Manager, Client Accounting Services - Family Office
$67k - $159.92kBaker Tilly US
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 This position is responsible for providing our client companies best-in‑class service and financial expertise. This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the controller acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. Responsibilities Oversee and provide exceptional service to clients including tax, accounting, and advisory services Manage production of monthly, quarterly, and financial reports and benchmarking Provide recommendations for business and process improvements Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions Coach, train, and mentor staff on client service, tax, and accounting matters Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications Bachelor's degree required CPA and/or MBA preferred Public Accounting experience a plus 5 (five) plus years of progressively responsible experience in professional accounting functions Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records Excellent understanding of Generally Accepted Accounting Principles (GAAP) Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook Experience in QuickBooks On-line (QBO) and/or Sage Intacct is required The pay rate range for this job position is $67,000 to $159,920. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. #J-18808-Ljbffr Baker Tilly US
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within... ...-worth individuals, their families, family offices, C-Suite executives,... ...insurance planning.A Tax Manager, Private Client Services is... ...degree, required; major in Accounting, Finance, Economics, or Statistics...Work at officePrivate practice$110k - $180k
...is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin,... ...flexibility in terms of office location, as EisnerAmper... ...largest and fastest growing accounting and advisory firms in... ...individuals and their families, with a particular emphasis...Work at officeTemporary workPrivate practiceLocal area- Family Office Accounting Manager (Accounting firm) A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Family Office Accounting Manager . This role offers the opportunity...Work at officeFlexible hours
$118.52k - $164.53k
...what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration with and in... ..., Dallas, Houston, or Minneapolis office and offers a hybrid work schedule.ResponsibilitiesConnects... ...metrics to ensure the team is meeting service level requirements, analyzes service...Work at officeRemote workRelocationVisa sponsorshipRelocation package$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within... ...‑worth individuals, their families, family offices, C‑Suite executives,... ...insurance planning. A Tax Manager in Private Client Services... ...degree, required; major in Accounting, Finance, Economics, or Statistics...Work at officePrivate practice$166k - $280k
...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...with clients to manage expectations, ensure... ...experience with an accounting firm, including at least...Work at officeFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$125k - $228k
...20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international... ...industries, Aprio ensures clients are prepared for wherever life... ...firm looking for a Senior Tax Manager, Private Client Services/HNWI to join their dynamic...Work at officeFull timeWork experience placementLocal areaRemote workFlexible hours$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...‑net‑worth individuals, families, family offices, C‑Suite executives, athletes... .... Job Summary A Tax Managing Director, Private Client Services... ...degree required; major in Accounting, Finance, Economics, or...Work at office- Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex... ...projects and provide exceptional client service to ultra-high-net-worth clients. Required... ...environment for candidates located near a Crowe office, allowing you to balance your career...Work at office
- Experiential Manager (Luxury Automotive Client) (Driving Experience Program) Join to apply... ..., writing, and client service skills Excellent organizational... ...with Microsoft Office Suite Willingness to work... ...Care FSA options. Generous Family and Parental Leave Policy...Work at officeFull timePart timeWeekend work
$154k - $219k
...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...!The RoleSenior Managers in our Private... ...of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...work experience in an accounting firm, with at least...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$124.36k - $146.3k
...ICG Relationship Manager (RM) for our newly... ...formed Integrated Client Sales alternative... ...trusted financial services partner and primary... ...needs and day-to-day account management to... ...schedule with an in-office expectation of 3 or... ...help you and your family boost your health,...Work at officeFull timeWork experience placementLocal areaRemote workFlexible hours3 days per week$137.4k - $240.4k
...innovative financial services and guidance to... ...successful individuals, families, and institutions... ...sophisticated clients using leading... ...market development officer (sales representative... ...trust and investment management solutions.*... ...checking, or savings account services by contacting...Work at officeLocal areaFlexible hours$217.58k - $281.49k
