Part Time Bookkeeper

Wealth Management Partners, LLC

Montgomery (AL)

On-site

USD 30,307 - 41,328

Part time

14 days+
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Benefits offered by this job

Competitive benefits/compensation packages

Job summary

Wealth Management Partners, LLC is seeking a skilled PT Bookkeeper to maintain financial records for various clients. Responsibilities include recording daily transactions, verifying ledger accuracy, and managing financial statements.

The ideal candidate should have a solid understanding of bookkeeping principles, hands-on experience with accounting software such as QuickBooks or SAGE, and excellent attention to detail. This position offers a competitive compensation package and serves a diverse range of industries.

Qualifications

  • Solid understanding of basic bookkeeping and accounting principles.
  • Proven ability to manage financial records accurately.
  • Experience with spreadsheets and proprietary accounting software.

Responsibilities

  • Record daily financial transactions and manage the posting process.
  • Verify proper recording in various ledgers and bring books to trial balance.
  • Perform monthly bank reconciliations and complete basic tax forms.

Skills

Basic bookkeeping principles
Accounting payable/receivable principles
Attention to detail
Proficiency with Microsoft Office
Customer service focus

Education

Accounting degree

Tools

QuickBooks
SAGE

Job description

WMP is looking for a skilled PT Bookkeeper to maintain financial records, including purchases, sales, receipts and payments for its clients in a range of different industries.

Responsibilities include but are not limited to:
  • Record day to day financial transactions and complete the posting process
  • Verify that transactions are properly recorded in the books, the vendor ledger, the customer ledger and the general ledger
  • Bring the books to the trial balance stage
  • Perform partial checks of the posting process
  • Perform monthly bank reconciliations
  • Complete basic tax forms as needed
  • Enter data, maintain records and monthly reports and financial statements
  • Process accounts receivable/payable and handle payroll in a timely manner
Education/Qualifications/Required skills:
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Proven ability to calculate, post and manage accounting figures and financial records
  • Hands‑on experience with spreadsheets and proprietary software (QUICKBOOKS, SAGE, or similar software)
  • Accounting degree a plus
  • High degree of accuracy and attention to detail
  • Proficiency with email and Microsoft Office applications
  • Highly detail oriented and organized in work
  • Ability to meet assigned deadlinesExcellent communication and interpersonal skills with customer service focus
  • Ability to act and operate independently with minimal daily direction from manager to accomplish objectives
  • Must have the utmost integrity and understanding of confidentiality

Wealth Management Partners, LLC offers competitive benefits/compensation packages.

Wealth Management Partners, LLC is an equal opportunity employer.

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