Bookkeeper/Accounting Assistant

About the role

Accuracy matters here. Bring yours to one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities — and an integrated tax and accounting practice that works alongside our wealth management team.

The Bookkeeper / Accounting Assistant is a full-time position with a competitive benefits package, based in our Newtown, CT office. You’ll partner closely with our staff accountants and CPAs to deliver accurate, timely work for client businesses. The ideal candidate is proactive, organized, and takes genuine pride in getting the details right.

What You’ll Do

You’ll handle the day-to-day accounting work that keeps client businesses running cleanly. Your work will span four key areas:

Reconciliations & Financial Data

Perform monthly reconciliations of client bank and credit card accounts.

Maintain accurate, well-organized financial records across client engagements.

Accounts Payable & Payroll

Manage accounts payable records and oversee the check-writing and disbursement process.

Coordinate and process client payrolls accurately and on schedule.

General Ledger & Closings

Conduct general ledger account analyses and prepare monthly journal entries.

Support accounting staff through month-end and year-end closing processes.

Client Support

Provide professional, responsive communication and administrative support to clients.

Coordinate with staff accountants and CPAs to keep engagements moving smoothly.

What We’re Looking For

2+ years of professional bookkeeping or accounting support experience preferred.

Strong, demonstrated proficiency in QuickBooks.

Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Excellent organizational skills with the ability to prioritize and manage multiple client engagements.

Exceptional interpersonal and telephone communication skills.

Strong work ethic, a desire to learn, and an unwavering commitment to accuracy.

Ability to reliably commute to our Newtown, CT office.

Why Join Moneco Advisors?

This is an opportunity to do accounting work that actually connects to something larger — supporting client businesses inside a firm where tax, accounting, and financial planning work together rather than in silos. You’ll learn from experienced CPAs, take on real responsibility, and grow with one of the fastest-growing independent firms in Connecticut.