Senior Manager – Client Accounting Services

Baker Tilly US

Family Office Senior Manager overseeing client accounting services for ultra-high-net-worth individuals and families. Serving as a trusted advisor and managing multiple client engagements.

Posted 6/20/2026full-timeLos Angeles • California • 🇺🇸 United StatesSenior💰 $135,000 - $195,350 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as the primary relationship leader and trusted advisor for multiple family office clients
Oversee multiple client engagements and ensure overall quality, consistency, efficiency, and client satisfaction
Manage engagement scope, budgets, profitability, and resource allocation
Develop strategic insights and recommendations based on client objectives, financial results, and changing economic conditions
Lead coordination with tax advisors, attorneys, wealth managers, investment advisors, and other external professionals
Review and approve complex financial statements, management reports, reconciliations, and accounting analyses
Oversee month-end and year-end close processes for clients and related entities

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business, or related field
CPA license preferred
8+ years of progressive accounting, family office, client accounting services, or related experience
4+ years of experience managing client engagements within a professional services environment
Strong understanding of GAAP, financial statement preparation, and complex accounting transactions
Experience working with ultra-high-net-worth individuals, family offices, partnerships, trusts, and investment entities preferred
Experience with QuickBooks, Sage Intacct, NetSuite, and other cloud-based accounting platforms
Advanced proficiency in Microsoft Excel and Microsoft Office applications
Proven ability to manage multiple priorities and deadlines effectively

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinancial statement preparationGAAPcomplex accounting transactionsclient accounting servicesbudget managementresource allocationfinancial analysismonth-end closeyear-end close

Soft Skills

relationship managementclient satisfactionstrategic insightscoordinationcommunicationtime managementleadershipproblem-solvingorganizational skillsprioritization

Certifications

Bachelor’s degreeCPA license