Family Office Services Staff Accountant/Bookkeeper

Crete Professionals Alliance • Woodbury, NY

3d • $80,000 • Onsite

About The Position

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC and White Plains. Join a rapidly growing organization with a strategic vision and dynamic plan We are currently seeking a Staff Accountant / Bookkeeper to join our Family Office Services team in Woodbury, NY. This role is ideal for a highly organized and detail-oriented professional who enjoys working in a collaborative environment and serving high-net-worth clients with discretion and care.

Requirements

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred).
• Minimum 5 years of bookkeeping experience (required); experience in family office or high-net-worth client services is a plus.
• Proficient in QuickBooks Desktop (required).
• Comfortable working with Microsoft Excel, Word, and Outlook.
• Strong attention to detail with excellent time management and multi-tasking abilities.
• Ability to handle multiple clients and entities with accuracy and professionalism.
• Strong interpersonal and communication skills, with an emphasis on discretion and confidentiality.
• Must be able to reliably commute or relocate prior to start.

Nice To Haves

• experience in family office or high-net-worth client services is a plus.
• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred).

Responsibilities

• Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance.
• Accurately record financial transactions in QuickBooks Desktop, including deposits, payments, check logs, and intercompany transfers.
• Process accounts payable and support accounts receivable and billing activities.
• Maintain clean, organized, and up-to-date financial records for multiple entities and family groups.
• Assist with the preparation of monthly, quarterly, and annual reports for clients.
• Support the creation of financial projections, budgets, and ad hoc reports.
• Collaborate with senior accountants and family office managers to ensure the smooth execution of client engagements.
• Work closely with tax professionals by gathering and organizing financial documents and year-end data.
• Maintain confidentiality and demonstrate a high level of professionalism in all communications.
• Special projects as needed

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree