Family Office Accounting Associate — Growth & Client Impact

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

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.