Bookkeeper, Ranch & Family Office (AI-Forward)
DTJ Holdings · Phoenix, Arizona, United States
FULL TIMEpermanent
Job Description
Overview
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
We're a ranch and family office in the Phoenix area looking for a full-time bookkeeper to keep our books accurate and up to date in QuickBooks Online. You'll start as our hands-on bookkeeper. Over time, you'll help us hand routine work to AI tools and bots, so your time shifts from data entry to clean reporting and better decisions.The role is remote to start. Once we find office space, most likely in North Scottsdale, it will move in-office.The RoleRun daily bookkeeping across ranch and family-office accounts: AP, AR, expense coding, and bank and credit-card reconciliations.Maintain bank feeds, rules, classes, and locations, and a clean chart of accounts that separates ranch and family-office activity.Close the month on time, delivering a P&L, balance sheet, cash position, and short variance notes.Manage receipts, vendor bills, and payroll-related tracking, working with our CPA.Keep invoices, statements, and supporting documents organized and easy to find.Spot repetitive work (recurring bills, categorization, report building) and automate it with QuickBooks rules, apps, and AI tools.Write down how things are done so a teammate or a bot can repeat them.Success in Year OneAccounts reconciled every week, and month-end close done within 10 days of month-end.Fewer manual entries each quarter as rules, feeds, and automations take over the repetitive work.Reports the family trusts for ongoing operations and strategic financial planning.Minimum Experience3+ years of hands-on bookkeeping in QuickBooks Online (Desktop experience is fine if you're fluent in Online).Curiosity about AI and automation tools like ChatGPT, Claude, Zapier, or QuickBooks apps. You don't need to be technical, just willing to learn.Absolute discretion with confidential and personal family financial information.Clear written communication and the ability to work independently.Based in the Phoenix metro area and able to commute to North Scottsdale once we move in-office.Preferred Experience5+ years of day-to-day accounting.Multi-Entity AccountingRanch or Agriculture AccountingReal Estate AccountingTo ApplyApply with LinkedIn Easy Apply and answer a few short screening questions. xzbcwsv We review every application.
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
We're a ranch and family office in the Phoenix area looking for a full-time bookkeeper to keep our books accurate and up to date in QuickBooks Online. You'll start as our hands-on bookkeeper. Over time, you'll help us hand routine work to AI tools and bots, so your time shifts from data entry to clean reporting and better decisions.The role is remote to start. Once we find office space, most likely in North Scottsdale, it will move in-office.The RoleRun daily bookkeeping across ranch and family-office accounts: AP, AR, expense coding, and bank and credit-card reconciliations.Maintain bank feeds, rules, classes, and locations, and a clean chart of accounts that separates ranch and family-office activity.Close the month on time, delivering a P&L, balance sheet, cash position, and short variance notes.Manage receipts, vendor bills, and payroll-related tracking, working with our CPA.Keep invoices, statements, and supporting documents organized and easy to find.Spot repetitive work (recurring bills, categorization, report building) and automate it with QuickBooks rules, apps, and AI tools.Write down how things are done so a teammate or a bot can repeat them.Success in Year OneAccounts reconciled every week, and month-end close done within 10 days of month-end.Fewer manual entries each quarter as rules, feeds, and automations take over the repetitive work.Reports the family trusts for ongoing operations and strategic financial planning.Minimum Experience3+ years of hands-on bookkeeping in QuickBooks Online (Desktop experience is fine if you're fluent in Online).Curiosity about AI and automation tools like ChatGPT, Claude, Zapier, or QuickBooks apps. You don't need to be technical, just willing to learn.Absolute discretion with confidential and personal family financial information.Clear written communication and the ability to work independently.Based in the Phoenix metro area and able to commute to North Scottsdale once we move in-office.Preferred Experience5+ years of day-to-day accounting.Multi-Entity AccountingRanch or Agriculture AccountingReal Estate AccountingTo ApplyApply with LinkedIn Easy Apply and answer a few short screening questions. xzbcwsv We review every application.
Details
| Company | DTJ Holdings |
| Location | Phoenix, Arizona, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |
