Associate, Client Accounting Services - Family Office
Baker Tilly•Frisco, TX
•$60,000 - $81,320
About The Position
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.
Requirements
- Bachelor's degree required
- 1 year of progressive accounting/bookkeeping experience
- Proficient with Microsoft Office
- Strong project management and client service skills
- Familiar with GAAP and financial statements
- High attention to detail, problem solver & intellectually curious
- Adhere to the highest level of confidentiality
- A diverse accounting background
- An understanding of professional services and client service
- Strong interpersonal skills with an approachable and professional demeanor
- Outstanding organization skills
- Excellent verbal and written communication skills
- The ability to handle and respond to multiple client and department demands in a timely manner
- The ability to prioritize assignments and effectively manage their time
- The ability to thrive in a fast paced and dynamic environment
- The ability to be a team player but be able to work independently.
Nice To Haves
- CPA eligible preferred
- QuickBooks experience preferred
Responsibilities
- Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Assisting team members with 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
- Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices
- Supervising and reviewing the accounts payable function and Family Office staff members
- Managing and reconciling numerous bank, brokerage, and credit card accounts
- Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
- Preparing year-end reporting of 1099s
- Assisting in preparation of quarterly and annual tax packages and supporting documents
- Responding to client requests and inquiries
- Handling special projects as needed.
- Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
- Enjoy friendships, social activities and team outings that encourage a work-life balance
Benefits
- Comprehensive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
