Family Office Services Staff Accountant/Bookkeeper

Family Office Services Staff Accountant/Bookkeeper 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. Key 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 Qualifications and 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. Job Type: Full-time Schedule: Monday – Friday, 9:00AM – 5:30PM Work Location: In person Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required) 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 a ... (truncated, view full listing at source)