Baker Tilly US
Manager, Client Accounting Services- Onboarding and Projects
Baker Tilly US, Houston, Texas, United States, 77246
Manager, Client Accounting Services – Onboarding and Projects
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Manager, Client Accounting Services – Onboarding and Projects
role at
Baker Tilly US
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 around the world – 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 follow us 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.
Key Responsibilities
Client Onboarding
Serve as primary contact for new clients, assess needs, and gather financial/operational data
Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
Software Implementation & Optimization
Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite)
Integrate third‑party tools (bill pay, payroll, expense management)
Train clients and internal teams; improve efficiency and accuracy of systems
Accounting Processes & Cleanup
Streamline workflows, document SOPs, and implement best practices
Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
Maintain strong knowledge of accounting principles and practices
Financial Review & Reporting
Review financial records, reconcile accounts, and resolve discrepancies
Prepare GAAP‑compliant financial statements and ensure timely, accurate reporting
Qualifications
Bachelor’s in Accounting, Finance, or related field; CPA preferred
8+ years in accounting/finance operations; 5+ years in project management/client implementation
Expertise with cloud accounting software and third‑party applications (e.g., QuickBooks Online, Sage Intacct, NetSuite, ADP, Bill.com, Expensify)
Strong GAAP knowledge, analytical skills, and ability to manage multiple projects
Excellent communication, organizational, and client‑facing skills
Ability to train, collaborate across levels (staff to C‑suite), and deliver quality results under deadlines
Preferred Skills
Consulting or client service experience
ERP/software migration background
Familiarity with project management tools (e.g., SmartSheet)
Experience with accounting process and tech stack assessments
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Project Management and Information Technology
Industry Accounting
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 the 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.
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Manager, Client Accounting Services – Onboarding and Projects
role at
Baker Tilly US
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 around the world – 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 follow us 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.
Key Responsibilities
Client Onboarding
Serve as primary contact for new clients, assess needs, and gather financial/operational data
Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
Software Implementation & Optimization
Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite)
Integrate third‑party tools (bill pay, payroll, expense management)
Train clients and internal teams; improve efficiency and accuracy of systems
Accounting Processes & Cleanup
Streamline workflows, document SOPs, and implement best practices
Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
Maintain strong knowledge of accounting principles and practices
Financial Review & Reporting
Review financial records, reconcile accounts, and resolve discrepancies
Prepare GAAP‑compliant financial statements and ensure timely, accurate reporting
Qualifications
Bachelor’s in Accounting, Finance, or related field; CPA preferred
8+ years in accounting/finance operations; 5+ years in project management/client implementation
Expertise with cloud accounting software and third‑party applications (e.g., QuickBooks Online, Sage Intacct, NetSuite, ADP, Bill.com, Expensify)
Strong GAAP knowledge, analytical skills, and ability to manage multiple projects
Excellent communication, organizational, and client‑facing skills
Ability to train, collaborate across levels (staff to C‑suite), and deliver quality results under deadlines
Preferred Skills
Consulting or client service experience
ERP/software migration background
Familiarity with project management tools (e.g., SmartSheet)
Experience with accounting process and tech stack assessments
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Project Management and Information Technology
Industry Accounting
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 the 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.
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