Staff Accountant / Bookkeeper (Finance)

TL;DR

Staff Accountant / Bookkeeper (Finance): Managing day-to-day bookkeeping and general ledger maintenance for high-net-worth clients with an accent on financial accuracy and discretion. Focus on maintaining complex financial records across multiple entities, reconciling accounts in QuickBooks Desktop, and preparing comprehensive financial reports.

Location: In person in Woodbury, NY (must be able to reliably commute or relocate prior to start)

Salary: From $80,000 per year

Company

A rapidly growing accounting and advisory platform focused on modernizing the profession through technology and artificial intelligence.

What you will do

• Perform daily bookkeeping, including bank and credit card reconciliations and general ledger maintenance.
• Record financial transactions, deposits, payments, and intercompany transfers using QuickBooks Desktop.
• Manage accounts payable, accounts receivable, and billing activities.
• Maintain clean and organized financial records for multiple entities and high-net-worth family groups.
• Prepare monthly, quarterly, and annual financial reports, budgets, and projections.
• Collaborate with tax professionals to organize year-end data and financial documentation.

Requirements

• Minimum 5 years of bookkeeping experience.
• Proficiency in QuickBooks Desktop.
• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred).
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Must be based in or be able to relocate to Woodbury, NY.
• Ability to handle high-net-worth clients with a high level of discretion and confidentiality.

Culture & Benefits

• Comprehensive Health, Dental, and Vision insurance (with fully paid employee-only options).
• Company-paid Life and Long-Term Disability insurance.
• Safe Harbor 401(k) plan with employer contributions.
• Professional growth opportunities with access to Becker and LinkedIn Learning.
• Inclusive and supportive workplace environment.