Associate, Client Accounting Services - Family Office

Overview

Baker Tilly is a leading advisory, tax and assurance firm offering accounting and consulting services to ultra‑high net worth individuals and family clients through its Family Office practice.

• Work closely with multiple clients providing accounting and administrative services, including general ledger maintenance, journal entry preparation and posting, monthly close coordination, budgeting, and preparation of financial statements.
• Research and resolve issues or discrepancies with client accounts, bill pay, and invoices.
• Supervise and review the accounts payable function and Family Office staff members.
• Manage and reconcile bank, brokerage, and credit card accounts; perform balance‑sheet reconciliations and analysis, including inter‑company accounts.
• Prepare year‑end 1099 reporting and assist in quarterly and annual tax packages.
• Respond to client requests and inquiries, and handle special projects as needed.
• Engage in continuous learning and cross‑training opportunities to enhance technical and professional skills.
• Network and build strong internal and external relationships with clients.
• Support team development through mentorship and the Baker Tilly Care and Teach philosophy.
• Maintain a healthy work‑life balance and participate in team activities.

• Bachelor’s degree required.
• CPA eligible preferred.
• One year of progressive accounting/bookkeeping experience.
• Proficiency 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 ability, and intellectual curiosity.
• Commitment to confidentiality.
• Diverse accounting background.
• Understanding of professional services and client service.
• Strong interpersonal skills and professional demeanor.
• Excellent organization, verbal, and written communication skills.
• Ability to handle and respond to multiple client and departmental demands in a timely manner.
• Ability to prioritize assignments and manage time effectively.
• Ability to thrive in a fast‑paced, dynamic environment.
• Team player who can also work independently.

The pay rate range for this position is $60,000 to $81,320. Compensation is influenced by skills, experience, qualifications, certifications, work arrangements, and location. Baker Tilly offers a comprehensive compensation and benefits package.

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, veteran status, gender identity, sexual orientation, or any other legally protected basis.