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$85k - $150k
...EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice in Elgin,... ...flexibility in terms of office location, as EisnerAmper... ...and fastest growing accounting and advisory firms in the... ...Client Services Team connects family owned, closely held...Work at officeTemporary workPrivate practiceLocal area$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 5 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$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- ...packaging, print, and business services to the world's most... ...journey. Position Summary The Account Manager is an operations leader who... ...Williams Lea best serves our clients across single or multiple service... ...include working with office machines (computers, peripherals...Work at officeContract workMonday to FridayShift work
$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$95k - $110k
Director, Family Office Client Service Position Summary The Director, Family Office Client Service is... ...Family Office Services Relationship Management team with prospecting and onboarding... ...Salesforce records related to PPLI accounts; coordinate and track commitments to...Work at office$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- 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
- ...insurance Director of Client Services Position Summary The... ...closely with clients, families, caregivers, referral partners, and office staff to ensure exceptional... ...Client Care Management Conduct comprehensive... ...caregivers while promoting accountability and quality service....Work at office
$98k - $140k
...Location: Schaumburg, IL (100% in‑office; remote or hybrid work is not... ...Position Overview The Senior Manager Client Services Ops, Midwest‑Majors oversees a team of Account Managers, Team Leads, and... ...other perks that support your family and finances. Applicants should...Work at officeFull timeRemote workWorldwide$98.4k - $170k
...time Location This is a 100% in‑office role based at our Schaumburg, IL... ...hours. Position Overview The Senior Manager Client Services Ops oversees a team of Account Managers, Team Leads, and... ...other perks that support you, your family, and your finances. #J-18808-Ljbffr...Work at officeFull timeRemote workWorldwide$25 per hour
...Operations Account Manager I - Spending Accounts & COBRA (TPA... ...pivotal in resolving client payroll and HR system... ...outstanding customer service by effectively utilizing... ..., including Microsoft Office with proficiency in Excel... ..., culture, ethnicity, family or marital status,...Work at officeLocal areaFlexible hours$111k - $186k
...About The Role The Senior Manager, Client Services is a high-impact leadership... ...strategies across major client accounts, driving measurable... ...amenities we enjoy Access to all office spaces in MSP, NYC, and CHI... ...of same sex partners Family formation benefits including...Work at office$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- ...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
$131.7k - $245.5k
...ADP is hiring a Senior Director - Client Services within the Major Accounts Services organization. In this role... ...will be responsible for the direct management and support of several service teams... ...This is a hybrid role (3 days in the office). Candidates will sit in either the...Work at officeTemporary work$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- 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
- ...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
- 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
$102.5k - $209.4k
...delivering excellent service through innovation has... ...are hiring for our Tax Accounting Services within our Tax... ...services, to help management meet those challenges.... ...professional services to clients, including consulting,... ...located near a Crowe office. Candidates who are not...Work at officeLocal areaRemote workWorldwide$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$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- ...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- ...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
$105k - $148k
...creative solutions. As a Sr. Manager, Client Services, you will lead a team of high-performing Account Managers who support our most... ...and operates in a professional office environment. Position Type/Standard... ...offerings so you and your family can receive outstanding care....Work at officeFull timeContract workMonday to FridayFlexible hours$98.4k - $170k
...as perks that support you, your family, and your finances. And if it’s career... ...your career with us! In-Office: This is a 100% in-office role based... ...Position Overview The Senior Manager Client Services Ops oversees a team of Account Managers, Team Leads, and...Work at officeLocal areaRemote workWorldwide
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