Private Wealth Bookkeeper - Client-Focused & Tech-Savvy

Baker Tilly US; Uniondale (NY); On-site; USD 3,306,000 - 5,476,000; Full time

Job summary

Baker Tilly US, Uniondale, NY, seeks an Accounting Specialist to work with high net worth individuals within our Private Wealth Tax Practice. You will manage time and priorities to meet deadlines with high quality, accuracy and timeliness.

The role requires 0–3 years of accounting experience, an Associate's degree (Bachelor's preferred), and a strong client-service mindset. Proficient in QuickBooks and MS Office; occasional overtime may be required.

Qualifications

• Associate's degree required; Bachelor's degree in accounting preferred; Experience in lieu of a degree may be accepted.
• 0 to 3 years of experience in bookkeeping or accounting.
• Strong desire to provide exceptional client service with professional demeanor and confidentiality.
• Attention to detail and ability to follow directions and procedures.
• Strong organization and time management skills in a deadline-driven multi-client environment.
• Demonstrated teamwork, communication, relationship-building and problem-solving skills.
• Ability to learn new technology and processes quickly.
• Willingness to work independently with clients and occasional overtime as needed.
• Knowledge of accounting, payroll principles and data classification.

Responsibilities

• Provide best-in-class service through client communications, onboarding and delivery.
• Communicate with team, clients and third-party client advisors.
• Help clients navigate various client platforms.
• Support team in delivering client work on time and with quality.
• Maintain proactive communication on work status and ask clarifying questions when needed.
• Build and maintain relationships with clients and internal teams.
• Assist with client data gathering and reviewing information needed.
• Identify and communicate roadblocks and inefficiencies promptly.
• Apply learning from one engagement to the next.
• Stay current with applicable technology platforms and obtain certifications as directed.

Skills

Client service

Attention to detail

Time management

Communication

Team collaboration

Multi-tasking

Adaptability

Learning new technology

Education

Associate's degree in accounting

Bachelor's degree in accounting

Tools

QuickBooks

MS Office Suite

Job description

Baker Tilly US, Uniondale, NY, seeks an Accounting Specialist to work with high net worth individuals within our Private Wealth Tax Practice. You will manage time and priorities to meet deadlines with high quality, accuracy and timeliness.

The role requires 0–3 years of accounting experience, an Associate's degree (Bachelor's preferred), and a strong client-service mindset. Proficient in QuickBooks and MS Office; occasional overtime may be required.