Baker Tilly US
Baker Tilly US
Baker Tilly US tashkilotlarga buxgalteriya hisobi, audit, soliq va biznes konsalting xizmatlari orqali moliyaviy, operatsion va strategik muammolarni hal etishda yordam beradigan professional xizmatlar kompaniyasidir. Uning ekspertizasi kiberxavfsizlik, sun’iy intellekt bo‘yicha konsalting, ESG va barqaror rivojlanish, xatarlar bo‘yicha konsalting hamda boshqa ixtisoslashgan yo‘nalishlarni ham qamrab oladi. Kompaniya qurilish, sog‘liqni saqlash, logistika, energetika, oliy ta’lim va ko‘chmas mulk kabi sohalardagi mijozlar bilan ishlab, tarmoq bilimlarini amaliy yo‘l-yo‘riqlar bilan birlashtiradi. Baker Tilly US global Baker Tilly International tarmog‘ining bir qismidir.

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.

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • Eligible employees receive a comprehensive compensation and benefits package

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