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Baker Tilly · 2 months ago

Senior Associate, Client Accounting Services - Small Business (Sage Intacct)

Madison, WI

Full-time

Onsite

Mid, Senior Level

2+ 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 Senior Associate in Client Accounting Services to provide accounting-related services, support team deliverables, and enhance client relationships.

AccountingConsulting

H1B Sponsor Likely

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

Sage IntacctQuickBooksAccounting principlesMS Office SuiteBookkeepingClient serviceMulti-taskingAttention to detailTime managementAdaptability

Required

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

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

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)