Manager, Family Office

Baker Tilly Advisory Group, LP; Frisco (TX); On-site; USD 78,000 - 129,000; Full time

Job summary

Baker Tilly is seeking a Family Office Manager within the Real Estate Managed Services practice. This role leads financial reporting for family office clients, developing accounting policies and ensuring timely statements.

The manager supervises staff and coordinates with clients and outside advisors, requiring strong interpersonal communication and leadership. Key duties include general ledger, cash management, audits, and tax coordination, with emphasis on accuracy and timely deliverables

Qualifications

• Bachelor's degree or equivalent experience required.
• Five (5) plus years of related experience required.
• CPA preferred.
• Experience with Excel, Word, Outlook required.
• Experience with QuickBooks Enterprise & QuickBooks Online.
• Accounts payable/receivable, payroll and general ledger accounting experience.
• Excellent verbal and written communication skills.
• Ability to direct, develop, and coach team members.

Responsibilities

• Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions
• Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
• Manage completeness and timeliness of client deliverables
• Utilize various technologies to add value to the client experience
• Assist in the creation or expansion of accounting policies and procedures
• Manage cash and ensure the accurate and timely processing of bill pay transactions - high volume of AP review
• Interface with clients and coordinate with team through virtual processes and platforms
• Perform overview of financial statements for inconsistencies and opportunities of increased revenue generation or cost savings
• Periodically prepare and/or review account reconciliations
• Review journal entries prepared by team members
• Coordinate annual audit and/or tax return with outside CPA firm
• Facilitate updates needed to the general ledger and other data requirements
• Collaborates with Partner to support overall department goals and objectives
• Advise staff regarding the handling of non-routine reporting transactions
• Develop technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches
• Stay abreast of business, industry, and market information that may reveal business opportunities or risks

Education

Bachelor's degree or equivalent experience

CPA preferred

Tools

QuickBooks Enterprise

QuickBooks Online

Accounts payable

Accounts receivable

Payroll

Employee benefits

General ledger accounting

Excel

Word

Outlook

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.

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 Family Office is a sub department of our Real Estate Managed Services practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals. The Family Office Manager is responsible for all areas relating to financial reporting within the family office. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office clients. The Manager supervises family office staff and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner. This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, and the support of other family office tasks. This role will have contact with clients and outside advisors which requires strong interpersonal communication skills both written and verbal.

Responsibilities

• Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions
• Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
• Manage completeness and timeliness of client deliverables
• Utilize various technologies to add value to the client experience
• Assist in the creation or expansion of accounting policies and procedures
• Manage cash and ensure the accurate and timely processing of bill pay transactions - high volume of AP review
• Interface with clients and coordinate with team through virtual processes and platforms
• Perform overview of financial statements for inconsistencies and opportunities of increased revenue generation or cost savings
• Periodically prepare and/or review account reconciliations
• Review journal entries prepared by team members
• Coordinate annual audit and/or tax return with outside CPA firm
• Facilitate updates needed to the general ledger and other data requirements
• Collaborates with Partner to support overall department goals and objectives
• Advise staff regarding the handling of non-routine reporting transactions
• Develop technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches
• Stay abreast of business, industry, and market information that may reveal business opportunities or risks

Qualifications

• Bachelor's degree or equivalent experience required; CPA Preferred
• Five (5) plus years of related experience required
• Experience with Excel, Word, Outlook required
• Experience with QuickBooks Enterprise, QuickBooks Online, accounts payable, accounts receivable, payroll, employee benefits, and general ledger accounting
• Individual income tax experience a plus
• Excellent verbal and written communication skills
• Ability to direct, develop, and coach team members
• Experience in autonomous decision making weighing the costs, benefits, risk and chances for success

Salary

The pay range for this position is $78,200 to $129,200. 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.

Benefits

Baker Tilly offers a compensation and benefits package to eligible employees.

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.