Baker Tilly US · 14 hours ago
Senior Manager, Client Accounting Services- Small Business
Greater Houston
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expBaker Tilly is a leading advisory, tax, and assurance firm seeking a Senior Manager to oversee their Client Accounting Services practice. This role involves managing large, complex engagements, leading project teams, and acting as a trusted advisor to clients while contributing to business development and operational efficiency.
Accounting
Responsibilities
Manage all phases of engagement planning and administration for large, complex engagements as well as concurrent engagements
Assist in the effective management of the engagement’s staff
Plan and manage multiple large projects, programs and engagements independently and autonomously
Identify project risks and develop appropriate mitigation plans
Effectively leverage the roles of engagement Partner/Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities
Effectively manage the overall financial health of the project
Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements
Engage 'hands-on' in the development of deliverables and other work packages where appropriate
Review deliverables with project team members and provide constructive feedback
Lead strategic client communication needs (i.e., steering committee)
Coach team on communication expectations for each project and client
Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk
Act as a trusted advisor to senior executives in client organizations
Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts
Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs
Develop comprehensive and/or complex communication plans adapted to each project and client
Contribute to our practice relationships and growth by understanding the market and business impact
Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth
Actively promote a growth and sales orientation to the team
Regularly engage clients in business based conversations to understand needs, challenges, and opportunities
Proactively shape sales efforts leveraging the insights gained through sales research and POV development
Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity
Actively manage personal and/or team based pipelines, applying forecasting, pipeline and opportunity management
Lead business development activities on behalf of team and/or market/service offerings
Develop appropriate internal relationships with Firm Partners, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration
Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing
Work with Principals, Partners, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity
Participate in marketing campaigns for your respective market/service offering area (working with Marketing)
Drive sales, growth, relationship management activities within select clients
Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment
Review and/or manage client and project billing process for each engagement on a timely basis
Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions
Ensure that deliverables meet quality standards
Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship
Create a learning and teaching environment
Develop broader talent strategy and management plans for teams and/or market/service offering
Execute our Strategy – deliver on the vision, values, strategies and goals of the business
Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy
Lead input activities to business planning process
Qualification
Required
Bachelor's degree in a specialized field required
Minimum of ten (10) years of related experience
Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
GAAP knowledge
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third party vendors
Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field
Flexibility to travel to client site as needed and work outside of normal business hours due to client demands
Preferred
Master's degree preferred
Previous related industry and consulting experience highly preferred
A minimum of five (5) years of supervisory responsibilities highly preferred
Strong technical accounting experience or past audit experience a plus
Experience in Sage Intacct
Experience in QuickBooks, BILL, Ramp, NetSuite and/or Expensify a plus
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 (4)
2024 (21)
2023 (23)
2022 (26)
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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