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About the role

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 candidateI’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 plusA CPA or accounting degree is welcome, and pay reflects experience
  • The details
  • Full time and fully on-site, Monday to Friday, 8:30am to 5:00pmNo 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.

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JOB OVERVIEW

Experience level

Senior

Location

Bergen County, NJ

Occupation

Bookkeeping, Accounting, and Auditing Clerks

Industry

Other Accounting Services

Posted

today

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