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Baker Tilly · 3 months ago

Associate, Client Accounting Services - Family Office

USA TX Austin

Full-time

Onsite

Entry, Mid Level

2+ years exp

Baker Tilly is a leading advisory, tax and assurance firm that provides professional services through an alternative practice structure. They are seeking a Family Office Accounting Associate to provide accounting and consulting services to ultra-high net worth individuals and family clients, including maintaining general ledgers, financial reporting, and managing client inquiries.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Assisting team members with 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

Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices

Supervising and reviewing the accounts payable function and Family Office staff members

Managing and reconciling numerous bank, brokerage, and credit card accounts

Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts

Preparing year-end reporting of 1099s

Assisting in preparation of quarterly and annual tax packages and supporting documents

Responding to client requests and inquiries

Handling special projects as needed

Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients

Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualification

AccountingFinancial ReportingGAAPQuickBooksProject ManagementClient ServiceInterpersonal SkillsCommunication SkillsAttention to DetailProblem Solving

Required

Bachelor's degree in Business, Accounting, Finance or related degree

2 to 5 years of progressive accounting/bookkeeping experience

Proficient with Microsoft Office

Strong project management and client service skills

Familiar with GAAP and financial statements

High attention to detail, problem solver & intellectually curious

Adhere to the highest level of confidentiality

A diverse accounting background

An understanding of professional services and client service

Strong interpersonal skills with an approachable and professional demeanor

Outstanding organization skills

Excellent verbal and written communication skills

The ability to handle and respond to multiple client and department demands in a timely manner

The ability to prioritize assignments and effectively manage their time

The ability to thrive in a fast paced and dynamic environment

The ability to be a team player but be able to work independently

Preferred

CPA eligible preferred

QuickBooks experience preferred

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)