Accounting Assistant, Family Office
Baker Tilly

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.

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.

Responsibilities

Are you interested in joining one of the fastest growing consulting and accounting firms in the country?

Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Assistant! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.

As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

• You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded
• You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
• You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow

What you will do:

• Work closely with our Family Office practice providing diversified administrative and day-to-day operational support, including but not limited to:
• Sort the daily incoming mail by client and entity
• Scan the daily incoming mail to the appropriate client inbox or client team
• Manage various Outlook mailboxes and handle as needed
• Scan bills and documents into appropriate Bill.com accounts
• Perform in-office tasks for Family Office client teams, such as printing checks, compiling bill pay packets, coordinating the signing of checks, and sending payments to vendors
• Prepare and track FedEx shipments and certified mail for Family Office client teams
• Maintain sensitive and confidential client documents in the Family Office safe
• File various client documents and reports, including investment, bank and brokerage statements
• Create check requests and send to appropriate entity's Bill.com
• Assist with client related hand deliveries as needed
• Restock the Family Office department with mail supplies and check stock as needed
• Support the Family Office client teams with special projects as needed
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

Successful candidates will have:

• High School Diploma, Associate's Degree or Bachelor's degree
• 0 to 3 years of administrative or office experience
• Familiar with Microsoft Office
• Notary public certification preferred or willing to become certified
• High attention to detail, problem solver & intellectually curious
• Adhere to the highest level of confidentiality
• Ability to multitask and prioritize responsibilities
• Perform a wide variety of tasks, and ability to change focus quickly as demands change
• Demonstrates dependability and sense of urgency with high attention to detail
• Maintain highest level of professionalism, integrity, and confidentiality
• An understanding of professional services and client service
• Strong interpersonal skills with an approachable and professional demeanor
• Outstanding organization skills
• Excellent verbal and written communication skills
• The ability to handle and respond to multiple client and department demands in a timely manner
• The ability to prioritize assignments and effectively manage their time
• The ability to thrive in a fast paced and dynamic environment
• The ability to be a team player but be able to work independently

Additional Information

The compensation range for this role is $19.00 to $37.00/hr. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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