Family Office Services Staff Accountant/Bookkeeper

Job Description

Job Description

About the Company

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.

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 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 their 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.

Compensation & Benefits

The total rewards package at Current includes base salary, bonus, and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

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
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.