About Level Workforce, LLC
Level Workforce is an innovative consulting and workforce solutions agency dedicated to empowering businesses and business owners in the construction, real estate and finance industries. With over 25 years of combined industry experience, we are passionate about helping clients achieve their goals through strategic guidance, streamlined processes, and operational excellence.
Our team of seasoned professionals offers a range of consulting services, from business advisory to executive hands-on consulting, and staffing solutions to help develop tailored solutions that address our client's unique challenges and goals. We take a client-first approach and prioritize communication, collaboration, and transparency to ensure that our clients feel supported throughout their engagement with us.
THE LEVEL WORKFORCE MISSION
To help businesses build, optimize, and lead their operations. We are committed to providing strategic guidance, streamlining processes, and improving operational efficiency to help our clients thrive in a rapidly changing business landscape. We are committed to helping our industry modernize by implementing automations, sharing our expertise, and facilitating cultural and organizational changes.
Position Details
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Title: Family Office Manager/Construction Staff Accountant
- Location: Hybrid: Remote and in-person at the office in Grantville, GA (1/2 day per week)
- Hours: approximately 10 hours per week
- Compensation: $25-$40 per hour (based on experience)
- Reports To: Director of Finance
Position Overview
The Family Office Manager / Construction Staff Accountant is a highly trusted financial and administrative professional responsible for managing accounting, bookkeeping, reporting, compliance, and administrative functions across multiple entities, including the owner’s Family Office, Trust holdings, Creek Stand Land Company (CSLC), and Baseline Building Group (BBG).
This role serves as the central financial coordinator for personal, family office, real estate, and business activities, ensuring accurate financial records, timely reporting, regulatory compliance, and effective administration of assets, liabilities, and business operations. The ideal candidate is detail-oriented, highly organized, proactive, and experienced in both accounting and construction-related financial administration.
Core Responsibilities
Family Office & Trust Administration
- Maintain personal and family office bookkeeping and accounting records.
- Prepare monthly financial statements, reconciliations, and management reports.
- Administer and track 529 education savings plans and qualified education expenses.
- Coordinate financial activity and reporting between operating businesses and the family office.
- Manage trust-related assets, liabilities, and financial records.
- Oversee administration of real estate holdings, including:
- Revenue and expense tracking
- Utility account management
- Vendor and service provider administration
- Service agreement management
- Property improvement project tracking
- Furniture, Fixtures & Equipment (FF&E) tracking
- Manage banking relationships, bill payment processes, and cash management activities.
- Coordinate tax-related information and reporting with external CPAs, attorneys, and advisors.
- Maintain corporate, trust, and legal documentation.
- Manage mail receipt, scanning, routing, filing, records retention, and document organization.
Qualifications
Required Qualifications
- Proficiency in QuickBooks Online.
- Prior bookkeeping and accounting experience with responsibility for financial recordkeeping, reconciliations, and reporting.
- Experience working directly with CPAs, tax professionals, and external advisors.
- Strong organizational, administrative, and document management skills.
- Ability to maintain strict confidentiality and handle sensitive financial and personal information.
- Excellent written and verbal communication skills with strong follow-through and attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to manage multiple priorities, deadlines, and entities simultaneously.
Preferred Qualifications
- Construction accounting experience.
- Experience in real estate development, construction, or land development industries.
- Experience managing subcontractor and vendor compliance requirements, including Certificates of Insurance, W-9s, lien waivers, and related documentation.
- Experience supporting small business owners, executives, entrepreneurs, or family offices.
- Familiarity with project accounting, budgeting, and Budget vs. Actual (BVA) reporting.
- Experience coordinating with lenders, attorneys, financial advisors, and other professional service providers.
Location
This position is based in the Grantville, Georgia area. Preference will be given to candidates who reside within a reasonable commuting distance, including:
Occasional travel between properties, businesses, financial institutions, and professional advisors may be required.
What We Offer
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Flexible, remote contract structure
- Opportunity to support growing construction and professional service brands
- Direct collaboration with experienced business leaders
- Ability to expand responsibilities over time based on performance
