Baker Tilly US · 3 hours ago
Associate, Client Accounting Services - Family Office
Frisco, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expBaker Tilly is a leading advisory, tax and assurance firm providing a wide range of professional services. They are seeking a Family Office Accounting Associate to deliver accounting and consulting services to ultra-high net worth individuals and family clients, including financial reporting, cash management, and advising on complex wealth strategies.
Accounting
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
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 US
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.
10001+ employees
H1B Sponsorship
Baker Tilly US 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 (4)
2024 (21)
2023 (23)
2022 (26)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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