Family Office Accounting Senior Associate

Baker Tilly; Frisco (TX); On-site; USD 50,000 - 119,000; Full time

Job summary

Baker Tilly is seeking a Family Office Accounting Senior Associate to provide accounting and advisory services to ultra-high net worth individuals and families. The role covers partnership accounting, financial reporting, cash management, and bill payment, with guidance on intergenerational wealth strategies.

The position offers growth opportunities, collaboration with a dynamic team, and a path for career advancement within a fast-growing national firm.

Qualifications

• Bachelor’s degree required
• CPA eligible preferred
• 3 years of progressive accounting experience
• 2 plus years of professional services experience preferred
• Proficient with Microsoft Office, particularly Excel, and QuickBooks
• Strong project management and client service skills
• Solid understanding and working knowledge of GAAP and financial statements
• High attention to detail, problem solver & intellectually curious
• Adhere to the highest level of confidentiality

Responsibilities

• Provide multiple clients with accounting and administrative services
• Maintain general ledger, post journal entries, coordinate monthly close
• Prepare monthly/quarterly financial statements with workpapers
• Review accounts payable function and GL
• Coordinate payroll with Family Office payroll team
• Manage and reconcile bank, brokerage and credit card accounts; oversee staff
• Perform balance sheet reconciliations and inter-company analyses
• Oversee year-end reporting and 1099 preparation
• Assist in quarterly and annual tax packages and supporting documents
• Respond to client requests and inquiries
• Manage client relationships and outside vendors as needed
• Handle special projects and entrepreneurial networking to build client relationships

Skills

Project management

Client service

Attention to detail

Education

Bachelor’s degree

CPA eligible

Tools

Microsoft Office

Excel

QuickBooks

Job description

Baker Tilly is seeking a Family Office Accounting Senior Associate to provide accounting and advisory services to ultra-high net worth individuals and families. The role covers partnership accounting, financial reporting, cash management, and bill payment, with guidance on intergenerational wealth strategies.

The position offers growth opportunities, collaboration with a dynamic team, and a path for career advancement within a fast-growing national firm.