Managing Director, Client Accounting Services - family Office

Baker Tilly Managing Director

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

Responsibilities: 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 Managing Director! 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, Baker Tilly 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.

Qualifications

Bachelor's degree in Business, Accounting, or Finance

CPA and/or MBA preferred

Public Accounting experience a plus

Twelve (12) 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)

Strong background with fund, management company, and partnership accounting

Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook

Experience in QuickBooks On-line (QBO) and/or Sage Intacct

Strong project management and client service skills

Experience working with high-net-worth individuals

Tax experience/exposure preferred

The compensation range for this role is $215,950 to $467,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.