Crete Professionals Alliance · 1 day ago
Family Office Services Staff Accountant/Bookkeeper
Woodbury, NY
Full-time
Onsite
Entry Level
$80K/yr - $80K/yr
5+ years expReid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are currently seeking a Staff Accountant / Bookkeeper to join their Family Office Services team, responsible for managing bookkeeping functions and supporting high-net-worth clients.
Accounting
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
Qualification
Required
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
Preferred
Associate's or Bachelor's degree in Accounting, Finance, or a related field (preferred)
Benefits
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
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
Company data provided by crunchbase