Baker Tilly US · 1 day ago
Senior Associate, Client Accounting Services - Small Business (Sage Intacct)
Milwaukee, WI
Full-time
Onsite
Mid, Senior Level
2+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Senior Associate to provide accounting related services to clients, support team deliverables, and maintain positive client relationships while ensuring quality and timely service.
Accounting
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 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
Qualification
Required
Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
Preferred
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
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
Company
Baker Tilly US
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.
10001+ employees
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 StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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