Senior Associate, Client Accounting Services - Family Office
About The Position
Baker Tilly is a leading advisory, tax and assurance firm. The 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 upward career trajectory, flexibility in how and where work is done, and meaningful relationships with clients, teammates, and leadership. This role is ideal for someone who craves the opportunity to be part of a fast-growing family office practice where hard work and creativity will be rewarded, enjoys working in a talented, down-to-earth team that thrives in collaboration, and feels valued when provided with resources and support to sharpen technical skills and build a career.
Requirements
- Bachelor's degree required
- 3 years of progressive accounting experience
- 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
Nice To Haves
- CPA eligible preferred
- 2 plus years of professional services experience preferred
Responsibilities
- 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 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
Benefits
- compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
