Administrative Manager for a long-term relationship. This role is approximately 70% financial/bookkeeping and 30% personal/administrative.
\nSchedule:Approximately 25–30 hours/week with a highly flexible, results-oriented schedule
\nWork Arrangement:Primarily remotewith regular in-person meetings in Birmingham
\nKey Responsibilities
\n• Manage personal and household bookkeeping using QuickBooks
\n• Reconcile accounts and track bills, expenses, and financial obligations
\n• Maintain Excel spreadsheets, financial records, budgets, and reports
\n• Organize tax documentation and coordinate with CPAs, attorneys, financial advisers, and other professionals
\n• Manage household records, vendors, insurance, renewals, subscriptions, and select administrative matters
\n• Handle special financial and personal projects with discretion and follow-through
\n• Coordinate some travel plans
\nRequired Qualifications
\n• Current Intuit QuickBooks ProAdvisor certification – mandatory
\n• Expert-level Microsoft Excel skills – mandatory
\n• Significant professional bookkeeping, accounting, controller, or financial administration experience
\n• Exceptional attention to detail, organization, and accuracy
\n• Ability to work independently and manage deadlines without daily supervision
\n• Excellent communication skills and unquestionable discretion/confidentiality
\n• Must live within reasonable commuting distance of Birmingham, MI and be available for regular in-person meetings
\nExperience with private families, family offices, high-net-worth households, CPA/accounting firms, or controller-level responsibilities is highly desirable. Ideal candidate is a mature, financially sophisticated professional who takes ownership, anticipates needs, and can become a trusted long-term resource to the family.
\nConfidential screening, professional references, background check, and certification verification required.
\nSend resume to:
\nBen Schwartz, President
\nHarper Associates
\nben@harperjobs.com
\nwww.harperjobs.com
\n248-737-0431
\n| Location | Birmingham, MI |
| Industry | Staffing/Employment Agencies |
| Salary | $55,000–$70,000 Per Week |
| Company Size | 1 to 9 employees |
| Year Founded | 1968 |
| Website | http://www.harperjobs.com/ |
Harper Associates is a permanent placement firm which was established in 1968. Recruitment specialty areas include:
Hospitality
Healthcare
Medical Office
Estate/Private Service
Executive/Administrative Support
Mortgage
Sales
Non-Profit
Executive Searches
All assignments are handled by a specific Recruiter at Harper Associates, resulting in individualized attention to each and every employer. Confidentiality is considered of utmost importance. Both executive search and contingency placement assignments are conducted through the Farmington Hills, Michigan headquarters, with some assignments handled in our Boca Raton, Florida office.
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