Bookkeeping Specialist - Private Wealth
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 in 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 in accordance with 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 orjoin the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
The main responsibility of the Accounting Specialist will be to work primarily with high net worth individuals within our Private Wealth Tax Practice and is expected to be able to manage their time and priorities in order to meet deadlines with a high level of quality, accuracy, and timeliness.
Responsibilities
Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
Communication with team, clients and third-party client advisors
Work with clients to help them navigate various client platforms
Support team where needed in accomplishing client deliverables
Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin
Meet client service expectations through adhering to quality and timely client deliverables
Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
Assist with client data gathering by reviewing client data and information needed
Promptly communicate roadblocks and inefficiencies as they arise
Apply learning from one client engagement to the next
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Other duties and special projects as assigned
Qualifications
Associate's degree required, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
0 to 3 years of experience in bookkeeping or accounting.
Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong adaptability and multi-tasking skills
Ability to learn new technology and processes quickly
Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
A desire to work independently with clients
Ability to work limited overtime as needed
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
Experience in QuickBooks preferred
Experience and knowledge working within MS Office Suite