Summer 2027 Family Office Associate - Anchin Conversions

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 81,000 - 106,000; Full time

Benefits offered by this job

My Time Off

My Development

Dress for Your Day!

Job summary

Baker Tilly Advisory Group, LP in New York City is seeking an Associate to deliver audit and other assurance services to our clients. You will join a fast-growing national firm offering upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership.

You will be part of an engaged engagement team, progressing through hands-on coaching and firm-wide learning.

Qualifications

• Bachelor’s or master's degree in accounting or a related degree in business, with sufficient course work and credits to sit for the CPA exam in the state you are being considered
• Outstanding academic performance required, with a preferred GPA of 3.0 or above
• Relevant internship, work experience and/or involvement with a professional organization
• The ability to work effectively in a team environment with all levels of client personnel
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Organizational and analytical skills, initiative, adaptability
• Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
• Eligibility to work in the U.S. without sponsorship
• Must have a current offer with Baker Tilly (formerly Anchin)

Responsibilities

• Be a trusted member of the engagement team providing various assurance and consulting services
• Proactively engage with clients throughout the year to gather needed information to complete testing and respond to questions raised
• Perform substantive testing on client’s balance sheets and income statements
• Test for deficiencies of internal controls and discussing recommendations for improvement
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Build friendships and strong work relationships while gaining valuable experience

Skills

Teamwork

Communication

Interpersonal skills

Relationship building

Problem solving

Time management

Analytical skills

Adaptability

Initiative

Education

Accounting degree

Tools

Microsoft Office

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 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.

Job Description

Responsibilities: Are you looking for an accounting role to launch your career? Do you want to work with privately held and publicly traded companies that occupy all stages of development? As an Associate at Baker Tilly (BT), you will be a value architect delivering audit and other assurance services to clients. As one of the fastest growing firms in the nation, BT offers 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.

Responsibilities

You will enjoy this role if you:

• Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• Want to work for a leading CPA advisory firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
• Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!)
• Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow

You will have the opportunity to:

• Be a trusted member of the engagement team providing various assurance and consulting services:
• Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised
• Perform substantive testing on client’s balance sheets and income statements
• Test for deficiencies of internal controls and discussing recommendations for improvement
• Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Build friendships and strong work relationships while gaining valuable experience

Qualifications

Qualifications:

• Bachelor’s or master's degree in accounting or a related degree in business, with sufficient course work and credits to sit for the CPA exam in the state you are being considered
• Outstanding academic performance required, with a preferred GPA of 3.0 or above
• Relevant internship, work experience and/or involvement with a professional organization
• The ability to work effectively in a team environment with all levels of client personnel
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Organizational and analytical skills, initiative, adaptability
• Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
• Eligibility to work in the U.S. without sponsorship
• Must have a current offer with Baker Tilly (formerly Anchin)

Additional Information

The pay rate ranges for this job position are listed below. 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.

In New York, NY: pay rate range is $80,600 to $105,800

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.