...issues for a variety of clients. You’ll collaborate... ...our Tax Solution Families on identifying risk management issues. From day... ...provide excellent client service, and help you... ...at a major public accounting or law firm, with a... ...at a National Tax Office and/or IRS National...Work at officeInternshipSeasonal workLocal areaFlexible hours3 days per week- An accounting firm in Chicago is seeking a Family Office Accounting Manager to lead a team in daily processing, investment activity recording, and financial reporting for high net worth individuals. The ideal candidate will have a CPA license and at least 8 years of accounting...Work at officeFlexible hours
- A recruitment agency seeks an experienced Accounting Manager to oversee the financial operations of a family's wealth. This remote role involves managing daily accounting functions, supervising a small team of accountants, ensuring tax compliance, and overseeing investment...Work at officeRemote job
- ...the Corporate Tax Manager, you'll be a member... ...Tax Solutions Family and work on business... ...ASC 740 income tax accounting (either tax provision... ...with the client, and you will help... ...clients for your service line - all with the... ...Washington National Tax Office (WNTO), to support...Work at office
$81.4k - $151.8k
...:320 S Canal StreetJob Family Group:Customer Shared ServicesCommercial... ...requirement: 3-4x in office, per week (subject to... ...of high risk borrowing accounts by applying expertise... ...’s loss exposure and manage risks. Advises internal... ...and advice to sales & service employees to increase...Work at officeFull timeContract workPart timeBank staffLocal area- ...for providing customer service and overall service of... ...policies within Private Client Services. Supports Producer... ...and identifies account rounding opportunities.... ...RESPONSIBILITIESFoster and manage overall relationship with... ...in Microsoft Office SuiteKnowledge of a wide...Work at officeImmediate start
- ...ICG Relationship Manager At U.S. Bank, we... ...formed Integrated Client Sales alternative... ...trusted financial services partner and primary... ...needs and day-to-day account management to... ...schedule with an in-office expectation of 3 or... ...help you and your family boost your health,...Work at officeTemporary workWork experience placementRemote workFlexible hours3 days per week
$132k - $165k
...treasury and risk management solutions for the... ...seek a Manager, Client Support who shares... ...flawless service with innovative SaaS... ...where curiosity, accountability, and client-first... ...of the team. In-office collaboration for... ...healthcare, retirement, family forming, and...Work at officeFull timeLocal area$126.1k - $253k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...education, risk management, privacy/data security... ...Bachelor’s degree in accounting or business-related fieldCPA...Work at officeFull timeWork experience placementInternshipLocal area$95.4k - $180.4k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...education, risk management, privacy/data security... ...Bachelor’s degree in accounting or business-related field...Work at officeFull timeWork experience placementInternshipLocal area$110k - $180k
...largest and fastest growing accounting and advisory firms in... ...the flexibility to manage your days in support... ...a team, foster strong client relationships, prospect... ...exceptional client service and tax expertise. Responsible... ...individuals and their families, with a particular...Local area- About the job Valuation Manager (Accounting firm) A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to... ...purposes. Must be able to go into the office 2-3 days a week. Comprehensive...Work at office2 days per week3 days per week
$229k - $343k
...relationships with friends, family, and the world, and Specs... ..., and other digital services.We’re looking for a Manager, Client Partner to join Snap Inc!... ...of the performance of top accounts at Snap and a point of view... ...members to work in an office 4+ days per week. At Snap...Work at officeFull timeLive inLocal area$121.32k - $174.3k
...full suite of the client’s activities. The... ...partners and the client services team alike. This... ...Directors, Managers, and Analysts, and... ...programmatic teams to account for all relevant inputs... ...in Microsoft Office solutions Strong... ...well as parental and family care leave, family...Work at officeTemporary workFreelanceFlexible hours- ...the ordinary, please apply… Job Details Manager, Client Service (Brand) Location(s): (Hybrid) Chicago,... ...reporting on medium-low complexity accounts, while supporting higher complexity projects... ...computer skills in Microsoft office tools and ability to master other needed...Work at officeWork experience placementLive inFlexible hoursShift work
- ...provide a full suite of services across healthcare... ...marketing to our clients, including top... ...is looking for an Account Director to join our... ...in any of our US offices—including Boston,... ...communication to manage incoming requests,... ...support you and your family need at every...Work at officeWork experience placementLocal areaRemote workShift work2 days per week
$127k - $228k
...national professional services firm where our... ...every day, for our clients, our people, and our... ...Facing-Chief Financial Officer for our fast-growing Client Accounting & Advisory Services... ...role, you will manage a team of 10+ accounting... ...support our CLA family members, we focus...Work at officeFull timeLocal areaNight shift
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