Family Office Services Staff Accountant/Bookkeeper

Crete Professionals Alliance • Woodbury, NY

16d • $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. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $80K annually , commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: 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 We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to its clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-LC1

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.

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