Associate, Private Equity Fund Services

Baker Tilly is a premier advisory, tax, and assurance firm recognized for delivering a genuine coast-to-coast and global advantage to clients across major regions of the United States and leading financial centers globally such as New York, London, San Francisco, Los Angeles, Chicago, and Boston. The firm operates through Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, which together provide professional services adhering to the highest standards set by the AICPA Code of Professional Conduct, as well as applicable laws and regulations. While Baker Tilly US, LLP is a licensed independent CPA firm offering attest services, the advisory group and its subsidiaries specialize in tax and business advisory without CPA licensing. As independent members of Baker Tilly International, a worldwide network of 43,000 professionals in 141 territories generating combined revenues of $5.2 billion, the firm offers extensive resources and expertise to serve a diverse clientele.

This opportunity is within the Private Equity Fund Services team at Baker Tilly, where the firm is seeking to add an Associate. This role is ideal for individuals beginning their careers in accounting and finance, particularly those with an interest in private equity fund operations. Baker Tilly prides itself on fostering continuous learning and development and has an array of programs designed to support the success and growth of its employees. The Associate will be instrumental in daily accounting tasks, financial reporting, client communications, and capital management. This is a full-time position aligned with Pacific Time Zone hours and offers a competitive annual salary range from $71,000 to $100,390, influenced by experience, qualifications, and other factors. The role requires someone who is detail-oriented, organized, and adept at handling multiple priorities in a fast-paced environment while demonstrating strong communication and problem-solving skills. Candidates will be engaged in preparing journal entries, reviewing cash reports, preparing financial statements and capital calls for management approval, coordinating communications with clients and investors, managing client investor portals, and undertaking special projects as needed. Baker Tilly offers a supportive work environment built on professionalism, inclusivity, and equal opportunity principles, making it an excellent place for career development within the private equity financial services sector.