Accounting Manager, Family Office

Baker Tilly - Scottsdale, AZ

Full-time - Mid Level

Scottsdale, AZ

10,001+ employees

About the position

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, and Chicago. As a Family Office Accounting Manager, you will be part of a dynamic team focused on providing exceptional client service in the areas of accounting and advisory. The Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients, covering a range of services from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. In this role, you will have the opportunity to work closely with multiple clients, overseeing full accounting processes, maintaining and reviewing the general ledger, generating and posting journal entries, coordinating monthly close, maintaining budgets, and preparing financial statements. You will also supervise the accounts payable function, manage payroll coordination, and perform reconciliations and analysis for balance sheet accounts. This position offers a unique chance to grow within one of the fastest-growing firms in the nation, with a focus on flexibility, meaningful relationships, and professional development. Baker Tilly values a collaborative work environment where your hard work and creativity are rewarded. You will be encouraged to continually sharpen your technical skills and build your career while enjoying friendships, social activities, and team outings that promote a healthy work-life balance. The firm is committed to supporting the growth and development of its team members through education, training, and mentorship, ensuring that you can maximize your contribution to the organization and your own career development.

Responsibilities

• Oversee full accounting processes, including maintaining/reviewing the general ledger and generating journal entries.
• Coordinate monthly close and maintain budgets, reporting on budget to actual.
• Prepare monthly/quarterly financial statements with related workpapers.
• Supervise and review the accounts payable function.
• Coordinate payroll with clients and the Family Office payroll team.
• Manage and review bank, brokerage, and credit card reconciliations.
• Perform reconciliations and analysis for balance sheet accounts, including inter-company accounts.
• Prepare annual K-1 reconciliations.
• Assist in preparation and review of quarterly and annual tax packages and supporting documents.
• Respond to client requests and inquiries, managing client relationships on a day-to-day basis.
• Handle special projects as needed.
• Demonstrate a desire to grow, learn, and develop skills through education and training opportunities.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members through mentorship and guidance.

Requirements

• Bachelor's degree in Business, Accounting, Finance or related degree.
• CPA eligible preferred.
• Six (6) to nine (9) years of progressive accounting/bookkeeping experience.
• Three (3) plus years of professional services experience preferred.
• Three (3) plus years of supervisory experience.
• Team management skills including ability to lead, direct and coach staff.
• Ability to build & cultivate strong personal relationships with peers within the firm and the business community.
• 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.

Benefits

• Flexible work environment
• Professional development opportunities
• Team outings and social activities
• Supportive team culture