Associate, Family Office

Baker Tilly (US); Frisco (TX); On-site; USD 53,000 - 81,000; Full time

Job summary

Baker Tilly in Frisco, TX is hiring a Family Office Accounting Associate to support ultra-high net worth clients with accounting and advisory services. You will handle general ledger work, financial reporting, and intercompany reconciliations as part of a collaborative team.

You'll join a growing Family Office practice that emphasizes hands-on client service, strong technical skills, and a clear path for career development within a leading advisory and accounting firm.

Qualifications

• Bachelor's degree is required.
• CPA eligibility preferred.
• 1 year of progressive accounting or bookkeeping experience.
• Proficient in Microsoft Office; QuickBooks experience preferred.
• Strong GAAP knowledge and financial statement preparation.

Responsibilities

• Maintain general ledger and post journal entries in a timely manner.
• Coordinate monthly close and prepare financial statements.
• Assist with accounts payable and client bill payments.
• Reconcile bank, brokerage, and intercompany accounts.
• Prepare year-end 1099 reporting and tax package support.
• Respond to client inquiries and manage special projects.

Skills

CPA eligible

Project management

Client service

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

QuickBooks

Job description

Associate, Family OfficeWe use cookies to enable necessary site functionality, to provide the best possible user experience, and to tailor future communications. By using this website, you agree to the use of cookies as outlined in Baker Tilly's online Privacy Policy.### Associate, Family OfficeApply: USA TX Frisco: Full time: Posted Today: JR108990# **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. 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.*# **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 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 Associate!** 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: + 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**Successful candidates will have:*** Bachelor's degree required* CPA eligible preferred* 1 year 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.### The pay range for this position is $52,500 to $81,300. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.