Summer 2027 Family Office Associate
Baker Tilly US
New York, NYFresher16m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree or Master's degree
- Must know
- AccountingAuditingCPAExcelMicrosoft Office
- Work
- On-site in New York
- Pay
- $80.6K–$105.8K a year
- Skill demand
- Excel42%Accounting33%Auditing6%CPA4%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 2, 2026 · still open
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About the Role
The Summer 2027 Family Office Associate role at Baker Tilly is an opportunity to launch a career in accounting, working with privately held and publicly traded companies across various development stages. As an Associate, you will serve as a value architect, delivering audit and other assurance services. Baker Tilly is described as one of the fastest-growing firms, offering upward career trajectory, flexibility, and meaningful relationships.
Key Responsibilities
- Serve as a trusted member of the engagement team, providing various assurance and consulting services.
- Proactively engage with clients throughout the year to gather necessary information for testing and respond to inquiries.
- Perform substantive testing on client balance sheets and income statements.
- Test internal controls for deficiencies and discuss recommendations for improvement.
- Learn and grow through direct on-the-job coaching, mentoring, and firm-wide learning and development programs.
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
- Build friendships and strong work relationships while gaining valuable experience.
Qualifications
- Bachelor's or Master's degree in Accounting or a related business degree.
- Sufficient coursework and credits to be eligible to sit for the CPA exam.
- Outstanding academic performance, with a preferred GPA of 3.0 or above.
- Relevant internship, work experience, and/or involvement with a professional organization.
- Ability to work effectively in a team environment with all levels of client personnel.
- Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem-solving.
- Organizational and analytical skills, initiative, and adaptability.
- Proficiency with Microsoft programs (Word, Excel, PowerPoint).
- Eligibility to work in the U.S. without sponsorship.
- Must have a current offer with Baker Tilly.
Additional Information
- In New York, NY: pay rate range is $80,600 to $105,800.