Bookkeeping Specialist – Private Wealth

Baker Tilly US

. Work primarily with high net worth individuals within the Private Wealth Tax Practice .

Posted 10/9/2026full-timeUniondale • New York • United StatesMid-LevelSenior💰 $24 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service skills and the ability to manage multiple priorities effectively in a deadline-driven environment. Proficient in accounting principles and technology platforms, with a focus on accuracy and attention to detail.

Highest-signal resume keywords

Client ServiceAccounting PrinciplesQuickBooks ExperienceTime ManagementCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

AccountingBookkeepingPayroll PrinciplesData GatheringFinancial Record Maintenance

Soft Skills

Attention to DetailOrganizationInterpersonal SkillsProblem-SolvingAdaptability

Tools & Technologies

QuickBooksMS Office Suite

Industry Keywords

Private Wealth Tax PracticeHigh Net Worth IndividualsClient DeliverablesConfidentialityClient Platforms

About the role

Key responsibilities & impact

Work primarily with high net worth individuals within the Private Wealth Tax Practice
Manage time and priorities to meet deadlines with quality, accuracy, and timeliness
Provide best-in-class client service through communication, information gathering, onboarding, and delivery
Communicate with team members, clients, and third-party client advisors
Help clients navigate various client platforms
Support the team in accomplishing client deliverables
Communicate work status proactively, ask timely questions, and seek clarity from engagement leads
Meet client service expectations through quality and timely deliverables
Build and maintain team and client relationships and positive communications
Assist with client data gathering by reviewing required client data and information
Communicate roadblocks and inefficiencies promptly
Apply learning from one client engagement to the next
Stay current with applicable technology platform updates and improvements and obtain certifications as directed
Perform other duties and special projects as assigned

Requirements

What you’ll need

Associate's degree required; Bachelor's degree in accounting or related field preferred
Experience in lieu of a degree may be accepted
0 to 3 years of experience in bookkeeping or accounting
Strong desire to provide exceptional client service and professional demeanor
Ability to handle matters confidentially
Accuracy and attention to detail
Ability to follow directions and procedures
Strong organization and time management skills
Ability to work effectively with a sense of urgency in a deadline-driven environment serving multiple clients
Demonstrated time management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills
Strong adaptability and multitasking skills
Ability to learn new technology and processes quickly
Ability to learn from experiences and integrate new knowledge and skills into daily work
Desire to work independently with clients
Ability to work limited overtime as needed
Knowledge of accounting, bookkeeping, and payroll principles related to classifying, recording, and summarizing data and making computations to compile and maintain financial records
Experience in QuickBooks preferred
Experience and knowledge working within MS Office Suite

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees