Accounting Manager, Family Office

4 days ago

Paradise Valley, Arizona, United States Baker Tilly US, LLP Full time

About Baker Tilly US, LLP

Baker Tilly US, LLP is a leading advisory CPA 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. As an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion, we offer a unique opportunity to be part of a dynamic and growing organization.

Our Family Office Practice

Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. We offer a range of services, including partnership accounting, financial reporting, cash management, and bill payment, as well as advising on complex intergenerational wealth strategies and best practices.

What You Will Do

  • Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
    • Responsibility for the oversight of full accounting processes, i.e. maintaining/reviewing 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
    • Supervising and reviewing the accounts payable function
    • Supervising and mentoring
    • Payroll coordination with clients and the Family Office payroll team
    • Managing and reviewing numerous bank, brokerage, and credit card reconciliations
    • Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
    • Preparing annual K-1 reconciliations
    • Assisting in preparation and review of quarterly and annual tax packages and supporting documents
    • Responding to client requests and inquiries
    • Managing client relationships on a day-to-day basis
    • 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

Qualifications

  • Bachelor's degree in Business, Accounting, Finance or related degree
  • CPA eligible preferred
  • Six (6) to nine (9) years of progressive accounting/bookkeeping experience
  • Three (3) plus years of professional services experience preferred
  • Three (3) plus years of supervisory experience
  • Team management skills including ability to lead, direct and coach staff
  • Ability to build & cultivate strong personal relationships with peers within the firm and the business community
  • Proficient with Microsoft Office, particularly Excel, and QuickBooks
  • Strong project management and client service skills
  • Solid understanding and working knowledge of GAAP and financial statements
  • High attention to detail, problem solver & intellectually curious
  • Adhere to the highest level of confidentiality

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