Associate, Client Accounting Services – Family Office
Baker Tilly US
Senior Associate, Client Accounting Services – Small Business
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: Frisco • Pennsylvania, Texas, Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- 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 in order 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
Requirements
- 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
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account reconciliationjournal entriesgeneral ledgermonthly reportingquarterly reportingyear end reportingbookkeepingpayroll principlesfinancial recordsaccounting principles
Soft skills
client serviceprofessional demeanorattention to detailorganization skillstime managementadaptabilitymulti-taskingindependencecommunicationproblem-solving
Certifications
Bachelor’s degree in accountingaccounting certifications