This position is responsible for providing our client companies best-in-class service and financial expertise.
This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Additionally, the controller acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
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 in Accounting required
CPA and/or MBA preferred
Public Accounting experience a plus
Six (6) 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 QuickBooks On-line (QBO) and/or Sage Intacct is required

Manager, Client Accounting Services – Family Office

Key skills