Manager, Client Accounting Services – Family Office
Baker Tilly US
full-time
Posted on:
Location Type: Remote
Location: Washington • United States
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Salary
💰 $84,350 - $159,920 per year
About the role
- 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 ensure workflows are efficient and streamlined in and between offices and across 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
Requirements
- 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
Benefits
- No specific benefits listed
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting principlesfinancial reportingbusiness process improvementtax servicesclient serviceGAAPQuickBooks OnlineSage Intacctdata summarizationfinancial record compilation
Soft Skills
leadershipteamworkcoachingtrainingmentoringcommunicationworkflow managementefficiency improvementinterpersonal skillsorganizational skills
Certifications
CPAMBA