About this role
Job title: Manager, Client Accounting Services - Family Office
About the Role You will oversee and deliver best-in-class client accounting services, including the preparation of periodic financial reports, maintaining robust controls, and ensuring GAAP-compliant results. You’ll act as a trusted business advisor by delivering insights based on client needs and Baker Tilly’s expertise.
What You'll Do
- Oversee and provide exceptional service to clients including tax, accounting, and advisory services
- Manage production of monthly, quarterly, and annual financial reports and benchmarking
- Provide recommendations for business and process improvements
- Collaborate with other managers to ensure efficient workflows across offices and between audit and tax functions
- Coach, train, and mentor staff on client service, tax, and accounting matters
- Provide leadership by promoting teamwork, developing training and mentoring programs, and managing workflows
What We're Looking For
- Bachelor's degree required
- CPA and/or MBA preferred
- Public Accounting experience a plus
- 5+ years of progressively responsible experience in professional accounting functions
- Advanced knowledge of GAAP
- Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
- Experience with QuickBooks Online and/or Sage Intacct
Compensation & Benefits Salary: USD 67,000 - 159,920 per year. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.