Manager, Family Office - Accounting & Finance Services

About the role

The Family Office Manager at Baker Tilly is responsible for financial reporting, accounting principles, practices, and procedures. This role involves working closely with clients to support their accounting and reporting needs, managing cash flow, and coordinating with external advisors.

Responsibilities

• Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions.
• Become a trusted advisor to our clients by delivering expertise in a timely and personal way.
• Manage completeness and timeliness of client deliverables.
• Utilize various technologies to add value to the client experience.
• Manage cash and ensure the accurate and timely processing of bill pay transactions - high volume of AP review.
• Interface with clients and coordinate with team through virtual processes and platforms.
• Periodically prepare and/or review account reconciliations.
• Coordinate annual audit and/or tax return with outside CPA firm.
• Facilitate updates needed to the general ledger and other data requirements.
• Collaborate with Partner to support overall department goals and objectives.
• Advise staff regarding the handling of non-routine reporting transactions.
• Develop technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches.
• Stay abreast of business, industry, and market information that may reveal business opportunities or risks.

Qualifications

• Bachelor’s degree or equivalent experience required; CPA preferred.
• Five (5) plus years of related experience required.
• Experience with Excel, Word, Outlook required.
• Experience with QuickBooks Enterprise, QuickBooks Online, accounts payable, accounts receivable, payroll, employee benefits, and general ledger accounting.
• Individual income tax experience a plus.
• Excellent verbal and written communication skills.
• Ability to direct, develop, and coach team members.
• Experience in autonomous decision making weighing the costs, benefits, risk and chances for success.

Pay

The pay rate range for this job position is $95,000 to $129,160. 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.