Overview:

We are seeking a highly organized, discreet, and proactive Financial Assistant to the CEO to oversee day-to-day financial operations and provide comprehensive support for personal financial matters. This role combines traditional bookkeeping responsibilities with hands-on personal financial management in a fast-paced, high-trust environment.

The ideal candidate is detail-oriented, resourceful, and capable of managing sensitive information with the utmost confidentiality. This individual will work closely with the CEO, financial institutions, and external advisors to ensure seamless financial operations across both business and personal affairs.

This is a hybrid position, requiring a minimum of three days per week in-office. The role also requires a high degree of flexibility, including availability outside standard business hours (evenings and occasional weekends), particularly when the CEO is traveling or urgent matters arise.

What You'll Do:

Bookkeeping & Financial Operations

• Record, categorize, and maintain accurate financial transactions
• Monitor and reconcile bank accounts and credit card statements
• Process payments, invoices, and expense reimbursements
• Manage accounts payable and accounts receivable
• Prepare monthly, quarterly, and annual financial reports
• Assist with tax preparation and coordinate with external accountants and advisors

Personal Financial Support

• Liaise with banks, accountants, and internal financial teams to execute transactions
• Track and manage recurring expenses (utilities, subscriptions, insurance, etc.)
• Maintain well-organized financial records, including receipts, statements, and key documents
• Oversee bill payments and ensure timely settlement of all obligations
• Monitor and manage important financial deadlines (tax filings, renewals, policy reviews)
• Respond promptly to time-sensitive or urgent financial matters, including during evenings or weekends when necessary

Tax Support & Coordination

• Organize and maintain accurate, audit-ready financial records and documentation to support tax preparation
• Apply a solid working knowledge of tax-sensitive financial items—including expense categorization, income types, and common tax documents (e.g., K-1s)—to proactively identify relevant items and support accurate reporting
• Serve as the primary liaison with external accountants and tax advisors, ensuring timely and efficient communication
• Track and manage key tax deadlines, filings, and estimated payments to ensure full compliance
• Proactively monitor financial activity throughout the year to ensure completeness and readiness for tax reporting

What You Have:

• Minimum of 3 years of relevant experience in bookkeeping, financial administration, and tax support or a similar role
• Experience supporting executives or high-net-worth individuals strongly preferred
• Working knowledge of tax preparation, filings, and coordination with accountants is required
• Strong understanding of both personal and business financial management
• Exceptional organizational skills and attention to detail
• High level of discretion and ability to handle confidential information
• Proactive, responsive, and able to anticipate needs in a dynamic environment
• Strong communication skills and ability to coordinate with multiple stakeholders
• Flexibility and willingness to be available outside standard business hours when needed

Additional Notes

This role is best suited for someone who thrives in a highly personalized, fast-moving environment and is comfortable operating with a strong sense of ownership and accountability. It is not a strictly 9–6 position, and responsiveness during off-hours is expected when urgent situations arise.

What We Offer:

The annual base salary range for this position is $90,000 to $120,000. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will also be eligible for the following benefits:

• 15 PTO days, 10 legal holidays, and sick days
• Comprehensive medical, dental, and vision plans
• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
• Commuter benefits and a corporate gym rate
• Development opportunities through the LinkedIn Learning platform
• Free snacks and beverages in the office
• Friday happy hour and “Summer Fridays”
• Year-round corporate athletic league
• Casual work environment, team building, and other social events

About Guidepoint: 

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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