Overview

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. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Baker Tilly is currently seeking Family Office Associates.

This position is responsible for being a point of contact with clients to ensure their core accounting processes are working smoothly and are completed both timely and accurately. This core includes booking journal entries, preparing reports, overseeing payroll, and managing a client’s data to ensure completeness and accuracy.  Additionally, Family Office Associates also proactively monitoring a client’s financial situation to manage cash, support capital calls, and provide research and analysis of trends to identify action items and support major projects being conducted by our clients.

Qualifications:
 

Required Qualifications:

• Must be legally authorized to work in the United States on a full-time basis upon hire; Baker Tilly will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT)

• Must have a bachelor’s degree, with preference for Business or Accounting majors

• Experience with Excel, Word, Outlook

• Ability to commute as needed throughout the region; to include Baker Tilly’s offices

• Ability to travel to client locations, including overnight stays, with travel expectations varying by department and office locations

• Seasonal flexibility to work overtime or additional hours, including evenings and weekends, as needed

Preferred Qualifications:

• Coursework in technology-related fields highly desirable

• Reside within a commutable distance to a Baker Tilly office and be willing to work on-site on a regular basis

• Experience with Bill.com and QuickBooks preferred

• Understanding of payroll a plus

• Excellent customer service skills: Ability to understand own and others' emotions to achieve desired goals

• Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment

• Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in a professional setting

• Work effectively both as part of a team and independently 

• Highly motivated and embrace challenges as an opportunity to grow

• Quickly adapt to a changing work environment, including the use of software, systems, and technology 

• Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects

• Ability to demonstrate depth of knowledge and skill in technical area(s)

• Must have a current, accepted offer with Baker Tilly (formerly Moss Adams)

The compensation range for this role is $70,000 to $80,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.