Summer 2026 Family Office Associate - MA Conversion

Baker Tilly•San Francisco, CA

20d•$70,000 - $80,000

About The Position

Baker Tilly is currently seeking Family Office Associates. This position is responsible for being a point of contact with clients to ensure their core accounting processes are working smoothly and are completed both timely and accurately. This core includes booking journal entries, preparing reports, overseeing payroll, and managing a client’s data to ensure completeness and accuracy. Additionally, Family Office Associates also proactively monitoring a client’s financial situation to manage cash, support capital calls, and provide research and analysis of trends to identify action items and support major projects being conducted by our clients.

Requirements

Must be legally authorized to work in the United States on a full-time basis upon hire; Baker Tilly will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT)
Must have a bachelor’s degree, with preference for Business or Accounting majors
Experience with Excel, Word, Outlook
Ability to commute as needed throughout the region; to include Baker Tilly’s offices
Ability to travel to client locations, including overnight stays, with travel expectations varying by department and office locations
Seasonal flexibility to work overtime or additional hours, including evenings and weekends, as needed
Must have a current, accepted offer with Baker Tilly (formerly Moss Adams)

Nice To Haves

Coursework in technology-related fields highly desirable
Reside within a commutable distance to a Baker Tilly office and be willing to work on-site on a regular basis
Experience with Bill.com and QuickBooks preferred
Understanding of payroll a plus
Excellent customer service skills: Ability to understand own and others' emotions to achieve desired goals
Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment
Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in a professional setting
Work effectively both as part of a team and independently
Highly motivated and embrace challenges as an opportunity to grow
Quickly adapt to a changing work environment, including the use of software, systems, and technology
Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects
Ability to demonstrate depth of knowledge and skill in technical area(s)