Manager, Client Accounting Services- Onboarding and Projects jobs in United States
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Baker Tilly US · 10 hours ago

Manager, Client Accounting Services- Onboarding and Projects

positionPhiladelphia, PA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

Baker Tilly is a leading advisory, tax and assurance firm that is seeking a detail-oriented, tech-savvy Project Manager – Accountant. This role involves leading client onboarding, managing accounting software implementations, optimizing financial processes, and ensuring accurate reporting.

Accounting
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H1B Sponsor Likelynote

Responsibilities

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
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
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
Review financial records, reconcile accounts, and resolve discrepancies
Prepare GAAP-compliant financial statements and ensure timely, accurate reporting

Qualification

Cloud accounting softwareGAAP knowledgeProject managementAccounting principlesClient onboardingSoftware implementationAnalytical skillsClient-facing skillsTraining abilityCommunication skillsOrganizational skillsCollaboration skills

Required

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 3rd parties (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

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

Company

Baker Tilly US

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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.
dateFounded in 1931
location
Chicago, IL, US
people-size10001+ employees
web-link
http://www.bakertilly.com

H1B Sponsorship

Baker Tilly US 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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Company data provided by crunchbase