Manager, Client Accounting Services - Family Office

Baker Tilly Advisory Group, LP; Oak Brook (IL); Hybrid; USD 67,000 - 160,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a Controller to manage client accounting operations, prepare periodic financial reports, maintain controls, and ensure GAAP-compliant results; the role also acts as a business advisor by delivering analysis and insights based on business trends and firm capabilities.

You will oversee monthly and quarterly reporting, drive process improvements, and mentor staff while collaborating with audit and tax functions across offices.

Qualifications

• Bachelor’s degree is required.
• CPA and/or MBA preferred.
• 5+ years of progressively responsible accounting experience.
• Advanced knowledge of accounting principles and GAAP.
• Proficiency in MS Office applications.
• Experience with QuickBooks Online or Sage Intacct.

Responsibilities

• Provide best-in-class service and financial expertise to client companies.
• Oversee accounting operations and prepare periodic financial reports.
• Maintain controls to mitigate risk and ensure GAAP compliance.
• Act as a business advisor through analysis and insights on business trends.
• Oversee monthly, quarterly, and financial reporting and benchmarking.
• Provide recommendations for business and process improvements.
• Coordinate workflows between offices and audit and tax functions.
• Coach, train, and mentor staff on client service, tax, and accounting matters.

Skills

Public accounting experience

GAAP knowledge

Financial reporting

Education

Bachelor’s degree

CPA

MBA

Tools

MS Office

QuickBooks Online

Sage Intacct

Job description

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. 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.

Job Description: Responsibilities

• This position is responsible for providing our client companies best-in-class service and financial expertise.
• This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
• Additionally, the controller acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
• Oversee and provide exceptional service to clients including tax, accounting, and advisory services.
• Manage production of monthly, quarterly, and financial reports and benchmarking.
• Provide recommendations for business and process improvements.
• Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions.
• Coach, train, and mentor staff on client service, tax, and accounting matters.
• Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows.

Qualifications

• Bachelor’s degree required
• CPA and/or MBA preferred
• Public Accounting experience a plus 5 (five) plus years of progressively responsible experience in professional accounting functions
• Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
• Excellent understanding of Generally Accepted Accounting Principles (GAAP)
• Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
• Experience in QuickBooks On-line (QBO) and/or Sage Intacct is required

The pay rate range for this job position is $67,000 to $159,920. 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.

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