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Bookkeeper

Part-time (15-20 hours/week)
Competitive compensation

Job Opportunity

Independent investment firm, AGW Capital Advisors, is adding a new bookkeeper to its growing team. The ideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. This position does require on-site work multiple times/week in our South Tampa office. Please send your resume to info@agwcapital.com with a cover letter describing how your goals and experiences align with this position.

General Responsibilities

  • Process bill payments and weekly check runs.
  • Record and classify expense activity in Quickbooks.
  • Reconcile key balance sheet accounts monthly.
  • Compile quarterly reporting.
  • Light administrative duties.

Job Requirements

  • Bachelor’s or Associate’s degree in accounting preferred.
  • At least 2-3 years of experience in accounting and finance in a professional setting.
  • Experience with Quickbooks.
  • Proficiency with the Microsoft Suite and creating and maintaining Excel spreadsheets.
  • Strong organizational and communication skills.

About AGW

Of all the investments we make at AGW, the most important thing we invest in is our people. As an independent, employee-owned capital advisory firm, everyone who works at AGW has a seat at the table and a hand in our success. We empower our teams with industry-leading resources in research, strategy and technology, and support continued development through financial certifications and leadership opportunities. Located in one of the fastest-growing markets in the U.S., our Tampa firm serves 125+ private, corporate and institutional clients with total assets over $3B. Learn more at agwcapital.com.

Notes

Employees must complete the Code of Ethics and Privacy Policy initially upon employment, and as an ongoing condition of employment. A background check/drug screen is a condition of employment and is to be completed prior to the first day of employment, and when requested subsequently. Agreeing to an Invention, Non-Disclosure, and Non-Solicitation Agreement is a requirement for employment. Any offer for employment is on an “at-will” basis. Both you or AGW can terminate your employment at any time with or without cause, in which case you will be entitled to only the base salary earned through the date of termination.