Bookkeeper at Modern Wealth Management in Lenexa, Kansas

Posted in Other about 5 hours ago.

Type: full-time





Job Description:

The Bookkeeper will be responsible for contributing to day-to-day bookkeeping for multiple office locations, including timely entry of data using accrual accounting. This role ensures the accurate recording of financial transactions and supports the finance & accounting team in maintaining compliance with accounting standards.

Primary Duties:
  • Perform accrual accounting activities, ensuring timely and accurate recording of transactions, reconciliations, and journal entries.
  • Maintain bookkeeping records in QuickBooks Desktop, ensuring compliance with accounting standards and internal policies.
  • Support the month-end and year-end close processes by reconciling accounts and preparing necessary adjusting entries.
  • Collaborate with team members to ensure data accuracy for budgeting, forecasting, and variance analysis.
  • Assist in audit preparation by gathering documentation and coordinating with auditors as needed.
  • Ensure compliance with tax filings and regulatory requirements.
  • Maintain proficiency in QuickBooks Desktop and Microsoft Excel to ensure efficient financial processes.

Requirements:
  • Minimum of 3 years of experience in accrual accounting and bookkeeping.
  • Proficiency with QuickBooks Desktop required.
  • Proficiency with Microsoft Office products, specifically MS Excel, required.
  • Experience in the financial services industry preferred, but not required.

Key Benefits
  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested

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