Bookkeeper / Head of Financial Concierge

What You’ll Do

• Own the day-to-day bookkeeping for the group’s entities and for client structures

• Manage cash flow, payments and ongoing obligations with banks, vendors and financial institutions

• Handle all tax authority reporting — VAT, advances, withholdings, annual filings — and serve as the point of contact for our external accountants

• Reconcile bank, credit card and investment accounts, including offshore accounts

• Produce periodic reporting and clear financial snapshots for clients and management

• Work directly and personally with clients: responsive, reliable, and held to the highest service standard

• Improve and implement systems and processes — automation, document digitization, and eliminating manual work

What We’re Looking For

• Certified Bookkeeper (Type 2/3) — required

• 4+ years of bookkeeping experience, including full ownership of the monthly cycle through trial balance

• Proven experience working directly with clients — you can explain, reassure, and be trusted

• Strong technology orientation: advanced Excel, fluency in accounting software and genuine comfort adopting new digital tools

• Independence and ownership — you drive the work, not the other way around

• Precision, structure, and a real respect for deadlines

• Absolute discretion; this role sits close to sensitive personal financial information

• Fluent Hebrew and strong English

• Experience in a family office, investment house, accounting firm, or another practice serving private clients

• Familiarity with automation tools and AI tools to streamline workflows

• Experience with offshore entities and international banking

• Certified Payroll Accountant

What We Offer

• Direct exposure to the world of family offices, investments and private wealth

• A small, high-caliber team and a direct line to the Managing Partners

• Tel Aviv offices and competitive compensation for the right candidate

• A place where technological initiative isn’t just welcome — it’s expected