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 in 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 (Baker Tilly) 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. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Job Description:

 

Are you interested in joining one of the fastest growing consulting and accounting firms in the country?

Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients.  The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and   best practices.

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewardedYou do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working togetherYou feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:

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 workpapersResearching and resolving issues or discrepancies with clients’ accounts, bill pay or invoicesSupervising and reviewing the accounts payable function and Family Office staff membersManaging and reconciling numerous bank, brokerage, and credit card accountsPerforming reconciliations and analysis for balance sheet accounts, including inter-company accountsPreparing year-end reporting of 1099sAssisting in preparation of quarterly and annual tax packages and supporting documentsResponding to client requests and inquiriesHandling 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 developmentUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

Bachelor's degree in Business, Accounting, Finance or related degreeCPA eligible preferred2 to 5 years of progressive accounting/bookkeeping experienceProficient with Microsoft Office; QuickBooks experience preferredStrong project management and client service skillsFamiliar with GAAP and financial statementsHigh attention to detail, problem solver & intellectually curiousAdhere to the highest level of confidentialityA diverse accounting backgroundAn understanding of professional services and client serviceStrong interpersonal skills with an approachable and professional demeanorOutstanding organization skillsExcellent verbal and written communication skillsThe ability to handle and respond to multiple client and department demands in a timely mannerThe ability to prioritize assignments and effectively manage their timeThe ability to thrive in a fast paced and dynamic environmentThe ability to be a team player but be able to work independently.