Senior Associate - Family Office
Baker Tilly Advisory Group, LP

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:

Responsibilities

• Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
  
• Support team where needed in accomplishing client deliverables
  
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, non-profits, unique reporting requirements, etc.)
  
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
  
• Answer general accounting and software questions and begin to help Assistant Controller by taking on more complicated accounting work, escalating as needed
  
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
  
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
  
• Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
  
• Execute on defined processes and procedures and share ideas or recommendations for improvements
  
• Maintain and expand knowledge base of accounting principles and practices
  
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
  

• Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
  
• 2-4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
  
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
  
• Experience in QuickBooks, Sage Intacct, Bill.com and/or Expensify a plus
  
• Experience and knowledge working within MS Office Suite
  
• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
  
• Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
  
• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
  
• Strong adaptability and multi-tasking skills
  
• Ability to learn new technology and processes quickly
  
• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
  
• A desire to work independently with clients
  
• Ability to work limited overtime as needed