Manager, Client Accounting Services - Family Office
Listed on 2026-07-04
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Accounting
Accounting Manager, Accounting & Finance, Financial Compliance
Responsibilities
- Oversee and provide exceptional service to clients including tax, accounting, and advisory services
- Manage production of monthly, quarterly, and financial reports and benchmarking
- Provide recommendations for business and process improvements
- Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
- Coach, train, and mentor staff on client service, tax, and accounting matters
- Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
- Bachelor’s degree required
- CPA and/or MBA preferred
- Public Accounting experience a plus
- 5 (five) plus years of progressively responsible experience in professional accounting functions
- Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
- Excellent understanding of Generally Accepted Accounting Principles (GAAP)
- Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
- Experience in Quick Books On-line (QBO) and/or Sage Intacct is required
The pay rate range for this job position is $67,000 to $159,920. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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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