Staff Accountant - Family Office

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.

Key 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.
• Absorb and organize financial documents and year-end data for tax professionals.
• Absorb and organize financial documents and year-end data for tax professionals.
• 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.

Qualifications And Requirements

• 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 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.

Job Type

Full-time

Schedule

Monday – Friday, 9:00AM – 5:30PM

Work Location

In person

Ability to Commute/Relocate

Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)

Compensation & Benefits

The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. 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 InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributions

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.