---
title: 'Bookkeeper - Part-time at EPIC Brokers'
canonical: 'https://feeny.ai/job/bookkeeper-part-time-epic-brokers-newport-beach-wwg0mars4q21'
type: 'job'
last_seen: '2026-09-12'
---

# Bookkeeper - Part-time at EPIC Brokers

- **Company:** EPIC Brokers
- **Location:** Newport Beach, CA
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-12
- **Apply:** https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8796562002

## Job description

Come join our team!

This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants.

Galway Family Office empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs.

Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers people, and reunites them under one creative, collaborative, success-oriented mission.​ Learn more about Galway Family Office & their services by visiting: https://galwayfamilyoffice.com/

## JOB OVERVIEW:

The Part-Time Bookkeeper (20 hours per week) role is responsible for computing, classifying, and recording financial transactions to ensure the financial records of the high-net worth private clients are accurate. They also assist the Account Manager in overseeing the finances of the assigned clients.

LOCATION: Newport Beach, CA – Hybrid (approximately 1 or 2 days a week in Newport Beach is preferred)

## WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

- Process and review accounts payable and accounts receivable
- Perform and review credit card and bank reconciliations
- Maintain electronic filing system
- General communication with vendors, clients, and client representatives via phone, email, and in-person
- Perform and review cash flow reports and cash balances as required
- Assist in assembling information for year-end tax packages for tax team
- Provide assistance on insurance questions
- Prepare and review 1099 reports
- Prepare and review journal entries
- Assist in the preparation and processing of payroll, as well as applicable reporting
- Print reports (such as financial statements) for review
- Other projects and duties as assigned
- Supervise and train assigned team members

## WHAT YOU’LL BRING:

- Preferred: 2+ years of bookkeeping experience in an entertainment business management firm
- Experience with Agilink and/or DataFaction software is nice to have but not required
- Associate's or bachelor's degree in accounting is preferred
- Ability to analyze and interpret accounting data with a critical eye
- Professional demeanor and communications
- Thorough knowledge of financial record-keeping methods, procedures, and practices
- Ability to review financial documents for accuracy, completeness, validity, and adherence to standards
- Understanding of a chart of accounts, mortgages and leases, payroll taxes, and use of divisions and journals
- Detail oriented and organized

## COMPENSATION:

The national average hourly rate for this role is $24.00 - $29.00 per hour in base pay and exclusive of any bonuses or benefits, and this role will average 20 hours per week. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC / Galway:

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
- We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

## #LI-AT1

#LI-Hybrid

(3827)

## About EPIC Brokers

## Company Overview
- **One-liner**: EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management, employee benefits, and specialty program insurance brokerage and consulting firm.
- **Entity Type**: Private
- **Headquarters**: New York, NY, United States (1140 Avenue of the Americas 8th Floor)
- **Founded**: 2007
- **Founders**: Not publicly available

## Core Business
- Primary industry/industries: Insurance brokerage and consulting (Risk Management, Employee Benefits, Property & Casualty, Specialty Programs, Private Client Services)
- Target customers: B2B (enterprises, SMBs, high net-worth individuals); emphasis on accounts with >100 employees for employee benefits
- Mission or purpose statement: To put the needs of others ahead of your own, work hard together, respect and embrace diversity and community, and enjoy the process – with no limit to what they can collectively achieve.

## Products & Services
- **Risk Management**: Decoding and disarming risks most likely to affect a business by leveraging expertise, analysis, and insights.
- **Employee Benefits**: Consulting, brokerage, and advisory services with a specific emphasis on accounts with >100 employees.
- **Commercial Property & Casualty**: Insurance solutions for businesses across a wide range of industries.
- **Private Client Services**: Personal risk management consulting and insurance portfolio development for high net-worth individuals.
- **Specialty Program Insurance**: Unique specialty program insurance solutions.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (Private company)
- **Key Metric**: Over $1B in run-rate revenue; 3,000+ team members; 100K+ clients and growing
- **Notable Investors/Partners**: Not publicly available (Private company)
- **Growth Signals**: Ranked #17 among the Top 100 largest U.S. brokers (per Business Insurance); fastest-growing firm in the insurance industry; nationwide presence with offices across the country; has aligned with the DOD SkillBridge Program for military service members.

## Competitive Advantages
- **Unique Culture ("EPICness")**: Strong emphasis on a "people first" culture with shared values: Owner Mindset, Inspire Trust, Think Big, Drive Results.
- **Scale & Growth**: Over $1B in revenue and 3,000+ employees, indicating significant market presence and stability.
- **Industry Expertise**: Depth of expertise across key lines of insurance with local market knowledge and nationwide support.
- **Community Focus**: Commitment to giving back to the communities where employees live and work.

## Strategic Focus
- **Growth & Expansion**: Continuing rapid growth across the country while maintaining service excellence and a "people first" culture.
- **Innovation**: Embracing innovation in the community and anticipating future client needs.
- **Talent Acquisition**: Actively seeking people who have "the right stuff" – capable, committed individuals who share common beliefs and values.
- **Diversity & Inclusion**: Fostering a work community where every colleague feels welcomed, valued, respected, and heard.

## Why Work Here
- **Culture**: Strong emphasis on "EPICness" – a culture built on shared values of ownership, trust, big thinking, and driving results. The company is recognized as one of the fastest-growing best places to work in the insurance industry.
- **Remote/Hybrid/Office Policy**: Mixed; many roles are location-specific (e.g., New York, Atlanta, Dallas, San Ramon, etc.), but some positions (e.g., Direct Bill Accounting, Pharmacy Benefit Consultant, etc.) are listed as "Remote US Based."
- **Notable Perks**:
  - Full-suite of employee benefits: medical, dental, vision, and pharmacy plans.
  - Access to Wellness programs that support healthy lifestyles.
  - Life and disability insurance, cancer services, and commuter benefits.
  - Commitment to helping employees lead their best lives.
- **Engineering/IT Culture**: Roles exist in Information Technology, Data & Analytics, and Business Applications, suggesting a focus on modernizing internal systems and leveraging data.
- **Diversity & Inclusion**: Explicit commitment to diversity, equity, and inclusion; believes diversity drives innovation.
- **Community Impact**: Strong emphasis on giving back to the communities where employees live and work.

## Sources
1. [epicbrokers.com](https://www.epicbrokers.com/)
2. [epicbrokers.com](https://www.epicbrokers.com/about/)
3. [epicbrokers.com](https://www.epicbrokers.com/about/epic-careers/)
4. [epicbrokers.com](https://www.epicbrokers.com/about/our-values/)
5. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter)

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