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 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.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

We are currently seeking an A/P Staff to join our Family Office Team . This position is a part of a fast-paced team focused on creating a seamless client experience. The ideal candidate is self-motivated, proactive and results focused. The Family Office is a sub department of our Outsourced Finance and Accounting (OFA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals. 

The Family Office A/P Staff works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. This position will also be required to book journal entries and prepare reports.
 

Individuals who thrive at Baker Tilly exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Oversees vendor management by preparing client payments, investigating and resolving variance issues, balancing daily transactions meticulously, anticipating escalated discrepancies, and reconciling monthly statements to ensure financial accuracy
• Delivers proactive, direct support to high-profile clients by resolving inquiries, addressing concerns, and clearly communicating complex industry terminology, practices, and procedures
• Monitors account cash balances and maintains comprehensive
• Executes invoice approvals independently and with accuracy on a weekly schedule, while coordinating medical insurance claims to ensure timely processing
• Leads the development and maintenance of Standard Operating Procedure (SOP) documentation for the team, integrating firmwide operational processes, procedures, and internal guidelines, and leveraging technology and knowledge resources to enhance and streamline content
• Facilitates systems and process training for new hires and delivers ongoing training on updated procedures to team members as required
• Evaluates financial statements to identify vendors requiring 1099 forms and processes these tax documents in compliance with regulatory standards
• Administers historical record management by accurately filing, analyzing document content, and applying comprehensive knowledge of client files to ensure proper organization and secure storage
• Safeguards client information and assets by upholding stringent confidentiality protocols and protecting sensitive data at all times

Qualifications:

• HS Diploma or GED and 2 years of related experience required
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) with a demonstrated aptitude for quickly mastering proprietary internal systems and software applications
• Prior experience utilizing Bill.com and QuickBooks is highly desirable
• Exceptional attention to detail combined with strong prioritization and project management capabilities, enabling the successful coordination and execution of multiple concurrent projects while consistently delivering high-quality results
• Proven ability to work autonomously as well as collaboratively across diverse functions, departments, and organizational levels within a dynamic, fast-paced environment
• Outstanding organizational, problem-solving, and communication skills, with a track record of contributing effectively within highly collaborative team settings
• Strong critical thinking and analytical abilities, supported by a demonstrated capacity to identify issues, evaluate options, and implement effective solutions
• Excellent verbal and written communication skills, tailored to engage and influence audiences at varying levels of the organization
• Committed to maintaining the highest standards of confidentiality, exercising sound judgment and discretion when handling sensitive information
• Ability to travel as needed