Family Office Services Staff Accountant/Bookkeeper

About the role

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. 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.

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 contr

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at crete-professionals-alliance? Share your experience