Full Charge Bookkeeper | Wealth Management Firm | Bergen County, NJ (On-site)
$70,000 to $75,000 base, more for a CPA or a more experienced candidate
I’m working with a well-established CPA and wealth management firm in Bergen County, NJ. They’re growing and want to add a Full Charge Bookkeeper to the wealth management side of the business. You’ll own the firm’s books and work closely with the partners. It’s a stable team, there are no tax season late nights, and there’s room to grow into tax or other areas if that interests you.
What you’ll be doing
- Monthly bookkeeping in QuickBooks, including bank reconciliations
- Paying bills, writing checks and processing employee expense reimbursements
- Running and reviewing the quarterly client fee billing through the firm’s billing software
- Invoicing for financial planning and estate planning work, and tracking accounts receivable
- Supporting the partners with the quarterly close
- Helping with regulatory compliance paperwork when needed
What they’re looking for
- Full-cycle bookkeeping experience
- Strong QuickBooks skills
- Good attention to detail and discretion with client financial information
- Experience at a wealth management, RIA or financial services firm is a plus
- A CPA or accounting degree is welcome, and pay reflects experience
The details
- Full time and fully on-site, Monday to Friday, 8:30am to 5:00pm
- No extended hours during tax season
- Medical and dental benefits with a firm contribution
- Two-stage interview process: an initial video call, then an in-person meeting with the team
If this sounds like you, or you know someone who’d fit, send me a message or apply directly.
