Baker Tilly US
Baker Tilly US
Baker Tilly US एक पेशेवर सेवा फर्म है, जो लेखांकन, आश्वासन, कर और व्यावसायिक सलाहकार सेवाओं के माध्यम से संगठनों को वित्तीय, परिचालन और रणनीतिक चुनौतियों से निपटने में सहायता करती है। इसकी विशेषज्ञता साइबर सुरक्षा, कृत्रिम बुद्धिमत्ता परामर्श, ESG और स्थिरता, जोखिम सलाहकार सेवाओं तथा अन्य विशेष क्षेत्रों तक भी फैली हुई है। यह फर्म निर्माण, स्वास्थ्य सेवा, लॉजिस्टिक्स, ऊर्जा, उच्च शिक्षा और रियल एस्टेट सहित विभिन्न क्षेत्रों के ग्राहकों के साथ काम करती है और उद्योग संबंधी ज्ञान को व्यावहारिक मार्गदर्शन के साथ जोड़ती है। Baker Tilly US वैश्विक Baker Tilly International नेटवर्क का हिस्सा है।

Bookkeeping Specialist, Private Wealth — Baker Tilly US, Uniondale NY

Support high-net-worth clients in Baker Tilly US’s Private Wealth Tax Practice through bookkeeping, client data management, platform assistance, communication, and accurate accounting deliverables.

विवरण

  • Serve primarily high-net-worth individuals in the Private Wealth Tax Practice
  • Manage priorities and deadlines while maintaining quality, accuracy, and timeliness
  • Deliver client service through communication, information gathering, onboarding, and completion of work
  • Communicate with team members, clients, and third-party client advisors
  • Guide clients in using various client platforms
  • Support the team in completing client deliverables
  • Provide proactive status updates, raise timely questions, and seek clarification from engagement leads
  • Meet client service expectations with accurate and timely deliverables
  • Develop and maintain strong team and client relationships through positive communication
  • Review required client data and information to support data-gathering activities
  • Report roadblocks and inefficiencies promptly
  • Apply lessons from one client engagement to subsequent assignments
  • Keep current with applicable technology platform updates and improvements and complete directed certifications
  • Handle other duties and special projects as assigned

आवश्यकताएँ

  • An associate degree is required; a bachelor’s degree in accounting or a related field is preferred
  • Relevant experience may be accepted in place of a degree
  • Zero to three years of bookkeeping or accounting experience
  • Strong commitment to exceptional client service and a professional demeanor
  • Ability to handle confidential matters appropriately
  • Accuracy and close attention to detail
  • Ability to follow established directions and procedures
  • Strong organizational and time-management abilities
  • Ability to work effectively with urgency in a deadline-driven environment supporting multiple clients
  • Demonstrated time management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills
  • Strong adaptability and ability to multitask
  • Ability to learn new technologies and processes quickly
  • Ability to apply experience and incorporate new knowledge and skills into daily work
  • Willingness to work independently with clients
  • Ability to work limited overtime when needed
  • Knowledge of accounting, bookkeeping, and payroll principles for classifying, recording, and summarizing data, performing computations, and maintaining financial records
  • QuickBooks experience is preferred
  • Experience with and knowledge of Microsoft Office Suite

लाभ

  • Eligible employees receive a comprehensive compensation and benefits package

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