Family Office Financial Manager

2 weeks ago

Madison, Wisconsin, United States Baker Tilly US, LLP Full time
Position Overview

Baker Tilly US, LLP is a prominent advisory CPA firm, offering clients a distinct advantage across major U.S. regions and leading global financial hubs. As an independent member of Baker Tilly International, we are part of a vast network of accounting and business advisory firms operating in 145 territories, with a collective workforce of 41,000 professionals and a total revenue of $4.7 billion.

We are committed to equal opportunity employment and welcome all qualified candidates without regard to race, color, religion, sex, national origin, disability, or any other legally protected status.

Key Responsibilities

Are you looking to be part of a rapidly expanding consulting and accounting firm?

Would you thrive in a dynamic environment focused on delivering exceptional client service in accounting and advisory?

If so, consider joining Baker Tilly as a Family Office Financial Manager. Our Family Office division provides comprehensive accounting and consulting services to ultra-high net worth individuals and family clients. Our offerings include partnership accounting, financial reporting, cash management, and bill payment, as well as guidance on complex intergenerational wealth strategies and best practices.

As one of the fastest-growing firms in the industry, Baker Tilly offers you a clear career path, flexibility in your work arrangements, and the opportunity to build meaningful relationships with clients, colleagues, and leadership who genuinely care about your professional growth.

You will find this role fulfilling if:
  • You seek to be part of a thriving family office practice where your dedication and innovation are recognized.
  • You excel in a collaborative, talented team environment that values teamwork and camaraderie.
  • You appreciate having the resources and support necessary to enhance your technical skills and advance your career.
What You Will Be Responsible For:
  • Collaborating with multiple clients to provide a range of accounting and administrative services, including but not limited to:
    • Overseeing full accounting processes, such as maintaining and reviewing the general ledger, timely journal entries, coordinating monthly closings, managing budgets, and preparing financial statements with supporting documentation.
    • Supervising and reviewing accounts payable functions.
    • Mentoring Family Office staff, including General Ledger and Senior Accountants.
    • Coordinating payroll with clients and the Family Office payroll team.
    • Managing and reviewing various bank, brokerage, and credit card reconciliations.
    • Conducting reconciliations and analyses for balance sheet accounts, including inter-company accounts.
    • Preparing annual K-1 reconciliations.
    • Assisting in the preparation and review of quarterly and annual tax packages and related documents.
    • Responding to client inquiries and requests.
    • Managing day-to-day client relationships.
    • Handling special projects as required.
  • Demonstrating a commitment to continuous growth and skill development through education, training, and cross-training opportunities.
  • Utilizing your networking skills to build strong relationships both internally and externally.
  • Supporting the development of team members through mentorship and guidance.
  • Participating in social activities and team events that promote a healthy work-life balance.
Qualifications

Ideal candidates will possess:
  • A Bachelor's degree in Business, Accounting, Finance, or a related field.
  • CPA eligibility is preferred.
  • Six to nine years of progressive accounting or bookkeeping experience.
  • Three or more years of experience in professional services is preferred.
  • Three or more years of supervisory experience.
  • Strong team management skills, including the ability to lead and coach staff.
  • Ability to cultivate strong personal relationships within the firm and the broader business community.
  • Proficiency in Microsoft Office, particularly Excel, and QuickBooks.
  • Strong project management and client service capabilities.
  • A solid understanding of GAAP and financial statements.
  • High attention to detail, problem-solving skills, and intellectual curiosity.
  • A commitment to maintaining confidentiality at all times.

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