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Baker Tilly · 1 day ago

Associate Accountant, Capital Formation

Madison, WI

Full-time

Hybrid

Entry 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 an Associate Accountant to join the New Markets Tax Credit team within their Transactions practice, where the role involves compiling loan data, creating invoices, and preparing compliance documentation for clients.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Compile loan data and create loan servicing packages for lenders and borrowers

Create and send invoices to all clients

Track payments from businesses back through the NMTC structure

Work with businesses, lenders, and clients to determine method of payment

Request, review, and track compliance documents for each transaction within your portfolio

Prepare quarterly accounting entries and work papers for each Sub-CDE within your portfolio, as well as, prepare our clients’ portfolios for annual audits and tax returns

Prepare compliance documentation for our clients and investors on a regular basis

Assist in the NMTC applications process as requested

Prepare quarterly summarized portfolios of our clients’ transactions

Complete other various tasks within the NMTC program as requested internally or externally

Qualification

Accounting principlesBookkeepingQuickBooksMicrosoft Office SuiteProject managementMultitaskingAttention to detailCommunication skills

Required

Two (2)+ years of experience in accounting, bookkeeping, or related field

Knowledge of accounting and bookkeeping principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records

High attention to detail and ability follow directions and procedures, as well as provide up-to-date records on status of all clients at all times

Ability to meet our client service expectations by providing superior communication internally and externally

Proven track record of successful project management and team communication skills

Demonstrated ability to multitask, prioritize work flow, and coordinate activities as needed

Computer skills and knowledge including typing, QuickBooks and Microsoft Office Suite

Preferred

Associate's degree in accounting or related field of study, preferred

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)