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Baker Tilly US
Baker Tilly US
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsistență medicalăConstrucțiiLogistică
Baker Tilly US este o firmă de servicii profesionale care ajută organizațiile să abordeze provocările financiare, operaționale și strategice prin servicii de contabilitate, audit, fiscalitate și consultanță de afaceri. Expertiza sa acoperă, de asemenea, securitatea cibernetică, consultanța în domeniul inteligenței artificiale, ESG și sustenabilitatea, consultanța în gestionarea riscurilor și alte domenii specializate. Firma lucrează cu clienți din sectoare precum construcțiile, sănătatea, logistica, energia, învățământul superior și sectorul imobiliar, combinând cunoștințele despre industrie cu îndrumarea practică. Baker Tilly US face parte din rețeaua globală Baker Tilly International.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiNYNew York
24 $ – 37 $ / oră
La sediuNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăContabil pentru evidență primară

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • Eligible employees receive a comprehensive compensation and benefits package

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