Baker Tilly US India | PEFS Associate

Responsibilities

• Records daily journal entries and reviews cash reporting.
• Prepares capital calls and distributions for management approval.
• Coordinates the delivery of capital call and distributions notices to clients and the investors.
• Prepares and reviews correspondence with client investors to address inquires as needed.
• Coordinates and completes special projects as directed by management.
• Helps prepare quarterly and annual reporting packages for management approval
• Helps prepare quarterly and annual financial statements for management approval
• Manages client investor portals
• Performs other duties as assigned

Qualifications

• Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required.
• Strong organizational skills with excellent attention to detail.
• Requires ability to work both in team environment and independently.
• Must be able to work in a fast-paced environment and handle multiple priorities and deadlines.
• Knowledge of Investran or other partnership accounting software a plus.
• Ability to travel for work (5%) and work in additional projects.
• Degree in in Accounting or related field required.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting. In 2023 it formed a joint venture with the Indian firm Pierian Services, called BT Pierian, to add service delivery capacity in India across assurance, advisory and managed services.

The openings are mostly in Bengaluru, with some roles in Gurugram and Kochi. US tax roles at manager and senior manager level ask for CPA, CA or an Enrolled Agent certification. Assurance and internal audit roles prefer CA, CPA or CIA. Other postings cover accounting advisory, transaction advisory, business valuation, corporate finance advisory, FP&A, treasury, cash applications, billing, private equity fund services and managed accounting services. Roles run from associate to senior manager, and the accounting advisory roles in Gurugram ask for CA, CPA or ACCA.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)
• In India: BT Pierian, a joint venture with the Indian firm Pierian Services formed in 2023; finance and accounting roles in Bengaluru, Gurugram and Kochi