Senior Associate, Client Accounting Services - Family Office

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

Job summary

Baker Tilly US is seeking a Family Office Accounting Senior Associate in Frisco, TX. You will deliver comprehensive accounting and advisory services to ultra‑high-net‑worth clients, handling ledgers, reporting, cash management, and intercompany reconciliations.

The role offers upward career trajectory within a fast‑growing family office practice, with cross‑functional collaboration across account teams and leadership who value development and client service. CPA eligibility is preferred.

Qualifications

• Bachelor's degree required.
• CPA eligible preferred.
• 3 years of progressive accounting experience.
• 2+ years of professional services experience preferred.
• Proficient with Microsoft Office and QuickBooks.
• Strong project management and client service skills.
• Solid understanding of GAAP and financial statements.

Responsibilities

• Provide multiple clients with a range of accounting and administrative services.
• Manage full accounting processes: GL, journal entries, monthly close, budgets, and financial statements.
• Review accounts payable and GL accounting functions.
• Coordinate payroll with clients and Family Office payroll team.
• Manage and reconcile bank, brokerage, and credit card accounts; oversee staff.
• Oversee year-end reporting and 1099 preparation.
• Assist in quarterly and annual tax packages and supporting documents.

Skills

GAAP knowledge

Microsoft Office

Excel

Client service

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

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.

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. 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

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Senior Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You Will Enjoy This Role If

• You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded
• You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
• You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What You Will Do

• Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:
• Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers
• Reviewing the accounts payable function and GL accountants
• Payroll coordination with clients and the Family Office payroll team
• Managing and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing work
• Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
• Oversee the year-end reporting and preparation of 1099s
• Assisting in preparation of quarterly and annual tax packages and supporting documents
• Responding to client requests and inquiries
• Involvement managing some client relationships and outside vendors as needed
• Handling special projects as needed.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful Candidates Will Have

• 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

The pay range for this position is $49,500 to $118,990. 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. Baker Tilly offers a compensation and benefits package to eligible employees.