Manager, Family Office - Accounting & Finance Services

Baker Tilly US; Frisco (TX); Hybrid; USD 95,000 - 129,160; Full time

Job summary

Baker Tilly is seeking a Family Office Manager within the Real Estate Managed Services practice to lead financial reporting for high-net-worth family offices. This role requires developing accounting policies, supervising staff, and ensuring timely statements for clients.

It involves interacting with clients and outside advisors, demanding strong communication and leadership skills. The ideal candidate will have a CPA preference, a bachelor’s degree, 5+ years of related experience, proficiency

Qualifications

• Bachelor’s degree or equivalent experience required; CPA preferred.
• Five or more years of related experience required.
• Experience with Excel, Word, Outlook required.
• Experience with QuickBooks Enterprise and QuickBooks Online, accounts payable/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 costs, benefits, risk and chances for success.

Responsibilities

• Work with clients to support accounting and reporting needs.
• Provide timely and accurate financial information for business decisions.
• Manage completeness and timeliness of client deliverables.
• Utilize technologies to add value to client experience.
• Assist in creation or expansion of accounting policies and procedures.
• Manage cash flow and high-volume AP processing.
• Coordinate with clients and team via virtual platforms.
• Review financial statements for inconsistencies and revenue opportunities.
• Coordinate annual audits and/or tax returns with outside CPA firms.
• Stay informed on business and market information to identify risks and opportunities.

Skills

Verbal & written communication

Team leadership

Autonomous decision making

Education

Bachelor’s degree or equivalent experience

CPA preferred

Tools

Excel

Word

Outlook

QuickBooks Enterprise

QuickBooks Online

Accounts payable

Accounts receivable

Payroll

General ledger accounting

Job description

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.

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. This 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

The pay rate range for this job position is $95,000 to $129,160. 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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