Cretepa

Staff Accountant - Family Office

Woodbury, NY · Staff+ · Full-time

Sponsorship not specifiedDetected 8 days ago

AccountingExcelQuickBooksLeadershipCommunicationCollaborationTime ManagementOrganizational SkillsAccounts Payable

About the role

ABOUT THE COMPANY At Current, everything starts with people.
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.

Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance.
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.
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.
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.

Proficient in QuickBooks Desktop (required).
Ability to handle multiple clients and entities with accuracy and professionalism.
Must be able to reliably commute or relocate prior to start.
Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)
Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)

Associate's or Bachelor's degree in Accounting, Finance, or a related field (preferred).
experience in family office or high-net-worth client services is a plus.
Minimum 5 years of bookkeeping experience (required)

The total rewards package at Current includes base salary 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.
This position offers a competitive salary starting at $80K annually, commensurate with experience and qualifications.
Assist with the preparation of monthly, quarterly, and annual reports for clients.

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
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Join a rapidly growing organization with a strategic vision and dynamic plan

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.
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.
Reid Accountants + Advisors, is hiring!
We are currently seeking a Staff Accountant / Bookkeeper to join our Family Office Services team in Woodbury, NY.

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.

This listing is sourced directly from Cretepa's careers page and normalized into a canonical job model.