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Staff Accountant – Join Our Finance Team in Syosset, NY!

Are you a detail-lover with a passion for balancing the books and digging into the numbers? Do you thrive in a collaborative, team-oriented environment where accuracy and integrity are more than just buzzwords? If so, we’d love to meet you.

David Lerner Associates, a trusted name in financial services for nearly 50 years, is looking for a Staff Accountant to support our growing finance team. This is a great opportunity to join a firm where your contributions are valued, your teammates are supportive, and your work actually makes a difference.

What You'll Do:

  • Prepare monthly financial reports and accounting services for companies
  • Reconcile bank accounts, post journal entries, and manage revenue allocations
  • Support our Controller on fiscal strategy and accurate financial reporting
  • Analyze records for accuracy and completeness in accordance with departmental standards
  • Assist with tax filings, year-end audits, and annual financial statements
  • Help us continuously improve systems and processes using modern tools and technology

What You'll Bring:

  • A Bachelor's degree in Accounting or Finance (or equivalent experience)
  • 3+ years of accounting experience—broker-dealer experience is a big plus
  • Familiarity with Great Plains/Microsoft Dynamics is preferred
  • Bonus points if you’re a CPA or hold a Series 27 license
  • Strong ethics, keen attention to detail, and excellent communication skills

Why Join Us?

At David Lerner Associates, we believe in promoting from within, maintaining a culture of trust and accountability, and treating our team members like family. You'll work in a professional, yet welcoming office environment with core hours of 9 a.m. to 5 p.m., Monday through Friday—and no weekends.

We offer a competitive compensation package, full benefits, and the kind of stability and respect you’d expect from a firm that’s been doing things the right way for decades.

📍 Location: On-site in our Syosset, NY headquarters
📋 Work Status: Full-time | Monday – Friday | 9 AM – 5 PM

Ready to bring your skills to a company that values your accuracy and commitment as much as your ideas? Apply today!

DLA is an Equal Opportunity Employer