Onsite Senior Associate, Client Accounting Services – Family Office

Posted 6 days ago

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About the role

  • Senior Associate providing accounting and advisory services to clients at Baker Tilly. Responsible for financial reporting, budget maintenance, and managing client communications.

Responsibilities

  • Responsible for providing clients with a variety of accounting and administrative services
  • Maintain the general ledger and coordinate monthly close
  • Prepare monthly/quarterly financial statements and related workpapers
  • Review accounts payable and payroll coordination
  • Manage bank, brokerage, and credit card accounts
  • Perform reconciliations and analysis for balance sheet accounts
  • Oversee year-end reporting and preparation of 1099s
  • Assist in preparation of tax packages and supporting documents
  • Respond to client requests and manage client relationships
  • Handle special projects as needed

Requirements

  • Bachelor's degree in Business, Accounting, or Finance
  • CPA eligible preferred
  • 4 to 7 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

Benefits

  • Upward career trajectory
  • Flexibility in work arrangements
  • Meaningful relationships with clients and teammates

Job title

Senior Associate, Client Accounting Services – Family Office

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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