Client Accountant Jobs
Client Accountant jobs are open across professional services, banking, insurance, and healthcare, from entry-level to senior and manager, with specializations in portfolio accounting, client billing, and reconciliation. See the openings below and apply to the ones that match your experience.
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Showing 5 of 135+ Client Accountant jobs
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
RESPONSIBILITIES:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
RESPONSIBILITIES:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
See All 135+ Client Accountant Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Accountant JobsClient Accountant Job Market
Who's Hiring
- Aprio12
- Cushman & Wakefield7
- Fisher Investments6
- CohnReznick5
- Baker Tilly Canada5
Top Industries Hiring
- Accounting & Auditing
- Construction & Real Estate
- Law & Legal Services
- Staffing & Recruiting
What Employers Look For
The qualifications that appear most often in client accountant jobs.
- Bachelor's degree in accounting, finance, or a related field
- Proficiency in general ledger and billing software such as NetSuite or QuickBooks
- Experience managing client accounts, invoicing, and reconciliations
- Strong working knowledge of GAAP and financial reporting standards
- CPA license or active progress toward CPA designation preferred
- Excellent written and verbal communication skills for client-facing work
Tips for Your Client Accountant Job Search
Tailor your resume for portfolio management
Client accountant roles vary widely by book size and client type. Highlight whether you managed individual, institutional, or commercial accounts and quantify the number of accounts or assets you oversaw, so hiring managers immediately understand your scope of experience.
Lead with reconciliation and billing software
Job postings for client accountants consistently screen for proficiency in billing platforms and general ledger systems. Name the specific tools you've used in your resume summary and skills section rather than burying them in job descriptions where screeners may miss them.
Filter openings by account type not just title
The title 'client accountant' covers very different day-to-day work depending on whether the firm serves retail clients, institutional investors, or corporate accounts. Read the responsibilities section carefully and prioritize roles that match the client segment you know best.
Apply early to roles that fit
Migrate Mate lists client accountant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers for client accountant positions frequently ask how you handled a client dispute over an invoice or caught a billing discrepancy. Prepare two or three specific examples from past roles that show your process for investigation, correction, and client communication.
Negotiate by citing client retention responsibility
Because client accountants directly touch the accuracy of statements clients rely on, your impact on retention is real and concrete. When negotiating, frame your value around error rates, turnaround times, and the complexity of client relationships you managed, not just years of experience.
Client Accountant Jobs: Frequently Asked Questions
Which companies are hiring the most client accountants?
Aprio, Cushman & Wakefield, and Fisher Investments are hiring the most client accountants right now, with openings concentrated in Texas, Ohio, and California, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at professional services firms, regional banks, and insurance companies managing large client portfolios.
How many client accountant jobs are remote?
About 74% of client accountant openings are fully remote or hybrid as of November 2026, with the highest remote share in billing, reconciliation, and financial reporting roles that don't require in-person client meetings. Roles with direct client relationship management responsibilities are more likely to require on-site or hybrid arrangements.
How do you become a client accountant?
Start with a bachelor's degree in accounting or finance, which is the baseline qualification most employers require. Build hands-on experience through internships or entry-level accounting roles that involve invoicing, reconciliations, or financial reporting. Earning your CPA or working toward it strengthens your candidacy significantly, especially at firms that manage complex client portfolios or regulated assets.
Can you get a client accountant job with little or no experience?
Yes, some firms hire recent graduates into junior client accountant or accounts specialist roles where training is part of the job. Focus your application on internships, coursework involving financial statements or billing software, and any experience where you managed financial data accurately. Smaller regional firms and accounting service providers tend to have more openings at the entry level than large institutions.
What does the client accountant interview process look like?
Most client accountant hiring processes include an initial screening call, a technical interview covering accounting principles and software proficiency, and a final round with a hiring manager or team lead. Some firms add a brief practical exercise such as a reconciliation scenario or case study. Expect questions about how you handle discrepancies, manage competing deadlines, and communicate financial issues directly to clients.
Where can I find and apply to client accountant jobs?
You can find and apply to client accountant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience level, industry background, and preferred location, then apply directly to each listing that matches what you're looking for.
See All 135+ Client Accountant Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Accountant Jobs