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Baker Tilly · 3 weeks ago

Associate, Private Equity Fund Services

Madison, WI

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Associate in the Private Equity Fund Services team will support accounting and finance operations by recording journal entries, preparing financial statements, and coordinating client communications.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Records daily journal entries and reviews cash reporting

Helps prepare quarterly and annual reporting packages for management approval

Helps prepare quarterly and annual financial statements for management approval

Prepares capital calls and distributions for management approval

Coordinates the delivery of capital call and distributions notices to clients and the investors

Prepares and reviews correspondence with client investors to address inquires as needed

Manages client investor portals

Coordinates and completes special projects as directed by management

Performs other duties as assigned

Qualification

BBA/BS in AccountingCPA licenseInvestran knowledgeEagerness to learnMultitaskCommunication skillsTime managementProblem-solving skillsOrganizational skillsAttention to detailTeamworkWork ethic

Required

BBA/BS in Accounting or related field required

0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)

Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required

Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients

Strong organizational skills with excellent attention to detail

Requires ability to work both in team environment and independently

Eagerness to learn and strong work ethic

Must be able to work in a fast-paced environment and handle multiple priorities and deadlines

Preferred

CPA license (or in process)

Knowledge of Investran or other partnership accounting software

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

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Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)