Associate

Website Baker Tilly

We are a top ten advisory tax and assurance firm dedicated to customized business solutions that generate and sustain growth. We lead with purpose, and we walk with you every step along your journey.

Full Job Description

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.
  • 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.
  • Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
  • Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

What You Will Do:

  • Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
  • Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all
  • journal entries promptly, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related work papers
  • Researching and resolving issues or discrepancies with clients’ accounts, bill pay, or invoices
  • Supervising and reviewing the accounts payable function and Family Office staff members
  • Managing and reconciling numerous bank, brokerage, and credit card accounts
  • Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
  • Preparing year-end reporting of 1099s
  • Assisting in the preparation of quarterly and annual tax packages and supporting documents
  • Responding to client requests and inquiries
  • Handling 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:

  • Bachelor’s degree in Business, Accounting, Finance or related degree
  • CPA eligible preferred
  • 2 to 5 years of progressive accounting/bookkeeping experience
  • Proficient with Microsoft Office; QuickBooks experience preferred
  • Strong project management and client service skills
  • Familiar with GAAP and financial statements
  • High attention to detail, problem solver & intellectually curious
  • Adhere to the highest level of confidentiality
  • A diverse accounting background
  • 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.
  • Additional Information:

Pay: $72K – $91.2K a year

To apply for this job please visit careers.bakertilly.com.