Associate, Client Accounting Services – Family Office

Baker Tilly US

Family Office Accounting Associate providing accounting and consulting services to ultra-high net worth individuals. Supporting clients with financial reporting, cash management, and intergenerational wealth strategies.

Posted 6/9/2026full-timeFrisco • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $81,320 per yearWebsite

About the role

Key responsibilities & impact

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 workpapers
Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices
Supervising and reviewing the accounts payable function and Family Office staff members
Managing and reconciling numerous bank, brokerage, and credit card accounts
Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
Preparing year-end reporting of 1099s
Assisting in preparation of quarterly and annual tax packages and supporting documents
Responding to client requests and inquiries
Handling 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 development
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance

Requirements

What you’ll need

Bachelor's degree required
CPA eligible preferred
1 year of progressive accounting/bookkeeping experience
Proficient with Microsoft Office; QuickBooks experience preferred
Familiar with GAAP and financial statements
High attention to detail, problem solver & intellectually curious
A diverse accounting background
An understanding of professional services and client service
Strong interpersonal skills with an approachable and professional demeanor
Outstanding organization skills
Excellent verbal and written communication skills
The ability to handle and respond to multiple client and department demands in a timely manner
The ability to prioritize assignments and effectively manage their time
The ability to thrive in a fast paced and dynamic environment
The ability to be a team player but be able to work independently.

Benefits

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accounting processesgeneral ledger maintenancejournal entriesmonthly close coordinationbudget reportingfinancial statement preparationreconciliationstax package preparation1099 reportingproblem solving

Soft Skills

attention to detailintellectual curiosityinterpersonal skillsorganization skillsverbal communicationwritten communicationtime managementteam playerindependencerelationship building

Certifications

Bachelor's degreeCPA eligible