Family Office Services Staff Accountant​/Bookkeeper

Effective June 12, 2026: our 462 Seventh Ave & 12 West 32nd St offices are relocating to 800 Third Ave, Ste 300, New York, NY 10022

We strive to create a dynamic work environment.

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.

• Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance.
• Accurately record financial transactions in Quick Books 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

• 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 Quick Books 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 – 5:30

PM

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  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 Linked In Learning

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.