Experienced Bookkeeper (Part-Time)
Top Benefits
About the role
About Us:
At Wealth Plan Atlantic , we support the financial success of multiple business ventures, including real estate rental operations and an independent insurance brokerage . We’re seeking an experienced Bookkeeper to take ownership of day-to-day accounting tasks across these businesses, ensuring accuracy, consistency, and efficiency.
This role is ideal for a seasoned professional who enjoys independent work, thrives in a multi-entity environment, and is looking for a flexible position with room to grow .
Position Overview:
We are hiring an Experienced Bookkeeper with 5+ years of experience to manage the full bookkeeping cycle for several small businesses. This position supports a Wealth and Insurance Planning firm, as well as the owner’s real estate rental and development companies.
This is a part-time position with the potential to grow into a larger role based on mutual fit and evolving business needs.
Key Responsibilities:
- Record and categorize financial transactions for wealth management, insurance, rental income, and real estate development.
- Manage accounts payable, commission statements, bank reconciliations, and payroll, ensuring compliance with CRA regulations.
- Track property-specific expenses, tenant deposits, and development project costs.
- Prepare financial reports and support tax filings for multiple business entities.
- Maintain organized, confidential records using accounting software (e.g., QuickBooks, Xero).
What We’re Looking For
- 5+ years of hands-on bookkeeping experience, preferably in financial services or real estate
- Proficiency with QuickBooks Online (required)
- Proficiency in accounting software and Excel
- Strong knowledge of Canadian tax laws, including GST/HST and payroll compliance
- Skilled in sorting/organizing data, compiling management reports, and maintaining accurate records
- Excellent organizational skills and keen attention to detail
- Ability to prioritize and manage multiple entities simultaneously
- High level of discretion, professionalism, and trustworthiness
- Degree or diploma in Accounting, Finance, or related field (preferred but not required)
Position Details
· Part-Time to Full-Time
· Flexible scheduling
· Office at 107 Germain Street, Saint John, NB
· Long-term opportunity with a growing group of companies
**How to Apply: **
Click Easy Apply to submit your resume directly through LinkedIn. In your application, please outline your experience and the industries you’ve worked in.
Applicants with strong backgrounds in multi-entity bookkeeping and industry-specific accounting (real estate or insurance) will be prioritized.
Join Wealth Plan Atlantic and bring your expertise to a role where precision and flexibility go hand in hand .
Experienced Bookkeeper (Part-Time)
Top Benefits
About the role
About Us:
At Wealth Plan Atlantic , we support the financial success of multiple business ventures, including real estate rental operations and an independent insurance brokerage . We’re seeking an experienced Bookkeeper to take ownership of day-to-day accounting tasks across these businesses, ensuring accuracy, consistency, and efficiency.
This role is ideal for a seasoned professional who enjoys independent work, thrives in a multi-entity environment, and is looking for a flexible position with room to grow .
Position Overview:
We are hiring an Experienced Bookkeeper with 5+ years of experience to manage the full bookkeeping cycle for several small businesses. This position supports a Wealth and Insurance Planning firm, as well as the owner’s real estate rental and development companies.
This is a part-time position with the potential to grow into a larger role based on mutual fit and evolving business needs.
Key Responsibilities:
- Record and categorize financial transactions for wealth management, insurance, rental income, and real estate development.
- Manage accounts payable, commission statements, bank reconciliations, and payroll, ensuring compliance with CRA regulations.
- Track property-specific expenses, tenant deposits, and development project costs.
- Prepare financial reports and support tax filings for multiple business entities.
- Maintain organized, confidential records using accounting software (e.g., QuickBooks, Xero).
What We’re Looking For
- 5+ years of hands-on bookkeeping experience, preferably in financial services or real estate
- Proficiency with QuickBooks Online (required)
- Proficiency in accounting software and Excel
- Strong knowledge of Canadian tax laws, including GST/HST and payroll compliance
- Skilled in sorting/organizing data, compiling management reports, and maintaining accurate records
- Excellent organizational skills and keen attention to detail
- Ability to prioritize and manage multiple entities simultaneously
- High level of discretion, professionalism, and trustworthiness
- Degree or diploma in Accounting, Finance, or related field (preferred but not required)
Position Details
· Part-Time to Full-Time
· Flexible scheduling
· Office at 107 Germain Street, Saint John, NB
· Long-term opportunity with a growing group of companies
**How to Apply: **
Click Easy Apply to submit your resume directly through LinkedIn. In your application, please outline your experience and the industries you’ve worked in.
Applicants with strong backgrounds in multi-entity bookkeeping and industry-specific accounting (real estate or insurance) will be prioritized.
Join Wealth Plan Atlantic and bring your expertise to a role where precision and flexibility go hand in hand .