LogoFresh Jobs Ahead
Baker Tilly US
Baker Tilly US
5,001 – 10,000 Employees
H1B Visa SponsorConstructionHealthcareLogistics
Baker Tilly US is a professional services firm that helps organizations address financial, operational, and strategic challenges through accounting, assurance, tax, and business advisory services. Its expertise also spans cybersecurity, artificial intelligence consulting, ESG and sustainability, risk advisory, and other specialized areas. The firm works with clients across sectors including construction, healthcare, logistics, energy, higher education, and real estate, combining industry knowledge with practical guidance. Baker Tilly US is part of the global Baker Tilly International network.
LinkedIn
Company Jobs

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.

USUnited StatesNYNew York
$24 – $37 / hour
On-siteFull-timeMiddleSeniorEnglish RequiredBookkeeper

Description

  • 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

Requirements

  • 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

Benefits

  • Eligible employees receive a comprehensive compensation and benefits package

Related Jobs

Truelogic Software

Senior Java Backend Developer, Global Insights

Truelogic Software
501 – 1,000 Employees
B2BEnterpriseSaaS
ARArgentinaBOBoliviaBRBrazilCLChileCOColombiaCRCosta RicaCUCubaDODominican RepublicECEcuadorGTGuatemalaHNHondurasHTHaitiMXMexicoNINicaraguaPAPanamaPEPeruPRPuerto RicoPYParaguaySVEl SalvadorUYUruguayVEVenezuelaRemoteContractSeniorEnglish RequiredBackend EngineerSoftware Engineer
Amazon RedshiftAWSC++DockerEC2GoJavaJavaScriptKubernetesPostgresPythonReactSDLCSpringSpring BootSQL

Build data platforms for a global insights and strategy firm as a senior Java backend developer. Develop APIs, AI and LLM solutions, scalable systems, and data visualization features.

Open