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Wealth Plan Atlantic Inc. logo

Bookkeeper

Saint John, New Brunswick
Mid Level
part_time

Top Benefits

Part-time position with the potential to grow into a larger role
Flexible scheduling
Long-term opportunity with a growing group of companies

About the role

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

About Wealth Plan Atlantic Inc.

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