Senior Associate, Client Accounting Services - Family Office

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

Are you interested in joining one of the fastest growing consulting and accounting firms in the country?

Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Senior Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded

You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together

You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:

Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers

Reviewing the accounts payable function and GL accountants

Payroll coordination with clients and the Family Office payroll team

Managing and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing work

Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts

Oversee the year-end reporting and preparation of 1099s

Assisting in preparation of quarterly and annual tax packages and supporting documents

Responding to client requests and inquiries

Involvement managing some client relationships and outside vendors as needed

Handling special projects as needed.

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients

Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

Bachelor's degree required

CPA eligible preferred

3 years of progressive accounting experience

2 plus years of professional services experience preferred

Proficient with Microsoft Office, particularly Excel, and QuickBooks

Strong project management and client service skills

Solid understanding and working knowledge of GAAP and financial statements

High attention to detail, problem solver & intellectually curious

Adhere to the highest level of confidentiality