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
- Baker Tilly International is seeking a Manager for its Client Accounting Services based in Houston, Texas. The position requires providing exceptional service... ...MBA, and 5+ years of relevant experience. Skills in MS Office, QuickBooks Online, and Sage Intacct are essential....Work at office
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Tax Senior Manager, Private Client Services Job Description Job Summary: Private Client Services at... ...high net-worth individuals, their families, family offices, C-Suite executives, athletes,... ...Bachelors degree required; major in Accounting, Finance, Economics or Statistics...Work at officePrivate practice$112.88k
...we can achieve. Together. Summary The Manager, Client Accounts, working in collaboration with and in... ...Hills, Washington, DC, or Wilmington office and offers a hybrid work schedule. Responsibilities... ...to ensure the team is meeting service level requirements, analyzes service...Work at officeFull timeRemote workRelocationVisa sponsorshipRelocation package- RSM US LLP is seeking a Family Office Advisory Manager in Dallas, Texas. This role plays a pivotal part in executing client service and developing thought leadership within the Family Office Advisory team. Responsibilities include supporting client engagements, developing...Work at office
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...provider of professional services to the middle... ...change, empowering our clients and people to... ...like 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- ...Financial Group is seeking a Tax Manager for their Dallas office. The ideal candidate will... ...return preparation, engaging in client communications, and identifying areas for service enhancement. The firm offers... ...professional growth within a family-like work atmosphere. #J-188...Work at office
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...Senior Manager – Management Company Accounting (Private Equity Funds) Full‑time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group offering... ...with precision. Proficient with Microsoft Office, especially Excel; experienced with...Work at officePermanent employmentFull timeWorldwide$120k - $140k
...A top national professional services firm that delivers assurance,... ...the region. Our Outsourced Accounting group is growing rapidly and... ...valued partner to many of our clients. Why join us Our people are... ...hiring an experienced accounting Manager to support our growing Client...Remote job- ...assurance firm, providing clients with a genuine coast-to-coast... ...) provide professional services through an alternative practice... ...firms. Job Description Manager, Client Accounting Services, Small Business Are... ...streamlined in and between offices and in and between audit and...Local area
- ...the Corporate Tax Manager, you’ll be a member... ...740 income tax accounting (either tax provision... ...Tax Solutions Family generally has the... ...relationship with the client, and you will help... ...clients for your service line – all with the... ...Washington National Tax Office (WNTO), to support...Work at officeInternshipSeasonal workLocal areaFlexible hours3 days per week
- ...Corporate Tax Solutions Family and work on... ...ASC 740 income tax accounting (either tax provision... ...with the client, and you will help... ...with the engagement management for multiple clients for your service line – all with the... ...Washington National Tax Office (WNTO), to support...Work at officeFull timeLocal area
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...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 officeTemporary workWork experience placementLocal areaRemote workFlexible hours3 days per week- Baker Tilly US is seeking a Family Office Accounting Senior Associate to join their growing family office practice in Dallas, Texas. This role involves providing accounting and administrative services to ultra-high net worth individuals. Candidates should have a Bachelor...Work at office
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...WNTO Tax Manager - Methods, Credits & Incentives... ...across multiple solution families, including Corporate,... ...provide excellent client service, and help you achieve... ...professionals in other offices of Grant Thornton to... ...support in the area of accounting methods and credits...Work at officeLocal area- ...in technology, finance & accounting, and professional staffing services. Each year, we help more... ...trust and technology. Our office occasional approach gives... ...best lives. Join the Kforce family and we will support you... ...solutions to solve our clients' business needs. Developing...Work at officeLive inLocal areaRelocation
- Dynamics Executive Search is seeking an Executive Support / Junior Office Manager for their Dallas office. This hybrid role involves providing... ...exposure to senior professionals and requires a strong client-service mindset within a fast-paced investment banking environment....Work at office
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...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Flexible hours- ...leading investment firm in Dallas, TX is seeking an Operations Manager to oversee daily operations, implement policies, and improve workflows... ...on operational best practices. Proficiency with Microsoft Office and familiarity with custodian platforms like Schwab and...Work at office
$54.2k - $73.7k
...Accounting Position At Armanino At Armanino, you... ...passions, work, and family & friends can overlap... ...statements, client reporting packages,... ...high-quality client service. Collaborate with... ...individuals, family offices, business management clients, or private...Work at officeContract workWork experience placementLocal areaFlexible hours$62.7k - $85.4k
...the top 20 Largest Accounting and Consulting... ...passions, work, and family & friends can overlap... ...Prepare monthly client reporting packages... ...high-touch client service while serving as a... ...Assistant Account Managers and Account Manager... ..., family offices, business management...Work at officeContract workWork experience placementLocal areaFlexible hours- EisnerAmper is seeking a Tax Manager in Dallas to oversee client engagement and lead staff development. This hybrid position involves preparing and... .... The ideal candidate will have a Bachelor's Degree in Accounting, CPA or IRS Enrolled Agent Certification, and 4+ years...
$141.9k - $284.9k
...Consulting And Advisory Services We are the... ..., empowering our clients and people to realize... ...and inventory accounting – whether based on... ...Washington National Tax office (WNT) AMP... ...exam support, while managing teams of 2-5 professionals... ...origin; ancestry; familial or marital status;...Work at officeWork experience placementInternshipLocal area- ...The primary purpose of the Reimbursement Manager is to ensure proper payments are received from Third Party programs and proper accounting of such programs is maintained. This will... ...needed. Prepare final hospital and home office cost reports, completing comparative...Work at officeFull timeInterim roleHome officeMonday to Friday
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...Title: Partnership Tax Senior Manager Locations: Dallas, TX (... ...Mode: Hybrid (3+ days/week in-office or at client site) Compensation: $197,800... ...You will lead multiple client service teams, driving high‑value... ...and manage IRC 704(b) capital accounts. Strategic Consulting: Provide...Work at office3 days per week$124.36k - $146.3k
...Bank ICG Relationship Manager At U.S. Bank, we're... ...newly formed Integrated Client Sales alternative delivery... ...as a trusted financial services partner and primary... ...service needs and day-to-day account management to ensure a... ...schedule with an in-office expectation of 3 or more...Work at officeTemporary workWork experience placementRemote workFlexible hours3 days per week
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