Bookkeeping Specialist - Private Wealth

Location: Uniondale, New York, USA — 1500 RXR Plaza

Pay range: $24.00–$37.75 per hour in Uniondale, NY; $30.00–$39.50 per hour in New York, NY.

Company

Professional advisory, tax, assurance, and accounting firm serving clients across the United States and global financial centers.

What you will do

• Support high-net-worth individual clients within the Private Wealth Tax Practice.
• Provide client service through communication, information gathering, onboarding, and delivery.
• Review client data and assist with preparing accurate and timely client deliverables.
• Communicate with clients, internal teams, and third-party client advisors.
• Navigate client platforms, communicate work status, and escalate roadblocks or inefficiencies.
• Stay current with applicable technology platforms and complete certifications as directed.

Requirements

• Associate’s degree required; a bachelor’s degree in accounting or a related field is preferred. Relevant experience may substitute for a degree.
• 0–3 years of bookkeeping or accounting experience.
• Knowledge of accounting, bookkeeping, and payroll principles, including classifying, recording, and summarizing financial data.
• Accuracy, attention to detail, confidentiality, organization, time management, communication, collaboration, and problem-solving skills.
• Ability to learn new technologies and processes quickly, work independently with clients, manage multiple deadlines, and work limited overtime when needed.
• Experience with MS Office Suite; QuickBooks experience is preferred.

Culture & Benefits

• Full-time employment.
• Comprehensive compensation and benefits package for eligible employees.
• Work involves collaboration with clients, colleagues, and third-party advisors.
• Equal opportunity employment environment.