Family Office Accounting Coordinator

2 weeks ago

Redwood City California, United States Baker Tilly US, LLP Full time

Position Overview:


Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, delivering clients a true coast-to-coast and global advantage in key regions across the United States.

We also operate in many of the world’s foremost financial hubs – including New York, London, San Francisco, Los Angeles, Chicago, and Boston.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (collectively referred to as Baker Tilly) offer professional services through an alternative practice structure, adhering to the AICPA Code of Professional Conduct and relevant laws, regulations, and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm providing attest services to its clientele. Baker Tilly Advisory Group, LP and its subsidiary entities deliver tax and business advisory services. It is important to note that Baker Tilly Advisory Group, LP and its subsidiaries are not licensed CPA firms.


As independent members of Baker Tilly International, a global network of independent accounting and business advisory firms operating in 141 territories, we employ 43,000 professionals and generate a combined worldwide revenue of $5.2 billion.


We encourage you to discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for the opportunity you are considering.

Baker Tilly is an equal opportunity/affirmative action employer.

All qualified candidates 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.


Key Responsibilities:
Are you interested in becoming part of one of the fastest-growing consulting and accounting firms in the nation?

Would you like to join a highly dynamic team dedicated to delivering exceptional client service in the realms of accounting and advisory?


If so, consider joining Baker Tilly (BT) as a Family Office Accounting Coordinator. Our Family Office practice offers accounting and consulting services to ultra-high net worth individuals and family clients.

The services we provide encompass partnership accounting, financial reporting, cash management, bill payment, and advising on intricate intergenerational wealth strategies and best practices.


As one of the rapidly expanding firms in the country, BT offers you a promising career trajectory, flexibility in how and where you perform your work, and meaningful relationships with clients, colleagues, and leadership who genuinely care about your development.

You will thrive in this role if:

- You seek the opportunity to be part of a fast-growing family office practice where your dedication and creativity will be acknowledged.
- You excel when collaborating with a talented, down-to-earth team that values teamwork and enjoys working together.
- You appreciate being provided with the resources and support necessary to continuously enhance your technical skills and build your career for the future.

What You Will Do:
Collaborate closely with our Family Office practice, providing diverse administrative and daily operational support, including but not limited to:

- Organizing daily incoming mail by client and entity.
- Scanning daily incoming mail to the appropriate client inbox or team.
- Managing various Outlook mailboxes and addressing them as needed.
- Scanning bills and documents into the appropriate accounts.
- Performing in-office tasks for Family Office client teams, such as printing checks, compiling bill payment packets, coordinating the signing of checks, and sending payments to vendors.
- Preparing and tracking FedEx shipments and certified mail for Family Office client teams.
- Maintaining sensitive and confidential client documents securely.
- Filing various client documents and reports, including investment, bank, and brokerage statements.
- Creating check requests and sending them to the appropriate entities.
- Assisting with client-related hand deliveries as required.
- Restocking the Family Office department with mail supplies and check stock as necessary.
- Supporting the Family Office client teams with special projects as needed.
- Demonstrating a commitment to continuous growth, learning, and skill development through external and internal education, training, and cross-training opportunities to maximize personal contributions to organizational goals and ongoing career development.
- Utilizing your entrepreneurial skills to network and build strong relationships internally and externally with clients.
- Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, assisting associates in achieving their professional goals.
- Enjoying friendships, social activities, and team outings that promote a work-life balance.

Qualifications:

Successful candidates will possess:
- High School Diploma, Associate's Degree, or Bachelor's Degree.
- 0 to 3 years of administrative or office experience.
- Familiarity with Microsoft Office.
- Notary public certification preferred or willingness to obtain certification.
- High attention to detail, problem-solving skills, and intellectual curiosity.
- Adherence to the highest level of confidentiality.
- Ability to multitask and prioritize responsibilities effectively.
- Capability to perform a wide variety of tasks and adapt quickly as demands change.
- Dependability and a sense of urgency with meticulous attention to detail.
- Maintenance of the highest level of professionalism, integrity, and confidentiality.
- Understanding of professional services and client service.
- Strong interpersonal skills with an approachable and professional demeanor.
- Outstanding organizational skills.
- Excellent verbal and written communication skills.
- Ability to manage and respond to multiple client and department demands in a timely manner.
- Proficiency in prioritizing assignments and effectively managing time.
- Ability to thrive in a fast-paced and dynamic environment.
- Capability to be a team player while also working independently.

Additional Information:
The compensation range for this role is $19.00 to $37.00/hr.

Actual compensation is influenced by various factors including but not limited to skills, experience, qualifications, and geographic location.

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