Associate, Client Accounting Services - Family Office

Associate, Client Accounting Services - Family Office

Baker Tilly US

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 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 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. The firm is part of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

We invite you to join our Family Office practice, which provides accounting and consulting services to ultra‑high net‑worth individuals and family clients. Services include partnership accounting, financial reporting, cash management, bill payment and advising on complex intergenerational wealth strategies.

• Work closely with multiple clients on a wide range of accounting and administrative services, including general ledger maintenance, journal entry posting, monthly close coordination and budget reporting.
• Research and resolve discrepancies with client accounts, bill pay, or invoices.
• Supervise and review the accounts payable function and family office staff.
• Manage and reconcile bank, brokerage and credit card accounts.
• Perform balance‑sheet reconciliations and analysis, including inter‑company accounts.
• Prepare year‑end reporting of 1099s and assist in quarterly and annual tax packages.
• Respond to client requests and inquiries, and handle special projects as needed.
• Demonstrate a desire for continual learning and development through internal and external training.
• Network and build strong relationships internally and externally with clients.
• Support the growth of team members through the Baker Tilly Care and Teach philosophy.
• Enjoy team social activities that encourage a healthy work‑life balance.

• Bachelor’s degree in Business, Accounting, Finance or related field.
• CPA eligible preferred.
• 2‑5 years of progressive accounting/bookkeeping experience.
• Proficient with Microsoft Office;
  Quick Books experience preferred.
• Strong project management and client service skills.
• Familiarity with GAAP and financial statements.
• High attention to detail, problem‑solving and intellectual curiosity.
• Ability to maintain the highest level of confidentiality.
• Strong interpersonal skills and professional demeanor.
• Excellent verbal and written communication skills.
• Capacity to prioritize assignments and manage time effectively.
• Comfortable in a fast‑paced, dynamic environment and a team player who also works independently.

Equal Opportunity
Baker Tilly is an equal‑opportunity/affirmative action employer. All qualified applicants will receive consideration 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 and local law.