Associate, Client Accounting Services – Family Office

Role Overview

• Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers
• Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices
• Supervising and reviewing the accounts payable function and Family Office staff members
• Managing and reconciling numerous bank, brokerage, and credit card accounts
• Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
• Preparing year-end reporting of 1099s
• Assisting in preparation of quarterly and annual tax packages and supporting documents
• Responding to client requests and inquiries
• Handling special projects as needed.
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Requirements

• Bachelor's degree in Business, Accounting, Finance or related degree
• CPA eligible preferred
• 2 to 5 years of progressive accounting/bookkeeping experience
• Proficient with Microsoft Office; QuickBooks experience preferred
• Strong project management and client service skills
• Familiar with GAAP and financial statements
• High attention to detail, problem solver & intellectually curious
• Adhere to the highest level of confidentiality
• A diverse accounting background
• An understanding of professional services and client service
• Strong interpersonal skills with an approachable and professional demeanor
• Outstanding organization skills
• Excellent verbal and written communication skills
• The ability to handle and respond to multiple client and department demands in a timely manner
• The ability to prioritize assignments and effectively manage their time
• The ability to thrive in a fast paced and dynamic environment
• The ability to be a team player but be able to work independently.

Benefits

• Upward career trajectory
• Flexibility in how and where you get your work done
• Meaningful relationships with clients, teammates, and leadership