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Baker Tilly · 2 months ago

Manager, Client Accounting Services- Onboarding and Projects

USA WI Milwaukee

Full-time

Onsite

Mid, Senior Level

6+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a detail-oriented and tech-savvy Project Manager Accountant to lead the onboarding of new clients, manage the implementation and optimization of accounting software, and support accurate financial reporting.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Serve as the primary point of contact for new clients during the onboarding process

Assess client needs and gather relevant financial and operational information

Establish and communicate clear onboarding timelines, milestones, and expectations

Manage budget, timeline and ongoing operations for your clients

Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations

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

Lead or assist in the setup and customization of accounting software (e.g., Sage Intacct, QuickBooks Online, NetSuite)

Integrate third-party apps and automation tools (e.g., bill pay, expense management, payroll)

Analyze and improve clients’ existing software setups for efficiency and accuracy

Provide training and ongoing support to clients and internal teams

Evaluate and streamline accounting workflows to reduce redundancies and improve accuracy

Document processes and standard operating procedures (SOPs) for client engagements

Collaborate with stakeholders to implement best practices in accounting operations

Provide initial accounting related services and cleanup services to our clients as needed before transition to recurring team for ongoing services including reconciling balance sheet accounts, creating reconciliation schedules, and producing financial statements for next level review

Review client financial records for accuracy and completeness

Reconcile accounts, clean up prior period discrepancies

Prepare financial statements in accordance with GAAP or other relevant standards

Ensure timely delivery of accurate financial reports

Qualification

Accounting Software ImplementationGAAP KnowledgeProject ManagementCPA CertificationCloud-based Accounting SoftwareFinancial ReportingAnalytic SkillsMulti-taskingCommunicationOrganizational SkillsInterpersonal SkillsTime ManagementAdaptability

Required

Bachelor's degree in Accounting, Finance, Business Administration, or related field

CPA or equivalent designation (preferred but not required)

6+ years of experience in accounting or financial operations

4+ years of experience in project management or client implementation

Experience with cloud-based accounting software (Sage Intacct, QuickBooks Online, NetSuite, etc.)

Familiarity with third party accounting technologies and integration to the ERP (e.g., ADP, Bill.com, Divvy, Fyle, Fathom, Expensify, etc.)

Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations

Strong understanding of GAAP and financial reporting principles

Excellent communication, organizational, and interpersonal skills

Ability to manage multiple projects simultaneously and meet deadlines

Ability to communicate effectively and work with client resources from lower level to C-suite

Demonstrate a commitment to quality for completion of projects in a timely manner

Excellent analytic skills and the ability to develop processes and methodologies

Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed

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

Preferred

Experience in a client-facing or consulting role

Background in accounting software migrations and/or ERP implementation

Knowledge of project management tools (e.g., SmartSheet, etc.)

Familiarity with accounting process and tech stack assessments

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)