Demo

Part-time Hybrid Bookkeeper

Wealth Management Accounting
Titusville, FL Part Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 3/19/2025

We are a growing firm looking for an experienced Bookkeeper to join our team! The ideal candidate will need to have at least 2 years experience, a strong work ethic and reliable. Must understand the intricacies of assets, liabilities, profit and loss, tax liability and other financial dealings. The role will be to support our clients with accurate and timely accounting reports, handle Payroll, Sales tax, and reconciliation of bank records in QuickBooks Online. Salary to commensurate with experience. Growing company with client first focus!

 

Our Values:

That all aspects of our business are performed with integrity. We commit our WMA team’s time and talent in a purposeful, proportional, and planned way that ensures each client experience the best value in the financial industry.

 

Our Culture:

Our goal is to create an environment where each team member finds their talents and purpose to be aligned with the goals, principles, and objectives we identified above. We strive to foster a culture where each employee feels encouraged to express themselves, learn from one another and work together towards these common goals. We believe that great things can happen when everyone is given the opportunity to realize their full potential. Through this commitment, we aim to make a lasting difference in the lives of our customers, employees and partners, producing extraordinary results in this environment of team collaboration.

 

What we value:

· Integrity and character

· Reliable and trustworthy

· Accuracy and efficiency

· Desire to Succeed

· Proactive communication

· Passionate about helping others


Responsibilities:

o Part-time bookkeeping for multiple clients

o Assisting Bookkeeping Managers

o Reconcile bank and credit card accounts

o Process accounts payable and receivable

o Process payroll

o Record all necessary journal entries and accruals

o Close books monthly and prepare financial statements

o Preparing quarterly/annual payroll

o Maintain excellent client and staff relationships and communicate proactively and effectively

 

Requirements:

· 2 years' experience in bookkeeping/accounting (general ledger accounting, reconciliation, month-end close)

· QuickBooks Online Certification and QuickBooks Desktop experience is a plus and other client accounting software as well as the ability to learn new software apps

· Ability to interact with clients directly.

· Ability to work independently and meet deadlines for clients and the firm

· Ability to research a problem or question independently first but reaches out for assistance when needed.

· Knows how to prioritize and stay organized

· Strong analytical and problem solving skills

· Ability to build strong and positive relationships with team members and clients

· Quick learner: ability to take direction well and always strives for improvement.

· Ability to be reliable at work.

· Proficiency in MS Office suite

· Ability to multi-task and shift gears

· Excellent communication and organizational skills

· Eagerness to Learn and Grow through continuing education and training


Preferred Education:

· Associates Degree in Accounting, Business Admin or equivalent

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