Baker Tilly

Manager, Client Accounting Services - Family Office

Baker Tilly$67K — $159K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • CPA and/or MBA preferred
  • 5+ years of experience in professional accounting
  • Public accounting experience is a plus
  • Advanced knowledge of financial reporting and GAAP
  • Proficient in MS Office Suite
  • Experience with QuickBooks Online and/or Sage Intacct is required

Responsibilities

  • Oversee client tax, accounting, and advisory services
  • Produce and manage monthly and quarterly financial reports
  • Provide recommendations for business process improvements
  • Ensure efficient workflows between offices and functions
  • Coach and mentor staff on service and accounting matters
  • Promote teamwork and manage workflows effectively

Benefits

  • Comprehensive compensation package
  • Hybrid work model
  • Professional development opportunities
  • Access to industry experts and resources
  • Emphasis on teamwork and collaboration
Full Job Description
Job Description:
Responsibilities

This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the controller acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.

  • Oversee and provide exceptional service to clients including tax, accounting, and advisory services
  • Manage production of monthly, quarterly, and financial reports and benchmarking
  • Provide recommendations for business and process improvements
  • Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
  • Coach, train, and mentor staff on client service, tax, and accounting matters
  • Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows


Qualifications
  • Bachelor's degree required
  • CPA and/or MBA preferred
  • Public Accounting experience a plus
  • 5 (five) plus years of progressively responsible experience in professional accounting functions
  • Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
  • Excellent understanding of Generally Accepted Accounting Principles (GAAP)
  • Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
  • Experience in QuickBooks On-line (QBO) and/or Sage Intacct is required


The pay rate range for this job position is $67,000 to $159,920. 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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