Bookkeeping Specialist - Private Wealth

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers, including 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, and 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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description

The Accounting Specialist’s main responsibility is to work primarily with high net worth individuals within the Private Wealth Tax Practice. The role requires managing time and priorities to meet deadlines with a high level of quality, accuracy, and timeliness.

Responsibilities

• Provide best-in-class service to clients through communications, information gathering, onboarding, and delivery.
• Communicate with team members, clients, and third-party client advisors.
• Work with clients to help them navigate various client platforms.
• Support the team, as needed, in accomplishing client deliverables.
• Proactively communicate the status of work, ask timely questions, and seek clarity from the lead on client engagements when needed to keep work progressing.
• Meet client service expectations by adhering to quality and timely client deliverables.
• Begin to establish and build team and client (internal/external) relationships; facilitate and maintain positive, 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.
• Perform 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; professional demeanor; 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 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, integrate new knowledge and skills into daily work, and share with colleagues as appropriate.
• 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 with QuickBooks preferred.
• Experience and knowledge working within the MS Office Suite.

Compensation

The pay rate ranges for this job position are listed below. Actual compensation is influenced by factors including applicant skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

• In Uniondale, NY: $24.00 to $37.75
• In New York, NY: $30.00 to $39.50

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