Manager, Client Accounting Services – Family Office

Baker Tilly US

Manager providing accounting operations and financial expertise for family office clients at Baker Tilly. Overseeing financial reports, compliance, and team mentoring.

Posted 6/3/2026full-timeFrisco • Pennsylvania, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $67,000 - $159,920 per yearWebsite

About the role

Key responsibilities & impact

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
Coach, train, and mentor staff on client service, tax, and accounting matters
Provide analysis and insights to clients based on knowledge of current business trends

Requirements

What you’ll need

Bachelor's degree required
CPA and/or MBA preferred
Public Accounting experience a plus
5 (five) 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

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

✓ Tailor your resume

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 improvementdata analysisfinancial record compilationGAAPQuickBooks OnlineSage Intacct

Soft Skills

client servicecoachingtrainingmentoringcommunication

Certifications

CPAMBA