Affinity Wealth Management LLC · 3 days ago
Senior Bookkeeper
Wilmington, DE
Full-time
Onsite
Senior LevelAffinity Wealth Management LLC is an established accounting and consulting firm seeking an experienced Bookkeeper to join their growing team. The role involves maintaining accurate financial records across multiple entities, preparing financial statements, and supporting internal accounting processes.
ConsultingFinanceFinancial ServicesWealth Management
Hiring Manager
Michael Sicuranza CFP®, CPA, AEP®
Responsibilities
Balance and maintain accurate general ledgers for multiple entities
Perform monthly, quarterly, and annual closings
Prepare financial statements and management reports
Complete bank and credit card reconciliations
Support financial reporting and internal accounting processes
Qualification
Required
Advanced experience with QuickBooks Desktop and QuickBooks Online
Intermediate proficiency in Microsoft Excel
Strong attention to detail and organizational skills
Experience with Payroll and Payroll Taxes
Ability to manage multiple clients and deadlines
Self-motivated with a desire to grow professionally
Benefits
Health and dental insurance
401(k) plan
Paid Time Off (PTO)
And more
Company
Affinity Wealth Management LLC
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.
Founded in 1974
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Sicuranza CFP®, AEP®
CEO and Sr. Financial Advisor at Affinity Wealth Management, LLC.®
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