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
- ...responsible for the daily management of accounting functions, which encompasses... ...include fostering client relationships, conducting... ...relationship‑building and advisory services, particularly those with a... ...net‑worth individuals and family offices. Qualifications Active...Work at office
$85k - $150k
...Tax Manager At EisnerAmper, we look for individuals... ...to join the Private Client Services (PCS) practice in Elgin... ...in terms of office location, as EisnerAmper... ...largest and fastest growing accounting and advisory firms in... ...Services Team connects family owned, closely held businesses...Work at officeTemporary workPrivate practiceLocal area$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$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, particularly clients in...Work at officePrivate practiceLocal area$112k - $150k
Private Client Services at BDO is a boutique practice within our firm... ...‑worth individuals, their families, family offices, C‑Suite executives,... ...planning. Job Summary A Tax Manager, Private Client Services,... ...degree, required; major in Accounting, Finance, Economics, or Statistics...Work at office$72k - $141k
...contact for assigned clients, commercial branch contacts... ...to the client's service relationship with CNA.... ...instructions for risk management accounts and key commercial clients... ...of Microsoft Office Suite and other business... ...help employees and their family members achieve their...Work at officeWork experience placement$95.4k - $180.4k
...provider of professional services to the middle... ...change, empowering our clients and people to... ...RSM. Affluent families and their family offices face increasingly complex... ...challenges in managing, safeguarding, and... ...domains, including accounting, finance, human resources...Work at officeTemporary workWork experience placementInternshipLocal 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 officeFull timeWork experience placementPrivate practiceH1bLocal areaWork visa$85k - $150k
Job Summary We are seeking an Accounting/Tax Manager to join our Private Client Services (PCS) practice in Elgin, IL. This role is hybrid (3 days per week in office). The manager will oversee multiple client engagements, ensure accurate and timely financial statements,...Work at officePrivate practiceLocal area3 days per week- Forvis Mazars, LLP in Chicago seeks a Manager for our Outsourced Family Office Accounting Services team. The role requires building trust with clients, overseeing accounting cycles, and managing multiple projects. Candidates should possess a Bachelor's Degree in Accounting...Work at office
- Forvis Mazars, LLP seeks an experienced professional for their Outsourced Family Office Accounting Services team in Chicago, IL. The role involves managing client relationships, overseeing accounting processes, and delivering virtual and on-site advisory services. The...Work at office
- Manager, Outsourced Family Office Accounting Services Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-high net-worth individuals... ...families, customizing service offerings to support client needs. Coordinate and execute multiple concurrent...Work at office
$108.8k
Description & Requirements Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-... ...service offerings to support client needs Coordinate and execute multiple concurrent client projects, managing priorities and timelines Oversee full...Work at officeHourly payFlexible hours$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$108.8k - $159.5k
...Mazars US in Chicago seeks an experienced professional for their Outsourced Family Office Accounting Services team. Responsibilities include building relationships with ultra-high net-worth clients, overseeing full-cycle accounting, and delivering advisory services. The...Work at officeFlexible hours- ...position is responsible for completing assessment, case management, and referral services to clients who use the Interim Housing program and for providing... ...assigned by supervisor. Operations 18. General front office administrative tasks, including but not limited to,...Work at officeFull timeInterim roleFlexible hoursShift work
$96k - $160k
...you will oversee and manage multiple client teams engaged with our... ...client consulting services. Healthcare industry... .... Provide technical accounting support to clients and... ...Bill.com, Microsoft Office Suite and a demonstrated... ..., flexible time off, family care leave, parental...Work at officeTemporary workLocal areaRemote workFlexible hours$75k - $90k
Director of Client Accounting Location: Chicago, IL (this position... ...) Schedule: Standard office hours Job Details... ...Degree 4 Year Degree Manage Others Yes Job Summary... ...can focus on their families and pursue outside interests... ...believe in community service and in making an...Work at officeLocal area$115k - $160k
...Senior Manager, Client Accounting Operations Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Manager, Client Accounting Operations to join their dynamic...Full timeLocal areaRemote workFlexible hours$90k - $150k
Manager, Accounting | Client Advisory Services Base pay range: $90,000.00/yr - $150,000.00/yr Additional compensation: Annual Bonus Path-to-Partner opportunity... ...to enhance efficiency and compliance. Visit client offices as needed to provide on-site financial support and...Full timeSummer work- Client Solutions United States Chicago, Illinois Position Summary Sikich is seeking a Manager, Client Accounting Services (CAS) who will be responsible for overseeing outsourced accounting engagements for a portfolio of clients, effectively serving in a Controller or...Full timeLocal areaFlexible hours
- KSM Business Services, Inc. is seeking a CPA to act as a liaison between clients, partners, and staff in our Chicago office. The role involves managing multiple projects, client engagements, and supervising... ...of five years' experience in accounting and tax, leadership abilities,...Work at office
- 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
$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,...$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$95k - $108k
Jones Lang LaSalle Incorporated is seeking an Accounting Manager to join their Client Accounting Services team in Westmont, IL. This pivotal role involves delivering financial management and reporting to corporate clients, maintaining compliance with financial governance...$53.7k - $97k
...national professional services firm where our purpose... ...opportunities every day, for our clients, our people, and our... ..., IL, or Champaign IL office. Job Responsibilities... ...software, and chart of accounts daily, weekly and... ...CLA To support our CLA family members, we focus on their...Work at officeFlexible hours$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- ...Accounting Manager Salary: $100,000k – $135,000k Step into a high-impact Accounting Manager role... ...modern financial systems like Workday and Office Connect Be part of a collaborative,... ...unlimited PTO, 401k match, sabbatical, and family planning support Key Responsibilities...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Client Accounting Services - Family Office. Be the first to apply!
- director account management Oak Brook, IL
- financial accounting manager Oak Brook, IL
- director of finance & accounting Oak Brook, IL
- group account director Oak Brook, IL
- cost accounting manager Oak Brook, IL
- tech services manager Oak Brook, IL
- enterprise services manager Oak Brook, IL
- emergency services manager Oak Brook, IL
- director global services Oak Brook, IL
- service delivery director Oak Brook, IL

