Accounting Specialist - client Accounting Services, Family Office

Family Office Accounting Specialist

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Specialist! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

• You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded
• You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
• You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:

• Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
• Accounts payable processing
• Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices
• Responding to client requests and inquiries
• Managing vendor relationships, requests, and payments
• Monitoring accounts to ensure payments are up to date
• Performing monthly reconciliations of client credit cards and providing reports as needed
• Providing accurate documentation in accordance with records retention policies and procedures
• Assisting with year-end reporting of 1099s
• Managing charitable contribution letters for annual tax packages
• 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

Successful candidates will have:

• Bachelor's degree in Business, Accounting, Finance, or related field
• CPA eligible preferred
• 0 to 3 years of accounting, accounts payable or bookkeeping experience
• Familiar with Microsoft Office; QuickBooks experience preferred
• High attention to detail, problem solver & intellectually curious
• Adhere to the highest level of confidentiality
• An understanding of professional services and client service
• Strong interpersonal skills with an approachable and professional demeanor