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 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: 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 th