Baker Tilly US
Associate, Client Accounting Services Not-for-Profit
Baker Tilly US, Houston, Texas, United States, 77246
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.
Job Description At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not‑for‑profit practice within our client accounting services practice, we are seeking to add an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies. Our clients include a diverse range of not‑for‑profits including foundations, churches, associations, visitors’ bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not‑for‑profit sectors, ensuring a continuous flow of impactful and meaningful work.
Provide best‑in‑class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate
Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year‑end reporting
Provide team with basic support to accomplish client deliverables
Prepare client statements and reports for next level review
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
Answer basic accounting and software questions, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Responsive to questions/concerns from team members and clients (internal and/or external)
Execute on defined processes and procedures and share ideas or recommendations for improvements
Promptly communicate roadblocks and inefficiencies as they arise
Maintain and expand knowledge base of accounting principles and practices
Apply learning from one client engagement to the next and share learning with fellow team members where relevant
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor
Qualifications
Bachelor’s degree in accounting or related field.
0–2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus.
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred
Experience in QuickBooks, Sage Intacct and/or Bill.com a plus
Experience and knowledge working within MS Office Suite
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Accounting
Referrals increase your chances of interviewing at Baker Tilly US by 2x
Get notified about new Client Services Representative jobs in Greater Houston.
Job posted in Houston, TX, salary $49,000–$54,000. The Woodlands, TX, salary $35,000–$45,000. Updated 5 days ago.
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Job Description At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not‑for‑profit practice within our client accounting services practice, we are seeking to add an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies. Our clients include a diverse range of not‑for‑profits including foundations, churches, associations, visitors’ bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not‑for‑profit sectors, ensuring a continuous flow of impactful and meaningful work.
Provide best‑in‑class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate
Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year‑end reporting
Provide team with basic support to accomplish client deliverables
Prepare client statements and reports for next level review
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
Answer basic accounting and software questions, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Responsive to questions/concerns from team members and clients (internal and/or external)
Execute on defined processes and procedures and share ideas or recommendations for improvements
Promptly communicate roadblocks and inefficiencies as they arise
Maintain and expand knowledge base of accounting principles and practices
Apply learning from one client engagement to the next and share learning with fellow team members where relevant
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor
Qualifications
Bachelor’s degree in accounting or related field.
0–2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus.
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred
Experience in QuickBooks, Sage Intacct and/or Bill.com a plus
Experience and knowledge working within MS Office Suite
Seniority level
Entry level
Employment type
Full‑time
Job function
Other
Industries
Accounting
Referrals increase your chances of interviewing at Baker Tilly US by 2x
Get notified about new Client Services Representative jobs in Greater Houston.
Job posted in Houston, TX, salary $49,000–$54,000. The Woodlands, TX, salary $35,000–$45,000. Updated 5 days ago.
#J-18808-Ljbffr