Accounting Assistant

About The Job

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 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 by 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.

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, and 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 them 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 them to the 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 the 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 organizational skills
• Excellent verbal and written communication skills
• The ability to handle and respond to multiple client and department demands promptly
• 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

Pay: $19 – $37 a year