Senior Associate, Client Accounting Services - Family Office
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to parse the posting.
Content:
Overview (company description) - maybe not needed as a heading? Could be "About the role"? Actually "Overview" is generic company description. Could be considered "About the role"? Not exactly. The instructions say we can use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content.
We have:
- Job Description paragraph: "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 Senior Associate! 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" bullet list (actually sentences). It's a list of three bullet points: "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". Could be considered "About the role" or maybe "Responsibilities"? Actually it's more about what you'll enjoy. Could be "About the role". But we have a separate "What You Will Do" section listing duties.
- "What You Will Do" list of responsibilities (multiple bullet-like sentences). This is clearly responsibilities.
- "Successful Candidates Will Have" list of qualifications/requirements: Bachelor's degree required, CPA eligible preferred, 3 years of progressive accounting experience, 2 plus years of professional services experience preferred, Proficient with Microsoft Office, particularly Excel, and QuickBooks, Strong project management and client service skills, Solid understanding and working knowledge of GAAP and financial statements, High attention to detail, problem solver & intellectually curious, Adhere to the highest level of confidentiality.
- Pay range: "The pay range for this position is $49,500 to $118,990. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees."
Thus we have Pay section with specific numbers. Also mention benefits: "Baker Tilly offers a compensation and benefits package to eligible employees." Not specific benefits listed, but we have a statement about benefits package. The instruction: never create Benefits section unless posting actually states them. It states "compensation and benefits package". That's vague but indicates benefits exist. However we don't have specific benefits listed. Should we include a Benefits section? The instruction says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits package exists, but not details. Might be considered stating them (though vague). Safer to include a Benefits section with the statement that they offer a compensation and benefits package to eligible employees. But we need to avoid filler/placeholder text like "not specified". The statement is specific enough: "Baker Tilly offers a compensation and benefits package to eligible employees." That's not placeholder. So we can include Benefits section with that sentence.
Schedule: Not mentioned. So no Schedule section.
We also have overview/company description at start. Could be considered "About the role"? Actually "About the role" could include description of the role and team. The overview is about the firm, not the role. Might be better to include as a short paragraph before sections, not as a heading. The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid having a preamble paragraph before any heading. So we can include a
for the overview/firm description.
We must not repeat the job title as a heading. So no heading for "Family Office Accounting Senior Associate". Good.
We must not include Job ID/requisition numbers (none present). Remove boilerplate: EEO, equal opportunity, unsolicited resumes, recruitment agency, etc. Also remove "Please discuss the work location status with your Baker Tilly talent acquisition professional..." etc. Also remove "Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram." Also remove "Baker Tilly is an equal opportunity/affirmative action employer..." etc. Also remove "Any unsolicited resumes..." etc. Also remove "In order to be an authorized recruitment agency..." etc.
We need to preserve all substantive information: overview/firm description, role description, you will enjoy, what you will do, successful candidates will have, pay range, benefits statement.
We need to format lists with
- . For prose, use
.
We need to decide which headings to use.
Potential sections:
- About the role: could contain the overview/firm description and the "You Will Enjoy This Role If You" bullets? Actually "About the role" could be a summary of the role and what you'll enjoy. But we also have a separate "What You Will Do" for responsibilities. And "Successful Candidates Will Have" for qualifications.
We could structure:
Overview/firm description
About the role
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 Senior Associate! 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.
What You Will Do
- Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:
... but we need to break each duty into separate li. The original text: "Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapersReviewing the accounts payable function and GL accountantsPayroll coordination with clients and the Family Office payroll teamManaging and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing workPerforming reconciliations and analysis for balance sheet accounts, including inter-company accountsOversee the year-end reporting and preparation of 1099sAssisting in preparation of quarterly and annual tax packages and supporting documentsResponding to client requests and inquiriesInvolvement managing some client relationships and outside vendors as neededHandling special projects as needed.Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsEnjoy friendships, social activities and team outings that encourage a work-life balance"
We need to split into sensible list items. The original seems to have missing punctuation. We can parse each sentence after colon.
Let's extract duties:
- Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:
- Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers
- Reviewing the accounts payable function and GL accountants
- Payroll coordination with clients and the Family Office payroll team
- Managing and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing work
- Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
- Oversee the year-end reporting and preparation of 1099s
- Assisting in preparation of quarterly and annual tax packages and supporting documents
- Responding to client requests and inquiries
- Involvement managing some client relationships and outside vendors as needed
- Handling special projects as needed
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
- Enjoy friendships, social activities and team outings that encourage a work-life balance
We could combine first two? But better to keep each as separate li.
Now "You Will Enjoy This Role If You" could be a section maybe "About the role" or "What You'll Enjoy". Since we have no specific heading for enjoyment, we could incorporate into About the role as a list.
Alternatively we could make a section "What You'll Enjoy" but not in the allowed list. The instruction says use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect us to use those headings only. So we should map content to those headings.
Thus:
- About the role: includes overview/firm description and maybe the "You Will Enjoy This Role If You" bullets (as they describe what you'll enjoy). Could be a
for overview and then a
for enjoyment points.
- Responsibilities: the "What You Will Do" list.
- Requirements: maybe combine "Successful Candidates Will Have" which includes education, experience, skills. Could be Requirements.
