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Bookkeeper - CPA

Whitman Advisory Job Community
Spring Lake, NJ Full Time
POSTED ON 12/5/2025 CLOSED ON 1/3/2026

What are the responsibilities and job description for the Bookkeeper - CPA position at Whitman Advisory Job Community?

About the Role

Bookkeeper – Public Accounting Firm

Location: Red Bank, NJ (100% Onsite, Monday–Friday)

Employment Type: Full-time

Whitman Advisory is collaborating with a respected public accounting firm in Spring Lake, New Jersey, to hire a skilled and detail-driven Bookkeeper. This position is suited for someone with solid accounting knowledge, strong technical abilities, and a commitment to delivering high-quality client service in a team-oriented environment.

Work Schedule

  • Hours: 9:00 a.m. – 5:30 p.m.
  • Weekly Minimum: 37.5 hours
  • Overtime: Required occasionally based on firm or client demands

Primary Duties

  • Maintain accurate financial records for a portfolio of clients
  • Produce and interpret financial statements such as balance sheets and profit & loss reports
  • Handle accounts payable and accounts receivable functions
  • Conduct bank reconciliations and perform account analyses
  • Create and enter journal entries
  • Support month-end closing processes and balance sheet reviews
  • Organize and maintain client documentation and supporting schedules
  • Prepare payroll tax filings and ensure all related compliance requirements are met
  • Manage sales tax, use tax, and other compliance submissions
  • Interface directly with clients to resolve accounting discrepancies, reconciliation issues, and documentation needs
  • Ensure all work follows GAAP guidelines and firm standards

Required Qualifications

  • 3 years of bookkeeping or accounting experience (public accounting background a plus)
  • Associate’s or Bachelor’s degree in Accounting or Business Administration (required)
  • Demonstrated experience working with:
  • Individuals
  • Partnerships
  • Corporations
  • Trusts
  • Mid-size businesses
  • Strong knowledge of:
  • Debits and credits
  • Account reconciliation
  • Payroll processing

Technical Expertise

  • Advanced skills in QuickBooks Online and QuickBooks Desktop (minimum 3 years)
  • Proficiency in Microsoft Office applications (Outlook, Word, Excel)
  • Ability to work with multiple client accounts and software systems
  • Strong analytical ability, problem-solving skills, and research capability

Compensation & Perks

  • 401(k) plan
  • Health insurance
  • Dental coverage
  • Vision coverage
  • Paid time off

Salary : $60,000 - $80,000

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