Baker Tilly US
Senior Associate, Client Accounting Services-Small Business
Baker Tilly US, Madison, Wisconsin, us, 53774
Senior Associate, Client Accounting Services – Small Business
4 days ago – Be among the first 25 applicants
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.
Responsibilities
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
Support team where needed in accomplishing client deliverables
Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple‑entities, unique reporting requirements, etc.)
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed to keep work progressing
Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
Oversight of Associate Accountants on client engagements and review of related Associate deliverables
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
Execute on defined processes and procedures and share ideas or recommendations for improvements
Maintain and expand knowledge base of accounting principles and practices
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Qualifications
Bachelor’s degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
2‑4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and/or Expensify a plus
Experience and knowledge working within MS Office Suite
Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
Strong adaptability and multi‑tasking skills
Ability to learn new technology and processes quickly
Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
A desire to work independently with clients
Ability to work limited overtime as needed
Equal Opportunity Employer
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.
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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.
Responsibilities
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
Support team where needed in accomplishing client deliverables
Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple‑entities, unique reporting requirements, etc.)
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed to keep work progressing
Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
Oversight of Associate Accountants on client engagements and review of related Associate deliverables
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
Execute on defined processes and procedures and share ideas or recommendations for improvements
Maintain and expand knowledge base of accounting principles and practices
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Qualifications
Bachelor’s degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
2‑4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and/or Expensify a plus
Experience and knowledge working within MS Office Suite
Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
Strong adaptability and multi‑tasking skills
Ability to learn new technology and processes quickly
Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
A desire to work independently with clients
Ability to work limited overtime as needed
Equal Opportunity Employer
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.
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