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
$67k - $159.92k
...assurance firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...of independent accounting and business advisory... ...improvementsWork with other managers to insure workflows are... ...in and between offices and in and between audit...Work at officeLocal areaWorldwide$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description... ...high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers... ...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$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 officeWork experience placementPrivate practiceLocal area- ...packaging, print, and business services to the world’s most... ...Position summary The Account Manager is an operations leader who... ...Williams Lea best serves our clients across single or multiple service... ...Hazards include working with office machines (computers, peripherals...Work at officeContract workMonday to FridayShift work
$100k - $189.2k
...of professional services to the middle market... ..., empowering our clients and people to... ...Identification, project management, and initial... ...Washington National Tax office (WNT) AMP... ...Understand financial accounting (GAAP; IFRS) and... ...; ancestry; familial or marital status...Work at officeLocal area$100k - $189.2k
...of professional services to the middle market... ..., empowering our clients and people to... ...to the internal accounting methods group Assist... ...residence or primary office; active Enrolled... ...and project management, and demonstrated... ...origin; ancestry; familial or marital status...Work at officeWork experience placementInternshipLocal areaImmediate start$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 area$118.52k - $164.53k
Summary The Manager, Client Accounts, will oversee billing support for senior management, lawyers, and clients, ensuring best practices and alignment... ...track team metrics to ensure the team is meeting service level requirements, analyze service level issues, and implement...$163k
Senior Manager- Client Accounting Services Client Solutions - United States - Chicago, Illinois Position Summary Reporting to the Director, the Senior Manager serves as a strategic resource, leadership, and technical support within the Client Accounting Service’s Portfolio...Flexible hours- ...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
$140k - $190k
...firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance... ...for high net-worth individuals and families. Candidates should have a Bachelor'... ...least seven years of experience in accounting or finance. Strong communication,...- ...compliance and consulting services to high-net-worth... ...affluent families, family offices • Perform technical... ...recommendations to clients on business succession... ...undergraduate degree in accounting or law required CPA... ...Financial Analysis Wealth Management Soft Skills...Work at office
$154k - $219k
...among professional services organizations. You'... ...with extraordinary clients spanning every industry... ...The Role Senior Managers in our Private... ...of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...experience in an accounting firm, with at least...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$120k - $180k
...currently seeking a Tax Manager to join our Chicago, IL office. You will join our... ...public accounting firm. What you will... ...develop staff Manage client work and relationships... ...accounts Paid Day of Service annually Flexible... ...needs of foreign, family-owned midsized ("Mittelstand...Work at officeFull timeLocal areaWorldwideFlexible hours- Corporate Tax Manager Chicago, IL HYBRID Can... ...Corporate Tax Solutions Family and work on... ...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 officeLocal area
$90k - $110k
...team is seeking an accounting supervisor to join our multiple office locations:... ...assurance and advisory services to private and public... ..., and business management services, covering... ...commitment to teamwork and client service excellence... ...status, familial status, affectionate...Work at officeLocal area$133k - $206.9k
...s 17th largest public accounting firm, seeks a Tax Manager for its National Tax Office (NTO) to provide work... ...provide technical tax services related to a variety of... ...professionals and their clients to provide federal tax... ...you and your family with a measure of financial...Work at officeWork experience placementLocal areaRemote work$151.8k - $165k
...Overview As a WNTO Tax Manager - Methods, Credits &... ...multiple solution families, including Corporate,... ...projects, provide excellent client service, and achieve more... ...in other offices of Grant Thornton to... ...support in the area of accounting methods and credits....Work at officeInternshipSeasonal workLocal area$120k - $240.9k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...private equity firms, family offices, privately held companies... ...Bachelor's degree in Accounting or a related field... ...Demonstrated project management skills, including...Work at officeWork experience placementInternshipLocal area- ...CressetCresset is a firm built by clients, for clients. As an... ..., award-winning multi-family office and private investment firm... ...Private Fund Accountant is responsible for managing and maintaining accurate... ...internal teams and external service providers (Administrators...Work at officeFull timeTemporary workLocal area
$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$79.1k - $96.7k
...team Our media effectiveness client service team are experts in understanding... ...focused, and detail-oriented Manager to join our Client Service... ...computer skills in Microsoft office tools and ability to master... ...health services Health Savings Account/FSA Dental, Vision and...Work at officeWork experience placementLocal areaFlexible hoursShift work- ...treasury and risk management solutions for the... ...seek a Manager, Client Support (EMEA) who... ...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
- ...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
$120k - $140k
Manager, Complex Accounting & Litigation (Audit Experience Preferred) J.S. Held is a... ...strategic expertise to advise clients seeking to realize value and... ...investigative consulting services. Location Primarily aligned to our Reston, VA office; hybrid work environment offered...Work at officeRemote workFlexible hoursShift work- A global insurance brokerage is seeking a Client Service Manager in Alabama to provide exceptional customer service to diverse clients. You will... ...Casualty Insurance License, and proficiency in Microsoft Office. Join Gallagher to be part of an inclusive culture that values...Work at office
$85k - $90k
OneDigital is looking for a skilled Commercial Lines Account Manager in Chicago. The selected candidate will manage client relationships, process insurance business, and... ...Insurance License, proficiency in Microsoft Office, and strong communication skills. The compensation...Work at office$94.56k - $160.73k
Senior Marketing Manager, Client Solutions Morningstar is a global leader... ...of the financial services landscape—including investment... ...Sabbatical Program 6-Week Paid Family Caregiving Leave Adoption Assistance... ...work model is four days in‑office each week. A range of other...Work at officeTemporary workFlexible hours- ...INTOUCH® is a global, full-service marketing agency... ...analytics services for clients. We get fired up when... ...WHAT DOES A MARKETING MANAGER II DO? We're seeking a... ...alongside senior-level Account and Project Management... ...Project and the Microsoft Office Suite, specifically Excel...Work at officeLocal area
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