CAPTRUST · 1 day ago
Bookkeeper
Leawood, KS
Full-time
Onsite
Mid Level
3+ years expCAPTRUST is seeking a Bookkeeper responsible for managing full cycle accounting operations for the advisory team and clients. The role includes preparing financial statements, processing accounts payable and receivable, and managing general ledger reconciliations among other accounting responsibilities.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Collect bills and communicate to clients as necessary
Set up bill-pay schedule with financial calendar of due dates
Pay bills as directed by team and clients
Process checks as directed by team and clients
Process deposits as directed by team and clients
Produce monthly, quarterly, and annual cash-flow reports and financial statements
Properly track income and expenses
Manage payroll processed by third party payroll vendor
Manage and report Semi Annual P&L’s to Managing Principal
Track and coordinate all salary and bonus increases directly with HR
Qualification
Required
Bachelor's degree in accounting or finance
3+ years of accounting and/or bookkeeping experience
Proficiency in Microsoft Word, Excel, and Outlook
Excellent verbal and written communication skills
Preferred
Relevant exposure to accounting, bookkeeping, and/or tax-preparation services
Experience with Sage/Peachtree preferred but experience with QuickBooks or other accounting software required
Organized, detail-oriented, and able to multitask
Strong work ethic, professional demeanor, and focus on client service
Ability to maintain confidentiality and demonstrate highest personal ethics and integrity
Benefits
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase