Baker Tilly US

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

JuniorMid-Level

About the role

  • 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

  • Bachelor's degree in Business, Accounting, Finance or related degree
  • CPA eligible preferred
  • 2 to 5 years of progressive accounting/bookkeeping experience
  • Proficient with Microsoft Office; QuickBooks experience preferred
  • Strong project management and client service skills
  • Familiar with GAAP and financial statements
  • High attention to detail, problem solver & intellectually curious
  • Adhere to the highest level of confidentiality
  • 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
  • Flexible work arrangements
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
accounting processesgeneral ledger maintenancejournal entriesmonthly close coordinationbudget maintenancefinancial statement preparationreconciliationstax package preparationGAAPbookkeeping
Soft skills
project managementclient serviceattention to detailproblem solvinginterpersonal skillsorganizationverbal communicationwritten communicationtime managementteam player
Certifications
Bachelor's degreeCPA eligible