Senior Associate, Client Accounting Services – Family Office
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Frisco • Texas • United States
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Job Level
About the role
- Responsible for providing clients with a variety of accounting and administrative services
- Maintain the general ledger and coordinate monthly close
- Prepare monthly/quarterly financial statements and related workpapers
- Review accounts payable and payroll coordination
- Manage bank, brokerage, and credit card accounts
- Perform reconciliations and analysis for balance sheet accounts
- Oversee year-end reporting and preparation of 1099s
- Assist in preparation of tax packages and supporting documents
- Respond to client requests and manage client relationships
- Handle special projects as needed
Requirements
- Bachelor's degree in Business, Accounting, or Finance
- CPA eligible preferred
- 4 to 7 years of progressive accounting experience
- 2 plus years of professional services experience preferred
- Proficient with Microsoft Office, particularly Excel, and QuickBooks
- Strong project management and client service skills
- Solid understanding and working knowledge of GAAP and financial statements
- High attention to detail, problem solver & intellectually curious
- Adhere to the highest level of confidentiality
Benefits
- Upward career trajectory
- Flexibility in work arrangements
- Meaningful relationships with clients and teammates
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingfinancial statementsgeneral ledgerreconciliationsGAAPpayroll coordinationtax preparationfinancial analysis1099 preparationproject management
Soft Skills
client serviceattention to detailproblem solvingintellectual curiosityrelationship management
Certifications
Bachelor's degreeCPA eligible