Accounting Specialist-Client Accounting Services, Family Office

Baker Tilly US; Girlstown USA (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a dynamic and rapidly growing consulting firm as a Family Office Accounting Specialist! This role offers you the chance to work closely with ultra-high net worth individuals, providing essential accounting and advisory services. You'll engage in a variety of tasks, from accounts payable processing to financial reporting, all while being part of a supportive team that values your contributions and professional growth. With a commitment to excellence and a focus on client relationships, this position is perfect for someone eager to make an impact in a collaborative environment. Embrace the opportunity to develop your skills and advance your career in a thriving firm that prioritizes your success.

Benefits

Flexible Work Hours

Professional Development Opportunities

Team Outings

Health Insurance

Retirement Plan

Paid Time Off

Work-Life Balance

Networking Opportunities

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or related field required.
• 0 to 3 years of accounting, accounts payable or bookkeeping experience preferred.
• Strong interpersonal skills with an approachable and professional demeanor.

Responsibilities

• Process accounts payable and manage vendor relationships.
• Perform monthly reconciliations and assist with year-end reporting.
• Respond to client requests and inquiries effectively.

Skills

Accounting

Accounts Payable

Bookkeeping

Microsoft Office

QuickBooks

Attention to Detail

Problem Solving

Interpersonal Skills

Education

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

QuickBooks

Microsoft Office

Job description

Accounting Specialist-Client Accounting Services, Family Office page is loaded

Accounting Specialist-Client Accounting Services, Family Office

Apply locations USA TX Frisco USA TX Houston 11750 Katy Freeway USA TX Austin time type Full time posted on Posted 22 Days Ago job requisition id JR102320

Overview

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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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 US, LLP is a licensed independent CPA firm that provides attest services to its clients. 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 in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

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 focusedon providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as aFamily 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 careernow, 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

Qualifications

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

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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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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 US, LLP is a licensed independent CPA firm that provides attest services to its clients. 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 in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.