Insite US ยท 4 days ago
Bookkeeper
Woodbury, NY
Full-time
Hybrid
Mid LevelInsite US is partnering with a well-established CPA firm that advises high-net-worth individuals and families. They are seeking a Bookkeeper to support their Family Wealth / Private Client team by maintaining accurate financial records and assisting with various accounting tasks.
Hiring Manager
Sophie Lake
Responsibilities
Maintain accurate bookkeeping records for high-net-worth individuals, families, and associated entities
Process and reconcile bank, credit card, and investment accounts
Prepare monthly and quarterly financial reports including balance sheets and cash flow summaries
Support trust and estate accounting, including tracking distributions and beneficiary activity
Assist with budgeting, cash flow monitoring, and personal expense management
Work closely with internal tax and advisory teams to support personal and entity tax compliance
Ensure records are maintained in line with accounting standards, firm policies, and client requirements
Manage sensitive financial information with the highest level of confidentiality
Support year-end close and prepare schedules for tax preparation and audits
Qualification
Required
Proven experience as a Bookkeeper, ideally within a CPA firm, family office, or private client environment
Strong understanding of double-entry bookkeeping and financial reporting
Comfortable working with multiple entities and complex account structures
Proficient in accounting software (QuickBooks, Xero, Sage or similar) and Excel
Highly organised with excellent attention to detail
Professional, discreet, and client-focused
Confident communicator who enjoys being a trusted point of contact
Preferred
Exposure to trust and estate accounting
Experience supporting high-net-worth individuals or family groups
Bookkeeping certification or relevant accounting qualification
Company
Insite US
We are the US's acknowledged market-leading public practice consultancy; with the largest team of experienced Consultants and Support staff; the biggest advertiser and the largest database.
Founded in 2015New York, NY, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase