Baker Tilly US
Baker Tilly US
Baker Tilly US — ұйымдарға бухгалтерлік есеп, аудит, салық салу және бизнес-консалтинг қызметтері арқылы қаржылық, операциялық және стратегиялық мәселелерді шешуге көмектесетін кәсіби қызметтер компаниясы. Оның сараптамасы киберқауіпсіздік, жасанды интеллект бойынша консалтинг, ESG және тұрақты даму, тәуекелдер жөніндегі консалтинг және басқа да мамандандырылған бағыттарды қамтиды. Компания құрылыс, денсаулық сақтау, логистика, энергетика, жоғары білім беру және жылжымайтын мүлік сияқты салалардағы клиенттермен жұмыс істеп, салалық білімін практикалық ұсынымдармен ұштастырады. Baker Tilly US жаһандық Baker Tilly International желісінің құрамына кіреді.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • Eligible employees receive a comprehensive compensation and benefits package

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