Bookkeeping Specialist - Private Wealth

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 33,000 - 54,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an Accounting Specialist to work primarily with high net worth individuals within our Private Wealth Tax Practice. The role requires strong time management, accuracy, and client-service focus to meet deadlines with quality and timeliness.

Responsibilities include client onboarding, data gathering, platform navigation and proactive communication with clients and team.

Qualifications

• Associate's degree required; Bachelor's degree in accounting preferred; Experience in lieu of a degree may be accepted.
• 0 to 3 years of experience in bookkeeping or accounting.
• Strong desire to provide exceptional client service, professional demeanor and ability to handle confidential matters.
• Keen sense of accuracy and attention to detail; follow directions and procedures.
• Strong organization and time management skills; deadline driven environment serving multiple clients.
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Strong adaptability and multi-tasking skills.
• Ability to learn new technology and processes quickly.
• Ability to work independently with clients.

Responsibilities

• Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
• Communication with team, clients and third-party client advisors
• Work with clients to help them navigate various client platforms
• Support team where needed in accomplishing client deliverables
• Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin
• Meet client service expectations through adhering to quality and timely client deliverables
• Begin to establish and build team and client relationships and facilitate and maintain positive and proactive communications
• Assist with client data gathering by reviewing client data and information needed
• Promptly communicate roadblocks and inefficiencies as they arise
• Apply learning from one client engagement to the next
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
• Other duties and special projects as assigned

Skills

Client service

Time management

Attention to detail

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Multitasking

Adaptability

Education

Associate's degree

Bachelor's degree in accounting

Tools

QuickBooks

MS Office Suite

Job description

OverviewBaker 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:

The main responsibility of the Accounting Specialist will be to work primarily with high net worth individuals within our Private Wealth Tax Practice and is expected to be able to manage their time and priorities in order to meet deadlines with a high level of quality, accuracy, and timeliness.

Responsibilities

• Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
• Communication with team, clients and third-party client advisors
• Work with clients to help them navigate various client platforms
• Support team where needed in accomplishing client deliverables
• Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin
• Meet client service expectations through adhering to quality and timely client deliverables
• Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Assist with client data gathering by reviewing client data and information needed
• Promptly communicate roadblocks and inefficiencies as they arise
• Apply learning from one client engagement to the next
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
• Other duties and special projects as assigned

Qualifications

• Associate's degree required, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
• 0 to 3 years of experience in bookkeeping or accounting.
• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
• Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong adaptability and multi-tasking skills
• Ability to learn new technology and processes quickly
• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
• A desire to work independently with clients
• Ability to work limited overtime as needed
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
• Experience in QuickBooks preferred
• Experience and knowledge working within MS Office Suite

The pay rate ranges for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Uniondale, NY: the pay range is $24.00 to $37.75

In New York, NY: the pay range is $30.00 to $39.50#LI-CJ1