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Managing Director, Client Accounting Services - family Office

Lead ultra-high net worth client accounting and wealth strategy advisory services
New York
Expert
$215,950 – 467,880 USD / year
2 weeks ago
Baker Tilly

Baker Tilly

A global network of independent accounting and business advisory firms providing audit, tax, and consultancy services.

5 Similar Jobs at Baker Tilly

Managing Director

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 Managing Director! 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, Baker Tilly 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.

Qualifications

  • Bachelor's degree in Business, Accounting, or Finance
  • CPA and/or MBA preferred
  • Public Accounting experience a plus
  • Twelve (12) plus years of progressively responsible experience in professional accounting functions
  • Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
  • Excellent understanding of Generally Accepted Accounting Principles (GAAP)
  • Strong background with fund, management company, and partnership accounting
  • Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
  • Experience in QuickBooks On-line (QBO) and/or Sage Intacct
  • Strong project management and client service skills
  • Experience working with high-net-worth individuals
  • Tax experience/exposure preferred

The compensation range for this role is $215,950 to $467,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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Managing Director, Client Accounting Services - family Office
New York
$215,950 – 467,880 USD / year
Customer Success
About Baker Tilly
A global network of independent accounting and business advisory firms providing audit, tax, and consultancy services.