Manager, Family Office - Accounting & Finance Services

## Manager, Family Office - Accounting & Finance Services Apply locations:
USA TX Frisco:
USA TX Dallas 12221 Merit Drtime type:
Full time posted on:
Posted Todayjob requisition :
JR107148#
** 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  or join the conversation on Linked In, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
* Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
** Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*#

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* Job Description:

** The Family Office is a sub department of our Real Estate OFA practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals.

The Family Office Manager is responsible for all areas relating to financial reporting within the family office. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office clients. The Manager   supervises family office staff and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner.

This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting,  and the support of other family office tasks. This role will have contact with clients and outside advisors which requires strong interpersonal communication skills both written and verbal.
** Responsibilities:**  - Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions
- Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
- Manage completeness and timeliness of client deliverables
- Utilize various technologies to add value to the client experience
- Assist in the creation or expansion of accounting policies and procedures
- Manage cash and ensure the accurate and timely processing of bill pay transactions – high volume of AP review
- Interface with clients and coordinate with team through virtual processes and platforms
- Perform…