- Qualifications: maybe separate? But we have both Requirements and Qualifications as possible
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. Content: Overview (company description) - maybe not needed as a heading? Could be "About the role"? Actually "Overview" is generic company description. Could be considered "About the role"? Not exactly. The instructions say we can use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. We have: - Job Description paragraph: "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 Senior Associate! 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" bullet list (actually sentences). It's a list of three bullet points: "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". Could be considered "About the role" or maybe "Responsibilities"? Actually it's more about what you'll enjoy. Could be "About the role". But we have a separate "What You Will Do" section listing duties. - "What You Will Do" list of responsibilities (multiple bullet-like sentences). This is clearly responsibilities. - "Successful Candidates Will Have" list of qualifications/requirements: Bachelor's degree required, CPA eligible preferred, 3 years of progressive accounting experience, 2 plus years of professional services experience preferred, Proficient with Microsoft Office, particularly Excel, and QuickBooks, Strong project management and client service skills, Solid understanding and working knowledge of GAAP and financial statements, High attention to detail, problem solver & intellectually curious, Adhere to the highest level of confidentiality. - Pay range: "The pay range for this position is $49,500 to $118,990. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees." Thus we have Pay section with specific numbers. Also mention benefits: "Baker Tilly offers a compensation and benefits package to eligible employees." Not specific benefits listed, but we have a statement about benefits package. The instruction: never create Benefits section unless posting actually states them. It states "compensation and benefits package". That's vague but indicates benefits exist. However we don't have specific benefits listed. Should we include a Benefits section? The instruction says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits package exists, but not details. Might be considered stating them (though vague). Safer to include a Benefits section with the statement that they offer a compensation and benefits package to eligible employees. But we need to avoid filler/placeholder text like "not specified". The statement is specific enough: "Baker Tilly offers a compensation and benefits package to eligible employees." That's not placeholder. So we can include Benefits section with that sentence. Schedule: Not mentioned. So no Schedule section. We also have overview/company description at start. Could be considered "About the role"? Actually "About the role" could include description of the role and team. The overview is about the firm, not the role. Might be better to include as a short paragraph before sections, not as a heading. The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid having a preamble paragraph before any heading. So we can include a
for the overview/firm description. We must not repeat the job title as a heading. So no heading for "Family Office Accounting Senior Associate". Good. We must not include Job ID/requisition numbers (none present). Remove boilerplate: EEO, equal opportunity, unsolicited resumes, recruitment agency, etc. Also remove "Please discuss the work location status with your Baker Tilly talent acquisition professional..." etc. Also remove "Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram." Also remove "Baker Tilly is an equal opportunity/affirmative action employer..." etc. Also remove "Any unsolicited resumes..." etc. Also remove "In order to be an authorized recruitment agency..." etc. We need to preserve all substantive information: overview/firm description, role description, you will enjoy, what you will do, successful candidates will have, pay range, benefits statement. We need to format lists with
- . For prose, use
. We need to decide which headings to use. Potential sections: - About the role: could contain the overview/firm description and the "You Will Enjoy This Role If You" bullets? Actually "About the role" could be a summary of the role and what you'll enjoy. But we also have a separate "What You Will Do" for responsibilities. And "Successful Candidates Will Have" for qualifications. We could structure:
Overview/firm description
About the role
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 Senior Associate! 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.
What You Will Do
- Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: ... but we need to break each duty into separate li. The original text: "Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapersReviewing the accounts payable function and GL accountantsPayroll coordination with clients and the Family Office payroll teamManaging and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing workPerforming reconciliations and analysis for balance sheet accounts, including inter-company accountsOversee the year-end reporting and preparation of 1099sAssisting in preparation of quarterly and annual tax packages and supporting documentsResponding to client requests and inquiriesInvolvement managing some client relationships and outside vendors as neededHandling special projects as needed.Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsEnjoy friendships, social activities and team outings that encourage a work-life balance" We need to split into sensible list items. The original seems to have missing punctuation. We can parse each sentence after colon. Let's extract duties: - Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: - Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers - Reviewing the accounts payable function and GL accountants - Payroll coordination with clients and the Family Office payroll team - Managing and reconciling numerous bank, brokerage and credit card accounts, overseeing staff and reviewing work - Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts - Oversee the year-end reporting and preparation of 1099s - Assisting in preparation of quarterly and annual tax packages and supporting documents - Responding to client requests and inquiries - Involvement managing some client relationships and outside vendors as needed - Handling special projects as needed - Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients - Enjoy friendships, social activities and team outings that encourage a work-life balance We could combine first two? But better to keep each as separate li. Now "You Will Enjoy This Role If You" could be a section maybe "About the role" or "What You'll Enjoy". Since we have no specific heading for enjoyment, we could incorporate into About the role as a list. Alternatively we could make a section "What You'll Enjoy" but not in the allowed list. The instruction says use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't forbid other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect us to use those headings only. So we should map content to those headings. Thus: - About the role: includes overview/firm description and maybe the "You Will Enjoy This Role If You" bullets (as they describe what you'll enjoy). Could be a
for overview and then a
- for enjoyment points.
- Responsibilities: the "What You Will Do" list.
- Requirements: maybe combine "Successful Candidates Will Have" which includes education, experience, skills. Could be Requirements.
- Qualifications: maybe separate? But we have both Requirements and Qualifications as possible