Associate, Client Accounting Services - Family Office
$60,000–$81,320 year
On-site · Dallas, Texas, United States or Frisco, Texas, United States
Job Summary
Join Baker Tilly as a Family Office Accounting Associate, providing accounting and advisory services to ultra-high net worth clients. You will work closely with multiple clients across full accounting processes, including maintaining the general ledger, posting journal entries, coordinating monthly close, maintaining budgets, preparing financial statements with workpapers, reconciling bank/brokerage/credit card accounts, supervising accounts payable, preparing year-end 1099s, assisting with quarterly/annual tax packages, and supporting special projects. The role emphasizes confidentiality, strong client service, GAAP knowledge, and opportunities for professional development and career growth within a fast-growing, collaborative team. A Bachelor's degree is required, CPA eligibility preferred, with approximately 1 year of accounting/bookkeeping experience; proficiency with Microsoft Office and QuickBooks is preferred.
Required Qualifications
- Bachelor's degree required
- CPA eligible preferred
- 1 year of progressive accounting/bookkeeping experience
- Proficient with Microsoft Office; QuickBooks experience preferred
- Familiar with GAAP and financial statements
- Strong project management and client service skills
- Excellent verbal and written communication skills
- High attention to detail, problem solver & intellectually curious
- Ability to handle multiple client and department demands
- Ability to prioritize and manage time in fast-paced environment
- Team player but able to work independently
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